Mid Level Lead Client Success Manager Jobs
Mid level lead client success manager jobs go to professionals ready to own client portfolios end to end, translate data into strategic recommendations, and guide junior team members without constant direction. Opportunities cover on-site, remote, and hybrid settings across Technology & Software, Accounting & Auditing, and Marketing & Advertising, with employers like Paylocity, Simulmedia, and Rightway Healthcare hiring at this level now.
Find JobsOverview
Open roles15
Top stateNew York
Top employerPaylocity
Top cityNew York, NY
Work type50% On-site
Top industryTechnology
Showing 5 of 15+ Mid Level Lead Client Success Manager jobs
Client Success Manager, West (R-20154)
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Added 2d ago
Dun & Bradstreet
Client Success Manager, West (R-20154)
Remote
Added 2d ago
Client Success Manager
We won't show you this job again
Added 4d ago
Baker Tilly Canada
Client Success Manager
Chicago, Illinois
Added 4d ago
Client Success Manager
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Added 1w ago
Doximity
Client Success Manager
Raleigh, North Carolina
Added 1w ago
Associate, Client Success
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Added 3mo ago
Sotheby's
Associate, Client Success
New York
Added 3mo ago
Enterprise Client Success Manager
We won't show you this job again
Added 4mo ago
Paylocity
Enterprise Client Success Manager
Schaumburg, Illinois
Added 4mo ago
Added 2d ago
Client Success Manager, West (R-20154)
Dun & Bradstreet·Remote
Job functions:
$78k - $132k/yr
5+ yrs exp.
Remote (US)
Full Time
5,001-10,000 employees
Job Description
Shape the Future with Dun & Bradstreet
At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers.
he Client Success Manager is the primary point of responsibility and accountability for assigned client relationships and related Client Success activities to ensure clients realize value from D&B solutions. The role acts as a trusted advisor within an assigned Sales Channel, bringing D&B’s best ideas, innovations and service capabilities to Clients.
The Client Success Manager supports D&B clients through Driving Adoption and Value Realisation activities, Client Satisfaction, customer health visibility, customer maturity support, value plan execution, risk mitigation and supporting renewals. The role contributes customer health, adoption, maturity, value and risk input into retention readiness and T-Minus planning in partnership with Sales.
Commercial ownership, pricing, contract negotiation, sales quotas and expansion contracting remain with Sales. Technical implementation, integrations, workflow configuration, solution architecture and technical AI assessments remain with Technical Client Success Managers, Technical Advisory resources or other specialist functions.
Essential Key Responsibilities
- Be accountable for the assigned Client’s overall success with D&B, including Driving Adoption and Value Realisation activities, Client Satisfaction, customer health visibility, customer maturity support and supporting renewals.
- Monitor and capture customer health indicators, maturity signals, adoption activity, risk indicators and growth signals, and share relevant insight with Sales, Client Success leadership and internal stakeholders.
- Support customer maturity progression by identifying adoption barriers, use-case gaps and practical next steps that help Clients increase adoption, value realisation and business outcomes.
- Contribute customer health, adoption, maturity, value and risk input into T-Minus retention planning in partnership with Sales, while commercial ownership remains with Sales.
- Execute defined Client Success playbooks to support adoption, customer health, value realisation, retention readiness, T-Minus planning and consistent customer success outcomes.
- Partner with Clients to maintain a D&B solution value plan that connects customer objectives, adoption priorities, success measures and value realisation.
- Build and maintain trusted relationships with the Client community through regular engagement, service reviews and business-outcome discussions.
- Deliver external service reviews to review solution adoption, value progress, Client sentiment and agreed practical next steps.
- Work closely with D&B Sales and Client Success Leaders to prioritize Client engagement opportunities based on customer health, maturity, adoption, risk, spend, growth signals and retention readiness.
- Identify risks to Clients achieving their stated business goals and work with the virtual team to build a risk mitigation or get-well plan.
