Client Success Specialist Jobs
Client Success Specialist jobs are open across SaaS, healthtech, fintech, and enterprise software, from entry-level associate roles to senior and team lead positions, with specializations in onboarding, renewals, and strategic account management. Find a role that fits from the openings below and apply directly.
Find JobsLooking for remote work? View remote client success specialist jobs →Overview
Showing 5 of 407+ Client Success Specialist jobs
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
Client Success Specialist Jobs by Experience Level
See All 407+ Client Success Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsClient Success Specialist Job Market
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 specialist jobs.
- Two or more years of experience in customer success, account management, or a related client-facing role
- Proficiency with CRM tools such as Salesforce and customer success platforms like Gainsight or Totango
- Demonstrated ability to manage a portfolio of accounts while driving retention and expansion revenue
- Strong written and verbal communication skills for executive-level business reviews and escalation handling
- Familiarity with SaaS business models, subscription metrics, and the customer lifecycle
- Bachelor's degree in business, communications, or a related field, or equivalent practical experience
Tips for Your Client Success Specialist Job Search
Quantify retention and expansion metrics
Hiring managers want to see numbers that prove your impact. Replace vague statements with specifics like net revenue retention, churn reduction, or expansion revenue you influenced. Client success resumes that show business outcomes get callbacks that skills lists alone don't.
Tailor your resume to the sales motion
Companies running a high-touch enterprise model want different skills than those running a scaled, low-touch model. Read each job description for words like 'pooled,' 'scaled,' or 'enterprise,' then mirror that language and adjust your examples to match the motion.
Highlight CRM and CS platform proficiency
Listings regularly filter candidates by tool familiarity. Call out your hands-on experience with platforms like Salesforce, Gainsight, Totango, or ChurnZero early in your resume summary so you clear automated screening before a recruiter ever reads the full document.
Apply early to roles that fit
Migrate Mate lists client success specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a structured success story for interviews
Interviewers in client success roles almost always ask you to walk through a time you turned around a struggling account or prevented churn. Prepare one detailed example with a clear situation, your specific actions, and a measurable result you can deliver confidently under pressure.
Negotiate using renewal and upsell leverage
When an offer comes in, frame your negotiation around the revenue you'll protect and grow, not just your effort. Connecting your compensation ask to the book of business you'll manage shifts the conversation from cost to investment and tends to land stronger outcomes.
Client Success Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most client success specialists?
The companies hiring the most client success specialists 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 and enterprise software companies consistently make up the largest share of postings across all regions.
How many client success specialist jobs are remote?
About 85% of client success specialist openings are fully remote or hybrid as of November 2026, making it one of the more flexible roles in the commercial functions of a software company. Scaled and digital-led success roles tend to be the most remote-friendly, while high-touch enterprise and strategic accounts roles more often require some on-site or regional presence.
How do you become a client success specialist?
Start by building experience in a client-facing role, whether in support, sales, or account coordination, so you understand how customers interact with a product over time. From there, develop familiarity with customer success platforms and core metrics like net revenue retention and churn. Pursuing a certification from a recognized customer success organization can help you stand out when you're transitioning from a different function.
Can you get hired as a client success specialist with little experience?
Yes, many companies hire candidates with limited formal client success experience if you can demonstrate strong communication skills, a customer-first mindset, and basic familiarity with SaaS products. Entry-level associate or onboarding specialist roles are the most common starting points. Highlighting any experience managing customer relationships, resolving complaints, or onboarding users, even in a non-CSM title, can make your application competitive.
What does the client success specialist interview process look like?
Most processes run three to four stages. A recruiter screen focuses on your background and role fit, followed by a hiring manager conversation that goes deeper on how you manage accounts and handle churn risk. A skills or role-play round often simulates a difficult customer conversation or a business review presentation. Final rounds typically involve meeting cross-functional stakeholders from sales or product.
Where can I find and apply to client success specialist jobs?
You can find and apply to client success specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the available roles, find the ones that match your experience and target industry, and apply directly to each listing that fits.
See All 407+ Client Success Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs