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Success academy • oceanside ca
Client Success Manager
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Client Success Manager - Specialty Finance
Base Salary : $140,000-$180,000 + up to 40% performance bonus
Location : On-site in Southern California with some flexibility for hybrid work
About the Company
Our client is a long-standing, profitable organization in the specialty finance space helping merchants across a variety of industries grow through point-of-sale and consumer financing solutions. The company is entering a new growth phase under fresh leadership-modernizing operations, upgrading technology, and investing in top talent to elevate the client experience.
With more than three decades of consistent profitability, they combine the stability of an established business with the energy of a modern, fast-moving organization.
About the Role
The Client Success Manager will be both hands-on and strategic , owning the client experience after the sale-driving activation, engagement, and retention. You'll roll up your sleeves to improve onboarding, strengthen client relationships, and design scalable systems that enhance how the company serves and grows its portfolio of business customers.
This role reports directly to senior leadership and offers high visibility, genuine impact, and a clear path for career growth.
What You'll Do
- Onboarding & Training : Review existing onboarding processes and materials, identify improvement opportunities, and implement solutions that help clients succeed faster.
- Client Engagement : Lead regular business reviews with clients, helping them understand performance data and uncover new opportunities for partnership and growth.
- Customer Support Systems : Build structure around ticketing, issue routing, and SLA tracking to ensure timely and consistent client support.
- Client Advocacy : Gather and synthesize client feedback to reduce friction and influence product, service, and process improvements across the organization.
- Leadership & Execution : Balance doing the work yourself with building repeatable systems and developing team members who can scale your impact.
What You Bring
Why Join