Position Details

Salary $50K – $60K USD / year

Type Not Specified

Experience mid

Exp. Years Minimum of 3 years of professional experience, with at least one year of project management experience; Minimum of 2 years Client services / customer service experience

Education Not specified

Category Customer Success & Support

About this role

The Client Success Manager owns the client journey to compliance from onboarding through project execution. This role coordinates meetings, manages project tracking in Monday.com and a GRC platform, and delivers risk/compliance deliverables and quarterly progress updates.

Key Responsibilities

Serve as primary point of contact for clients and partners and manage onboarding and project phases
Coordinate and lead regular client meetings with agendas and after-meeting action item reports
Manage client project boards and document progress using Monday.com and the GRC management platform
Utilize tools to create and deliver risk assessment results, collect compliance evidence, and produce project plans
Provide quarterly updates and perform ongoing audits to ensure accurate pricing and manage scope/service changes

Technical Overview

You will manage compliance delivery artifacts using a GRC management platform, produce risk assessment results and project plans, and coordinate evidence collection and audits. The role relies heavily on project tracking tools and collaboration platforms including Monday.com, Zoom, Slack, and Microsoft Teams.

Ideal Candidate

The ideal candidate is a customer success professional with at least 2 years of client services/customer service experience and 3+ years total experience, including 1+ year in project management. They are comfortable running client meetings, maintaining project boards and action items, and using Monday.com and a GRC management platform to produce compliance-related deliverables and risk assessment results.

Must-Have Skills

project managementclient services / customer service experienceMicrosoft Office suiteWordExcelPower Pointonline collaboration toolsZoomSlackMicrosoft Teamsproject management toolsMonday.comability to collect and analyze dataability to document resultsability to create and maintain professional relationshipsminimum 3 years of professional experienceat least one year of project management experienceminimum 2 years client services / customer service experience

Nice-to-Have Skills

experience with Asanaexperience with Jiraexperience with GRC management platform

Tools & Platforms

Monday.comGRC management platformMicrosoft OfficeWordExcelPower PointZoomSlackMicrosoft TeamsAsanaJira

Required Skills

project managementclient project boardsMonday.comGRC management platformrisk assessment resultscollect evidence of complianceproject plansauditsMicrosoft Office suiteWordExcelPower PointZoomSlackMicrosoft TeamsAsanaJiradata collection and analysisdocument resultsclient meetingsafter-meeting action item reportsquarterly updates

Hard Skills

project managementclient project boardstask assignmentprogress documentationrisk assessment resultscollect evidence of complianceproject plansongoing auditspricing accuracymanage changes to project scopeMicrosoft Office suiteWordExcelPower Pointonline collaboration toolsZoomSlackMicrosoft Teamsproject management toolsAsanaJiraMonday.comGRC management platformafter-meeting action item reportsagendasdata collection and analysisdocument resultsquarterly updates

Soft Skills

adaptabilitymultitaskprioritizationexcellent written communicationexcellent verbal communicationself-starterinitiativecollaborationprofessional relationship buildingorganizational skillstime managementstakeholder accountabilityability to coordinate across internal and external resourcesauthoritative communicationproactive problem-solvinglead meetings

Industry & Role

Industry SaaS

Job Function Drive client compliance delivery through proactive project coordination, governance documentation, and stakeholder management

Role Subtype Customer Success Manager

Keywords for Your Resume

Client Success ManagerCSMclient servicescustomer serviceproject managementproject boardsMonday.comGRC management platformrisk assessment resultscompliance evidenceproject plansclient meetingsafter-meeting action item reportsquarterly updatesstakeholder accountabilityauditsMicrosoft Office suiteWordExcelPower PointZoomSlackMicrosoft TeamsAsanaJiradata collectiondata analysis

Deal Breakers

Minimum 3 years of professional experience, with at least one year of project management experience, Minimum 2 years Client services / customer service experience, Must have knowledge of Microsoft Office suite including Word, Excel, and Power Point, Must have experience with online collaboration tools such as Zoom, Slack, or Microsoft Teams

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