Client Success Manager Jobs
Client Success Manager jobs are open across SaaS, fintech, healthtech, and enterprise software, from entry-level associate to director, with specializations in onboarding, renewals, and enterprise account management. Find a role that fits from the openings below and apply directly.
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CLIENT SUCCESS MANAGER – US INSURANCE (P&C)WHO WE ARE
Paktolus – Leaders of the Digital Evolution
Paktolus is a trusted partner to our clients for transformative, end-to-end software and application development solutions. Our mission is to deliver a tangible boost in productivity, profitability, and shareholder value for clients across the globe, whether they are a capitalized start-up or a Fortune 500 company.
With a team of 350+ experts and a footprint spanning North America, Europe, Asia, and Latin America, Paktolus offers an unparalleled advantage by seamlessly combining the strengths of local, nearshore, and international talent pools to bring projects to life.
JOB SUMMARY
We are seeking an experienced Client Success Manager with strong expertise in the US Insurance domain, particularly Property & Casualty (P&C) insurance and Underwriting.
The ideal candidate should have a strong background in Product Management and Technical Business Analysis, along with hands-on experience in custom software/application development.
The candidate will be responsible for understanding client business needs, gathering and analyzing requirements, designing workflows, creating wireframes/mockups, and translating business requirements into functional and technical specifications.
This role requires someone who can bridge the gap between clients, business stakeholders, product teams, and technical teams to drive successful product development and implementation.
KEY RESPONSIBILITIES
- Collaborate effectively with technical and non-technical stakeholders, customers, and internal teams.
- Take ownership of end-to-end product development and successful delivery of assigned initiatives.
- Lead ERP/CRM and custom application development initiatives with minimal supervision.
- Gather, analyze, and document detailed business and functional requirements.
- Conduct stakeholder discussions, brainstorming sessions, and requirement-gathering workshops.
- Create detailed use cases, user stories, functional specifications, and process documentation.
- Design and develop wireframes, mockups, and workflow diagrams to translate business requirements into application functionality.
- Demonstrate strong Product Management capabilities rather than limiting responsibilities to project coordination and tracking.
- Work closely with UI/UX, development, and QA teams to ensure requirements are clearly understood and implemented.
- Lead Scrum planning, backlog prioritization, sprint reviews, and Agile ceremonies.
- Provide functional guidance to technical teams throughout the SDLC.
- Understand and validate business workflows related to US P&C insurance, including underwriting processes.
- Ensure the delivered product functionality meets customer expectations and business requirements.
- Coordinate User Acceptance Testing (UAT), validate test scenarios, and facilitate client feedback.
- Conduct product demonstrations and walkthroughs of newly developed features and applications.
- Identify potential project/product risks and recommend mitigation strategies.
- Monitor project progress, communicate updates to management, and obtain necessary approvals for key decisions.
- Drive continuous improvement in product functionality based on customer feedback and business requirements.
KEY SKILLS AND QUALIFICATIONS (MUST HAVE)
- 5+ years of experience in end-to-end software/application development, technical business analysis, or product management.
- Strong understanding of the US Insurance market, particularly Property & Casualty (P&C) insurance.
- Practical knowledge of P&C insurance underwriting processes, workflows, and business operations.
- Proven experience in Product Management, preferably involving custom software/application development.
- Hands-on experience in requirement gathering, workflow designing, wireframing, and creating application mockups.
- Ability to translate business requirements into functional specifications, user stories, and technical requirements.
- Experience working closely with UI/UX designers, developers, QA teams, and business stakeholders.
- Strong knowledge of SDLC, Agile (Scrum), and Waterfall methodologies.
- Experience with Scrum planning, product backlog management, and prioritization.
- Knowledge and experience using Postman for API testing and validation.
- Understanding of REST, SOAP, XML, Swagger, and system integration concepts.
- Strong understanding of client-server architecture, relational databases, cloud-based, and web-based applications.
- Advanced knowledge of SQL and system integration solutions.
- Must have working knowledge of Business Intelligence concepts, including reporting, querying, dashboards, OLAP, spreadsheets, and data mining.
- Basic understanding of ERP and CRM system implementation.
- Strong understanding of testing methodologies, UAT, and quality assurance processes.
- Excellent verbal and written communication, presentation, and stakeholder management skills.
- Ability to independently manage priorities, identify risks, solve problems, and meet deadlines.
- Excellent documentation and presentation skills, including the ability to communicate ideas through PowerPoint, Word, wireframes, and workflow diagrams.
