Client Success Manager

October 11

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Perseus Group, Constellation Software

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B2B • SaaS

Perseus Group is a part of Constellation Software Inc. , focused on investing in and building enduring software businesses. With operations in over 100 vertical markets and a family of more than 800 companies, Perseus Group specializes in acquiring B2B software companies that provide mission-critical solutions for niche markets. Their approach involves offering permanent capital, fostering a culture of excellence, and ensuring recurring revenue through SaaS or maintenance models. The group emphasizes continuous improvement, empowered leadership, and integrity in all operations.

10,000+ employees

Founded 1997

🤝 B2B

☁️ SaaS

📋 Description

• Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service. • Build trusted advisor relationships with key operational leaders at client organizations. • Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities. • Strategically focus on ensuring the overall success and retention of Optimal Blue clients. • Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement. • Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI. • Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client. • Own forecasting and prioritization for client renewals within assigned accounts. • Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services. • Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships. • Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests. • Create referenceable customers through case studies, reference calls, and speaking engagements. • Stay informed about new release changes, new products, and industry trends. • Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).

🎯 Requirements

• Bachelor's degree or an equivalent combination of education, training, and work experience. • At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting, or client services role. • Proven business experience and demonstrated technical capabilities. • Experience working with mortgage lenders highly preferred. • Ability to execute commercial transactions, including pitching, negotiating, and closing deals. • Passionate about enhancing client experience and dedicated to customer satisfaction. • Enjoys the process of selling without necessarily focusing on selling a product. • Skilled in creating and delivering persuasive proposals and presentations. • Capable of synthesizing complex information and presenting it clearly and concisely. • Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy.

🏖️ Benefits

• medical • dental • vision • basic life insurance • short/long term disability • 401(k) participation (with company match) • 10 days of vacation • sick time based on state requirements • 8 Company-paid holidays • 2 personal holidays