Account/Client Success Manager

Quavo, Inc.

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years experience in client success or account management in SaaS, fintech, or financial services.
  • Proven ability to manage a client portfolio with a focus on retention and growth.
  • Strong relationship-building skills with stakeholders at various levels.
  • Experience conducting discovery discussions and managing end-to-end expansion opportunities.
  • Excellent written and verbal communication skills for executive presentations.
  • Self-organized and capable of handling multiple priorities independently.
  • Willingness to travel up to 25% of the time.

Responsibilities

  • Own and manage a portfolio of mid-market and enterprise clients throughout the entire lifecycle.
  • Build trust-based relationships with operational managers and key decision-makers.
  • Conduct cadence calls, business reviews, and strategy sessions to align client goals and track risks.
  • Identify and pursue upsell opportunities, managing the full sales cycle from discovery to close.
  • Monitor account health indicators and proactively address potential issues.
  • Drive net revenue retention by minimizing churn and enabling long-term client success.
  • Develop success plans that align client objectives with Quavo's capabilities.

Benefits

  • Remote, full-time opportunity offering flexibility.
  • Competitive base salary alongside performance-based bonuses and commissions.
  • Engage in strategic client management and contribute to meaningful outcomes.
  • Collaborative work environment with a focus on cross-functional teams.
  • Opportunity to develop working knowledge of a dynamic SaaS platform.
Full Job Description
About the role:

As an Account/Client Success Manager at Quavo, you'll own a portfolio of mid-market and enterprise clients across the full lifecycle - from onboarding through renewal and expansion. You'll build trusted relationships with key stakeholders, proactively uncover growth opportunities within your book of business, and ensure clients are consistently realizing measurable value from the Quavo platform. Working cross-functionally with Sales, Support, Product, and Onboarding, you'll drive outcomes that keep clients healthy, engaged, and growing. This is a remote, full-time role with a competitive base salary, bonus, and commission tied to retention and expansion performance.

This role is not sponsorship eligible. Applicants must be legally authorized to work in the United States without employer visa sponsorship, now or in the future.

Responsibilities:

  • Own a defined portfolios of mid-market and large clients, serving as the primary point of contact throughout the client lifecycle.
  • Build and maintain trust-based relationships with operational managers, product owners, and key decision-makers within client organizations.
  • Conduct regular cadence calls, business reviews, and strategy sessions to align on goals, surface risks, and demonstrate ongoing value.
  • Identify and pursue expansion and upsell opportunities within your portfolio, owning the full expansion sales cycle from discovery through close.
  • Monitor account health indicators (usage, support trends, sentiment) and proactively intervene before issues escalate.
  • Drive net revenue retention by minimizing churn and positioning clients for long-term success on the Quavo platform.
  • Develop success plans that map client goals to Quavo capabilities, creating clear roadmaps for product adoption and expansion.
  • Track and report on expansion pipeline, renewal forecasts, and account health metrics to leadership on a regular basis.
  • Develop working knowledge of the Quavo platform to guide clients on configuration, best practices, and optimal product utilization.
  • Partner with the Marketing team to generate referrals and case study opportunities from satisfied clients.
  • Maintain accurate client records, opportunity tracking, and health documentation in CRM tools.
  • Provide account scorecards and sentiment summaries to leadership, surfacing insights and flagging accounts that need additional attention.
  • Resolve or escalate client issues within defined SLAs, ensuring timely communication and follow-through.
  • Contribute to internal knowledge sharing by documenting common client challenges, solution patterns, and escalation outcomes.

Required Qualifications:

  • 3+ years of experience in client success, account management, or a client-facing role within a SaaS, fintech, or financial services environment.
  • Demonstrated ability to manage a portfolio of clients with ownership of both retention and growth outcomes.
  • Track record of building productive relationships with operational, mid-level and executive stakeholders at client organizations.
  • Comfortable running discovery conversations, Business Reviews and owning expansion opportunities end-to-end, including negotiation and close.
  • Strong written and verbal communication skills; confident presenting to groups of executive and C-level stakeholders
  • Organized and self-directed; able to manage multiple clients and competing priorities without close supervision.
  • Ability to travel up to 25% of the time (depending on territory)

Preferred Qualifications:

  • Background in SaaS
  • Prior experience in a CSM/AM role that carried a formal quota or revenue target.
  • Familiarity with CS platforms such as Gainsight, Totango, or ChurnZero
  • Experience with SFDC and related tools and comfort working with usage data to build account narratives.
  • Experience with MEDDPICC, or similar enterprise qualification frameworks.

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