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Client Success Manager

Momentive Software

Momentive Software

Customer Service
United States · Remote
Posted on Oct 8, 2025

Job Description:

Develops relationships with mid-sized Cobalt clients in order to increase revenue. To empower customers to achieve their goals through smart utilization of our software, which in turn ensures loyalty and a high rate of retention and expansion. In addition to developing relationships with clients and becoming a trusted advisor, the CSM is responsible for upselling and contract renewals for a strategic segment of our customers. Must have a strong understanding of customers business objectives and the ability to identify and articulate how our solution supports achievement of the customers’ strategic business goals. Manages the customer experience across their segment of customers meeting agreed retention and usage targets. Pursues relationships with current accounts and seeks business expansion opportunities with current clients. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. Performance measured by customer satisfaction and retention.


DUTIES & RESPONSIBILITIES:

  • Develop and maintain strong client relationship throughout the customer lifecycle

  • Basic knowledge of platform system and tools

  • Provide best practices to clients

  • Strive for excellent customer service and delivery, ensuring any concerns/complaints are dealt with and responded to promptly Lessons learned are identified and shared with the relevant teams

  • Engage with customer to promote software adoption and onboarding strategies

  • Provides renewal sales quotations and responds to requests for proposals

  • Manage book of business

  • Occasionally directed in several aspects of the work

  • Gaining exposure to some of the complex tasks within the job function

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

· Experience:

  • Requires 2 to 4 years of B2B SaaS sales experience

  • Bachelor’s degree preferred

  • Consultative sales approach preferred

  • Must have excellent analytical and problem-solving skills

  • Must have the ability to work independently and handle multiple priorities and deadlines simultaneously

· Computer/Technical:

  • Proficient in Office 365 - Microsoft Word, Excel, PowerPoint, Outlook

  • Demonstrate ability to learn and understand basic office software applications

  • Salesforce experience is a plus

  • MS Dynamics experience is a strong preferences

· Other Skills:

  • Excellent verbal and written communication, organization and follow up skills

  • Excellent relationship building skills and ability to work both individually and as a member of a team are necessary

  • Ability to work effectively within a fast-paced, deadline-driven environment

  • Proven track record building successful relationships and partnerships at all organizational levels, internally, externally, intra and interdepartmentally

  • Strong client focus with exceptional collaborative and influencing skills

#LI-JF1 #momentivesoftware

About Us:

Momentive Software amplifies the impact of over 30,000 purpose-driven organizations in over 30 countries. Mission–driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue. Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live. Learn more at momentivesoftware.com

Why Work Here?

At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.

Medical, Dental & Vision Benefits

401(k) Savings Plan with Company Match

Flexible Planned Paid Time Off

Generous Sick Leave

Inclusive & Welcoming Environment

Purpose-Driven Culture

Work-Life Balance

Commitment to Community Involvement

Employer-Paid Parental Leave

Employer-Paid Short-Term Disability

Remote Work Flexibility

Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.