ADD-ON SKILLS
- Experience in the US P&C Insurance industry, particularly underwriting.
- Knowledge of policy administration, claims management, rating, and insurance lifecycle processes.
- Understanding of insurance technology platforms and custom insurance application development.
- Knowledge of Information Security and Identity Management.
- Experience with BI tools and data-driven product enhancements.
- Exposure to UI/UX design tools and prototyping platforms.
Pay: $120,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Work from home
Application Question(s):
- Do you have experience communicating directly with clients, customers, or stakeholders?
- Whats your current salary (USD) per year
- What are your salary expectations (USD) per year
- Do you have experience in US Insurance?
- “Do you have experience working in the P&C insurance domain?
Work Location: Remote
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Who's Hiring
Top Industries Hiring
- Technology & Software14
- Staffing & Recruiting3
- Insurance2
- Marketing & Advertising2
- Healthcare & Medical Services2
What Employers Look For
The qualifications that appear most often in client success manager jobs.
- Two or more years of experience in customer success, account management, or a client-facing SaaS role
- Demonstrated ability to manage a portfolio of accounts and drive measurable retention or expansion outcomes
- Proficiency with customer success platforms such as Gainsight, ChurnZero, or Totango
- Strong written and verbal communication skills with experience leading executive-level business reviews
- Bachelor's degree in business, communications, or a related field, or equivalent professional experience
- Familiarity with CRM tools, particularly Salesforce, for logging activity and tracking account health
Tips for Your Client Success Manager Job Search
Quantify retention and expansion outcomes
Hiring managers in client success want to see net revenue retention, churn reduction, or expansion revenue numbers on your resume. Replace phrases like 'managed accounts' with the business outcome you drove, even if the number is a percentage improvement.
Tailor your resume to the product type
A SaaS client success manager resume reads differently from one targeting professional services or healthcare IT. Align your language to the product model in each job listing so your experience feels directly relevant to that team's day-to-day.
Filter openings by book-of-business size
Job listings often specify whether the role covers SMB, mid-market, or enterprise accounts. Applying to roles that match the segment you have managed means fewer interview mismatches and stronger answers when they ask about your typical customer.
Apply early to roles that fit
Migrate Mate lists client success manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a mock QBR in interviews
Many client success manager interviews include a presentation round where you run a simulated quarterly business review with the hiring panel. Practice structuring a QBR around customer health data, risk flags, and a concrete upsell or retention recommendation.
Negotiate on variable comp, not just base
Client success manager offers often include a variable component tied to renewal rates or net revenue retention. Ask how the variable is calculated and what percentage of the team hits the target before you evaluate the total package.
Client Success Manager Jobs: Frequently Asked Questions
Which companies are hiring the most client success managers?
The companies hiring the most client success managers right now include DXC Technology, ADP, and Gartner, with the largest share of openings in Texas, New York, and California, based on current listings on Migrate Mate as of November 2026. SaaS companies and cloud platforms consistently account for a large portion of active postings.
How many client success manager jobs are remote?
About 85% of client success manager openings are fully remote or hybrid as of November 2026, making it one of the more flexible roles in the go-to-market function. Positions focused on digital-led or tech-touch customer segments tend to have the highest share of fully remote arrangements compared to enterprise or high-touch account roles.
How do you become a client success manager?
Start in a customer-facing role such as support, implementation, or sales development to build familiarity with how clients adopt and use a product. Move into an associate or junior client success role where you own a book of accounts directly. Build fluency with customer health metrics, learn a platform like Gainsight or ChurnZero, and document the retention or expansion results you drive to make a case for senior positions.
Can I get a client success manager job without direct experience in the role?
Yes, candidates transition into client success from technical support, implementation, project management, and even sales roles. Employers care most about your ability to manage relationships, communicate clearly under pressure, and tie your work to measurable customer outcomes. Highlighting any experience where you owned an ongoing relationship with an external stakeholder and improved a measurable result makes a strong case even without a formal CSM title.
What does the client success manager interview process look like?
Most client success manager interview processes include an initial recruiter screen, a hiring manager conversation focused on your book-of-business experience and approach to at-risk accounts, and a final round that often includes a take-home case study or live presentation simulating a quarterly business review. Some companies add a panel interview with sales, product, or support stakeholders to assess cross-functional collaboration.
Where can I find and apply to client success manager jobs?
You can find and apply to client success manager jobs on Migrate Mate, which lists current openings from across the United States. Find the roles that match your experience and the account segment you want to work in, then apply directly to each listing from the page.
See All 407+ Client Success Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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