Client Success Manager jobs in United States
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Posh · 21 hours ago

Client Success Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$95K/yr - $125K/yr
date3+ years exp

Posh-ai is revolutionizing the way financial institutions serve their communities through innovative AI solutions. The Client Success Manager is responsible for ensuring clients achieve maximum value from Posh solutions, fostering strong relationships, and driving product adoption while managing renewals and client growth.

Computer Software

Responsibilities

Serve as the primary client contact post-implementation, ensuring seamless onboarding and ongoing success
Educate clients on new features, best practices, and AI-driven efficiencies, driving engagement
Identify underutilized features and guide clients toward maximizing value
Organize training sessions, product deep dives, and enablement efforts to ensure adoption
Communicate Posh’s AI roadmap, helping clients align with future innovations
Guide clients through AI adoption phases, ensuring a structured and measurable approach
Identify and mitigate competitive threats, reinforcing Posh’s differentiation
Track market trends and competitor positioning, ensuring proactive client discussions
Monitor client health, engagement, and renewal readiness to prevent churn
Address risks and competitive challenges before they impact client retention
Collaborate with internal teams to ensure a seamless renewal process and long-term satisfaction
Identify opportunities for additional AI adoption and client expansion
Partner with the Account Growth Manager to drive strategic expansion discussions
Engage additional client stakeholders to expand Posh’s influence
Serve as a trusted advisor, proactively addressing client concerns and escalating risks as needed
Advocate for client needs internally, sharing insights with Product, Marketing, and Sales teams
Maintain accurate client records in Salesforce, tracking engagement, risks, and opportunities

Qualification

Customer success experienceAI adoption strategiesSalesforce proficiencyRelationship-building skillsCommunication skillsProblem-solving skillsProduct positioningCompetitor analysisCross-functional collaboration

Required

3+ years of experience in customer success, account management, or client engagement, preferably in SaaS or AI-driven technology
Strong relationship-building, communication, and problem-solving skills
Experience with AI adoption strategies, product positioning, and competitor analysis
Ability to strategically guide clients through AI roadmaps and communicate competitive differentiation
Proficiency in Salesforce or similar CRM tools for tracking client interactions
Ability to collaborate cross-functionally with Sales, Product, and Marketing teams

Company

Posh

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Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.
dateFounded in 2018
location
Boston, Massachusetts, US
people-size51-200 employees
web-link
http://www.posh.ai

Funding

Current Stage
Growth Stage

Leadership Team

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Karan Kashyap
Co-founder & CEO
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Matt McEachern
Co-Founder
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Recent News

Business Wire
Posh Turns Knowledge Into Action with Next-Generation AI Workspace for Financial Institutions
2025-11-20
Business Wire
Posh Launches AI Simulator: Reimagining Employee Training with AI-Powered Role Playing
2025-07-18
Business Wire
Posh and Corelation Team Up to Empower Credit Unions with Intelligent, Integrated AI Agents
2025-05-16
Company data provided by crunchbase