Client Success Manager

Location: Charlotte, NC



As a Client Success Manager at DealCloud, you will be a key partner in increasing client adoption, expanding client relationships and helping to grow incremental business. While managing a book of business focused on maximizing client value, you will be expected to develop a thorough understanding of client objectives and success metrics to drive tailored solutions that will ultimately increase adoption and retention.


You will work closely with the Account Management team, helping to streamline our partnership with them, and to ensure a seamless experience with DealCloud for the client.

What you’ll do:
  • Manage a portfolio of multiple accounts shared with Account Management, with a focus on fostering and growing client relationships and driving success through proactive communication
  • Responsible for offering client best practices and a consultative approach to increase client success and product adoption
  • Become an expert in all DealCloud’s products and services
  • Prioritize accounts according to risk and growth opportunity to ensure we keep churn low
  • Work with Account Management to identify and pursue opportunities for upsell, which could include additional users, other areas of the business or new DealCloud product features
  • Work with Account Management on identifying and securing client renewals through regular client reviews and analysis of your accounts
  • Drive new business growth through greater advocacy and reference-ability
  • Conduct product trainings tailored to client needs and business use case
  • Understand and tailor interactions to business objectives
  • Assist clients with questions regarding training, platform configuration, work flow and new processes
  • Be responsible for meeting several metrics; however, the emphasis will be placed on overall account performance, retention, and feature adoption
  • Based on account need, travel to client locations might be necessary



What you’ll get:

  • Competitive compensation
  • Challenging and rewarding work
  • Generous benefits package
  • An incredible team of smart and mission-driven people to work with



What you’ll need:

  • 3+ years experience in customer success, account management or sales
  • Bachelor’s degree
  • Experience with account management or sales software, such as Salesforce
  • Strong Excel skills and competency with Windows OS and Microsoft Office suite required
  • Strong written and verbal communication skills, and be able to work effectively in partnership with clients
  • Analytical and process-oriented mindset
  • Self-motivated, strong work ethic, and a “whatever it takes to get it done” mentality
  • Willingness to roll-up up your sleeves to get the job done while contributing to the overall success of the company
  • Strong organizational skills and is an effective planner
  • Experience with SaaS (cloud based) software deployments



Bonus if you:

  • Knowledgeable on/experienced with back/middle office operations at private capital firms
  • Have deep understanding of financial modeling, reporting and analysis
  • Are an Excel master (advanced Lookup functionality and structuring of pivot tables)




About DealCloud

We are the premier platform for deal professionals in the private capital markets. DealCloud’s deal pipeline and relationship management platform provides an unparalleled environment for managing a robust business development and deal sourcing strategy. DealCloud’s industry-specific capabilities include deal management, portfolio management, fundraising, and investor relations management and reporting.


DealCloud was built by Deal professionals to specifically address the day-to-day information management challenges encountered by professionals in this end-market. The platform is supported by a team of dedicated former deal professionals that have a deep understanding of industry-savvy client service.


Delivered as a web-based Cloud platform, DealCloud is deployed rapidly and can be easily maintained across a global network of users. The built-in customization environment enables users to leverage tailored dashboards that meet their individual needs. The platform seamlessly integrates with Microsoft Office for an intuitive user experience supported by robust reporting.


Are you intensely driven, smart and results focused? Do you thrive in a collaborative team environment? We want to talk to you!


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