Client Success Manager

About this role

Own the end-to-end client experience at Intellivizz. Serve as the primary point of contact for our portfolio of enterprise and PE-backed clients, ensuring successful AI implementation outcomes, driving retention and expansion, and building lasting partnerships.

Requirements

• 3–5 years of experience in client success, account management, or customer-facing roles within a B2B technology or consulting environment
• Demonstrated track record of managing and growing enterprise client relationships
• Strong understanding of AI, automation, and digital transformation concepts
• Excellent verbal and written communication skills with the ability to engage C-suite executives and operational leaders
• Experience with CRM platforms (HubSpot, Salesforce, or similar) and client success tools
• Highly organized with strong project management skills and attention to detail
• Analytical mindset with the ability to interpret data, identify trends, and present actionable insights
• Self-starter who thrives in a fast-paced, growing organization with evolving processes
• Bachelor's degree in Business, Communications, Technology Management, or a related field

Responsibilities

• Serve as the primary relationship owner for a portfolio of enterprise and PE-backed clients throughout their engagement lifecycle
• Onboard new clients by coordinating kickoff meetings, establishing success metrics, and aligning expectations across teams
• Conduct regular business reviews and check-ins with clients to track progress against goals and surface new opportunities
• Collaborate with AI engineers, solutions architects, and leadership to ensure projects are delivered on time and exceed client expectations
• Identify opportunities for account expansion, cross-selling additional services, and deepening strategic partnerships
• Monitor client health metrics, proactively address risks, and develop action plans to resolve issues before they escalate
• Create and deliver client-facing reports, presentations, and executive summaries that communicate value and ROI
• Gather and synthesize client feedback to inform product development, service improvements, and go-to-market strategy
• Maintain accurate records of all client interactions, deliverables, and pipeline activity in the CRM
• Represent Intellivizz at client sites, industry events, and networking functions as needed