Client Success Manager

Job Description

REQUIREMENTS

• 4+ years of experience in technical project management or client delivery at a software services or consulting firm
• Working knowledge of Salesforce and/or MuleSoft
• Proficiency using AI tools (Claude, Cursor, ChatGPT, or similar) in daily workflows
• Ability to manage high-volume, high-context-switching environments (15–20 active engagements)
• Exceptional written and verbal communication skills
• Experience with Kanban-style, agent-orchestrated delivery models

Preferred

• Experience delivering to small and mid-sized businesses (law firms, professional services, finance)
• Background in SOW-driven engagements and project-based billing
• Previous experience as an Engagement Manager or Delivery Manager at a consulting or SI firm

RESPONSIBILITIES

• Own the client relationship as the primary point of contact from kickoff to closeout
• Manage up to 20 concurrent technical engagements, coordinating engineering teams and AI delivery tools
• Run structured engagement cadences including discovery sessions, FRD reviews, UAT, and hypercare
• Enforce scope discipline and manage change requests to ensure project profitability
• Utilize AI tools like Claude to produce client-facing artifacts and maintain project documentation
• Identify follow-on projects and managed services opportunities within existing accounts

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