- Coordinate relevant internal and external stakeholders across Sales, Product, Data, Technology, Delivery, Customer Service, Finance, Legal and other teams to support agreed customer success outcomes.
- Capture and communicate Voice of the Client feedback, adoption trends, customer maturity insights, value realisation evidence, risk indicators and product or service improvement opportunities.
- Maintain accurate and timely information in relevant CRM systems and internal tools to support customer health visibility, success planning, T-Minus planning and internal reporting.
- Collaborate with Technical Client Success Managers, Technical Advisory resources or other specialist functions where specialized support is required for technical adoption, integrations, workflow configuration, solution architecture, technical AI expertise or readiness assessments. The Client Success Manager remains focused on customer relationship management, adoption support, value realisation, customer health, customer maturity support, retention readiness and execution of Client Success playbooks.
- Perform additional duties as assigned, provided they are within the overall scope and level of the Client Success Manager role and in line with applicable local legal and company requirements.
Education and Experience
- Minimum of five years of experience working in client support, client success, customer success, relationship management or a comparable post-sales customer-facing role.
- Experience working with Clients dealing with data, analytics, software, digital workflows or business-information solutions.
- Solid customer success or account servicing experience, with the ability to drive adoption, value realisation, customer health visibility and successful renewal-readiness activities.
- Strong collaboration and influencing skills.
- Client-centric approach with good commercial instincts, while recognizing that commercial ownership, pricing, contract negotiation, revenue targets and sales quotas remain with Sales.
- Ability to build and maintain relationships with Clients and internal stakeholders.
- Excellent listening, presentation and communication skills at all business levels, with effective interpersonal skills.
- Ability to use customer health indicators, usage trends, adoption data, CRM information and customer feedback to prioritize practical Client Success actions.
- Understanding of modern Customer Success practices, including success planning, customer maturity support and progression, value realisation, T-Minus Retention Planning, risk mitigation and coordinated stakeholder management.
- Ability to discuss AI-enabled capabilities and automation opportunities from a customer-value and business-outcome perspective, without owning technical implementation, AI architecture, integrations or workflow configuration.
- Self-starter who can work independently, enjoys solving problems and can execute effectively against plans.
- Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action. Be proactive and seek ways to collaborate and connect with people and teams in support of driving success.
- Continuous growth mindset. Keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors, and widen and broaden competencies through structured courses and programs.
- Where applicable, fluency in English and languages relevant to the working market.
- Ability and willingness to travel up to 25% as required.
This role is commission eligible
Benefits We Offer
- Generous paid time off in your first year, increasing with tenure.
- Up to 16 weeks 100% paid parental leave after one year of employment.
- Paid sick time to care for yourself or family members.
- Education assistance and extensive training resources.
- Do Good Program: Paid volunteer days & donation matching.
- Competitive 401k with company matching.
- Health & wellness benefits, including discounted Wellhub membership rates.
- Medical, dental & vision insurance for you, spouse/partner & dependents.
Pay Transparency
Dun & Bradstreet is an equal employment opportunity employer and believes in honesty and transparency in the employment hiring process, including pay transparency. Accordingly, listed on this posting is a good faith reasonable estimate of the salary range and other compensation in the job posting, as of the date of this posting. Actual compensation decisions for base salary and other compensation will be dependent upon a wide range of factors including but not limited to: an individual’s skill sets, experience, qualification, training, education, location, and any other legally permissible factors. Successful applicants will also be eligible for D&B’s generous benefit package, outlined above.
All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com.
Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform.
Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here.
Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to AcquisitionT@dnb.com to let us know the nature of your accommodation request and your contact information.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please visit https://bit.ly/3LMn4CQ.
Dun & Bradstreet
Client Success Manager, West (R-20154)
Remote
Added 2d ago5,001-10,000 employees
Job functions:
$78k - $132k/yr
5+ yrs exp.
