Client Success Consultant
Required skills
- client success
- account management
- consulting
- customer experience
- customer-facing
- relationship management
- program strategy
- product expertise
- training
- Salesforce
Nice to have
- customer feedback
- market research
Role summary
SMG is seeking a Client Success Consultant to serve as the primary client contact, building strong relationships and ensuring clients derive measurable value from their experience management programs. This role requires expertise in client partnership, program strategy, product knowledge, training, and proactive guidance to enhance program health, feature adoption, usage, satisfaction, and ROI. Responsibilities include managing client programs, guiding best practices, sharing insights, aligning priorities with business objectives, leading consultations, managing communication, resolving issues, and identifying expansion opportunities. A Bachelor's degree or equivalent experience and a minimum of 2 years in a client-facing role are required.
- Serve as an SMG program and product expert, demonstrating features and delivering training that increases effective use of SMG tools.
- Manage client program health and adoption, guiding clients toward best practices across survey design, reporting setup, invite methods, close-the-loop processes, data integrations, and related program elements.
- Proactively share best practices, cross-client examples, training, and practical feature guidance to help clients strengthen and grow their programs.
- Align partnership priorities, deliverables, and timelines to client business objectives, and connect ongoing work to the outcomes clients are trying to achieve.
- Lead annual or semi-annual survey and program consultations, maturity assessments, and strategic partnership planning, then drive follow-through on actions that support program ROI.
- Manage client communication around deliverables and program updates, resolve concerns effectively, and escalate critical issues through seamless resolution.
- Build trusted relationships with key contacts across client levels, anticipate needs, and act as a strong advocate for the client within SMG.
- Identify opportunities to expand listening channels and program value, partner with Sales on additional capabilities, and maintain accurate Salesforce records for deliverables, client health inputs, and action items.
- 30 days: Build a clear understanding of assigned client programs, priorities, stakeholders, SMG tools, and current program health and adoption opportunities.
- 60 days: Lead core client communications, training, and deliverable follow-through while identifying risks, opportunities, and actions that improve adoption and program health.
- 90 days: Own a consistent client partnership rhythm that ties program activity to business objectives, advances strategic plans, maintains strong Salesforce visibility, and surfaces opportunities for additional program value.
- We work with some of the world’s biggest and most valued brands.
- We’re fully remote, and we’re staying that way.
- We offer competitive compensation and benefits, which include but aren’t limited to:
- Unlimited PTO
- Extended parental leave
- Company-issued equipment and tools
- A culture built on connection, collaboration, and continuous improvement
- Bachelor’s degree or equivalent work experience.
- Minimum 2+ years of experience in client success, account management, consulting, customer experience, or another customer-facing role.
- Working knowledge of client success, customer experience programs, retention, and value realization.
- Strong relationship management skills with clients, executives, and internal cross-functional partners.
- Demonstrated ability to provide consultative guidance, identify risks and opportunities, influence action, and manage priorities, client communications, and program health across multiple accounts.
- Previous roles in client success, account management, CX, customer feedback, market research, consulting are ideal.
Originally posted on Himalayas
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