Doxim · 1 month ago
Client Services Manager - Troy (On-site 3x)
Doxim is a company focused on enhancing client experiences and they are seeking a Client Services Manager. In this role, you will manage client relationships, oversee project implementations, and ensure client satisfaction while driving revenue growth.
CRMDocument ManagementEmail MarketingEnterprise SoftwareFinancial ServicesPaymentsSaaSSoftware
Responsibilities
Manage overall client relationship; Build strong rapport with client and client’s team
Introduce initiatives and solutions that grow the client’s revenue and profit
Provide governance for contract adherence
Set expectations and deliver results accordingly
Instill strong business ethics and sense of urgency in a matrixed business environment
Work collaboratively across all departments
Oversee implementation of projects through closure and ensure client receives appropriate communication
Proven ability to address customer support issues in a way that exceeds customer expectations, driving increased customer satisfaction
Work closely with clients and peers to understand and anticipate their needs
Think through and solve complex problems; proactively provide mitigation for future problems
Understand and interpret market research, analysis, white papers and data to provide insights to clients to effect positive business changes
Stay informed of current industry best practices; working with clients and internal cross-functional teams to apply best practices where appropriate
Interpret and understand KPI’s, contracts, and SLA’s
Demonstrate innovative thinking and strong problem-solving skills
Serve as client advocate within the company as well as company advocate to client
Must be able to fully set up customer information in OPACS/ERP
Qualification
Required
Minimum of 2 years' experience using a case management system (Salesforce is preferred)
Previous experience delivering customer service across a diverse portfolio of software products in a SaaS environment
Strong demonstrated oversight for handling complex client issues
3PL is highly preferred working with premium brands
Background with Continuous Improvement and Project Management is recommended
Demonstrated computer proficiency and working knowledge of Word, Excel, PowerPoint, and Outlook
Company
Doxim
Doxim is the customer communications management (CCM) and engagement technology leader serving financial and regulated industries.
Funding
Current Stage
Late StageTotal Funding
$12.98MKey Investors
PNC Bank
2018-03-01Acquired
2016-10-04Debt Financing· $12.98M
Recent News
2025-12-11
Company data provided by crunchbase