Remote (US)
Full Time
Job Description
Shape the Future with Dun & Bradstreet
At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers.
he Client Success Manager is the primary point of responsibility and accountability for assigned client relationships and related Client Success activities to ensure clients realize value from D&B solutions. The role acts as a trusted advisor within an assigned Sales Channel, bringing D&B’s best ideas, innovations and service capabilities to Clients.
The Client Success Manager supports D&B clients through Driving Adoption and Value Realisation activities, Client Satisfaction, customer health visibility, customer maturity support, value plan execution, risk mitigation and supporting renewals. The role contributes customer health, adoption, maturity, value and risk input into retention readiness and T-Minus planning in partnership with Sales.
Commercial ownership, pricing, contract negotiation, sales quotas and expansion contracting remain with Sales. Technical implementation, integrations, workflow configuration, solution architecture and technical AI assessments remain with Technical Client Success Managers, Technical Advisory resources or other specialist functions.
Essential Key Responsibilities
- Be accountable for the assigned Client’s overall success with D&B, including Driving Adoption and Value Realisation activities, Client Satisfaction, customer health visibility, customer maturity support and supporting renewals.
- Monitor and capture customer health indicators, maturity signals, adoption activity, risk indicators and growth signals, and share relevant insight with Sales, Client Success leadership and internal stakeholders.
- Support customer maturity progression by identifying adoption barriers, use-case gaps and practical next steps that help Clients increase adoption, value realisation and business outcomes.
- Contribute customer health, adoption, maturity, value and risk input into T-Minus retention planning in partnership with Sales, while commercial ownership remains with Sales.
- Execute defined Client Success playbooks to support adoption, customer health, value realisation, retention readiness, T-Minus planning and consistent customer success outcomes.
- Partner with Clients to maintain a D&B solution value plan that connects customer objectives, adoption priorities, success measures and value realisation.
- Build and maintain trusted relationships with the Client community through regular engagement, service reviews and business-outcome discussions.
- Deliver external service reviews to review solution adoption, value progress, Client sentiment and agreed practical next steps.
- Work closely with D&B Sales and Client Success Leaders to prioritize Client engagement opportunities based on customer health, maturity, adoption, risk, spend, growth signals and retention readiness.
- Identify risks to Clients achieving their stated business goals and work with the virtual team to build a risk mitigation or get-well plan.
- Coordinate relevant internal and external stakeholders across Sales, Product, Data, Technology, Delivery, Customer Service, Finance, Legal and other teams to support agreed customer success outcomes.
- Capture and communicate Voice of the Client feedback, adoption trends, customer maturity insights, value realisation evidence, risk indicators and product or service improvement opportunities.
- Maintain accurate and timely information in relevant CRM systems and internal tools to support customer health visibility, success planning, T-Minus planning and internal reporting.
- Collaborate with Technical Client Success Managers, Technical Advisory resources or other specialist functions where specialized support is required for technical adoption, integrations, workflow configuration, solution architecture, technical AI expertise or readiness assessments. The Client Success Manager remains focused on customer relationship management, adoption support, value realisation, customer health, customer maturity support, retention readiness and execution of Client Success playbooks.
- Perform additional duties as assigned, provided they are within the overall scope and level of the Client Success Manager role and in line with applicable local legal and company requirements.
Education and Experience
- Minimum of five years of experience working in client support, client success, customer success, relationship management or a comparable post-sales customer-facing role.
- Experience working with Clients dealing with data, analytics, software, digital workflows or business-information solutions.
- Solid customer success or account servicing experience, with the ability to drive adoption, value realisation, customer health visibility and successful renewal-readiness activities.
- Strong collaboration and influencing skills.
- Client-centric approach with good commercial instincts, while recognizing that commercial ownership, pricing, contract negotiation, revenue targets and sales quotas remain with Sales.
- Ability to build and maintain relationships with Clients and internal stakeholders.
- Excellent listening, presentation and communication skills at all business levels, with effective interpersonal skills.
