Client Success Manager
Client Success Manager
Join Opzio as a Client Success Manager and help clients onboard, launch, and get measurable value from SaaS, AI automation, and workflow automation solutions.
Job Description:
Opzio is looking for a Client Success Manager to manage client relationships, support project onboarding, coordinate communication, and help clients get the best results from automation systems.
You will act as the main point of contact for clients during onboarding, project delivery, feedback collection, launch, and post-launch support. You will work closely with automation specialists, designers, developers, and growth strategists to make sure each client receives a smooth and valuable experience.
The ideal candidate is proactive, clear in communication, organized, and able to translate client needs into actionable internal tasks.
Responsibilities:
- Manage client communication during onboarding, project delivery, and post-launch support.
- Understand client goals, workflows, challenges, and success metrics.
- Coordinate with automation, design, development, and marketing teams.
- Track project updates, deliverables, feedback, and next steps.
- Prepare client summaries, meeting notes, and progress updates.
- Help clients understand how to use their automation systems.
- Collect feedback and identify opportunities for improvement.
- Monitor client satisfaction and support long-term retention.
- Escalate technical issues to the right internal team.
- Support renewal, upsell, and expansion opportunities when appropriate.
Preferred Qualifications:
- Experience in client success, account management, SaaS support, digital project coordination, or customer onboarding.
- Strong understanding of client communication, expectation management, project updates, and follow-up processes.
- Experience working with SaaS platforms, CRM systems, workflow automation tools, or digital service projects.
- Ability to translate client feedback into clear internal tasks for design, development, automation, or marketing teams.
- Strong documentation skills for meeting notes, client summaries, onboarding guides, and progress updates.
- Comfortable explaining technical or automation-related concepts in simple, client-friendly language.
- Experience supporting renewals, upsells, retention, or long-term client relationships is a plus.
- Knowledge of AI automation, business workflows, or revenue operations is preferred.
Requirements:
- 2+ years of experience in client success, account management, project coordination, SaaS support, or digital services.
- Strong communication and relationship management skills.
- Ability to manage multiple clients and priorities.
- Understanding of SaaS platforms, automation tools, CRMs, or digital projects.
- Strong documentation and follow-up habits.
- Comfortable explaining technical concepts in simple language.
- Experience working with remote teams is preferred.
- Knowledge of workflow automation, AI tools, or CRM systems is a plus.
Apply Now
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