- Ability to use customer health indicators, usage trends, adoption data, CRM information and customer feedback to prioritize practical Client Success actions.
- Understanding of modern Customer Success practices, including success planning, customer maturity support and progression, value realisation, T-Minus Retention Planning, risk mitigation and coordinated stakeholder management.
- Ability to discuss AI-enabled capabilities and automation opportunities from a customer-value and business-outcome perspective, without owning technical implementation, AI architecture, integrations or workflow configuration.
- Self-starter who can work independently, enjoys solving problems and can execute effectively against plans.
- Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action. Be proactive and seek ways to collaborate and connect with people and teams in support of driving success.
- Continuous growth mindset. Keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors, and widen and broaden competencies through structured courses and programs.
- Where applicable, fluency in English and languages relevant to the working market.
- Ability and willingness to travel up to 25% as required.
This role is commission eligible
Benefits We Offer
- Generous paid time off in your first year, increasing with tenure.
- Up to 16 weeks 100% paid parental leave after one year of employment.
- Paid sick time to care for yourself or family members.
- Education assistance and extensive training resources.
- Do Good Program: Paid volunteer days & donation matching.
- Competitive 401k with company matching.
- Health & wellness benefits, including discounted Wellhub membership rates.
- Medical, dental & vision insurance for you, spouse/partner & dependents.
Pay Transparency
Dun & Bradstreet is an equal employment opportunity employer and believes in honesty and transparency in the employment hiring process, including pay transparency. Accordingly, listed on this posting is a good faith reasonable estimate of the salary range and other compensation in the job posting, as of the date of this posting. Actual compensation decisions for base salary and other compensation will be dependent upon a wide range of factors including but not limited to: an individual’s skill sets, experience, qualification, training, education, location, and any other legally permissible factors. Successful applicants will also be eligible for D&B’s generous benefit package, outlined above.
All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com.
Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform.
Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here.
Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to AcquisitionT@dnb.com to let us know the nature of your accommodation request and your contact information.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please visit https://bit.ly/3LMn4CQ.
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Top Industries Hiring
- Technology & Software
- Accounting & Auditing
- Marketing & Advertising
- Retail
- Staffing & Recruiting
Mid Level Lead Client Success Manager Jobs: Frequently Asked Questions
How do I get a mid level lead client success manager job?
Position your experience around ownership, not just participation. Highlight accounts you managed independently, renewals you drove, and churn you prevented through proactive outreach. Employers at this level want to see that you can read a client relationship, diagnose risk early, and act without being told. Tailor your resume to show business outcomes, such as retention rates improved or expansion revenue generated, not just tasks completed.
Which companies hire mid level lead client success managers?
Companies hiring mid level lead client success managers right now include Paylocity, Simulmedia, and Rightway Healthcare, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from growth-stage SaaS companies, enterprise software vendors, and service businesses that rely on recurring revenue and need experienced professionals to protect and expand their client base.
Are there remote mid level lead client success manager jobs?
Yes, and remote availability at this level is strong. About 50% of mid level lead client success manager openings are remote or hybrid as of November 2026, reflecting how broadly the role translates to distributed work. Client relationships are built through video calls, shared dashboards, and regular check-ins, so most employers have grown comfortable hiring this function remotely.
How do I move up to a mid level lead client success manager role?
Moving from entry level into mid level means demonstrating consistent ownership over time. Build a record of managing accounts independently, flagging risk before it becomes churn, and contributing to renewal and upsell conversations. Seek out cross-functional projects, shadow senior managers on strategic accounts, and document your impact with measurable outcomes. When you can run a portfolio without close supervision, you are ready for mid level consideration.
Which industries hire the most mid level lead client success managers?
Mid Level lead client success manager roles concentrate in Technology & Software, Accounting & Auditing, and Marketing & Advertising, based on current listings on Migrate Mate as of November 2026. These sectors rely heavily on subscription and service models where client retention directly drives revenue, making experienced success managers essential to protecting growth and reducing costly churn.