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Sovereign’s Capital
Sovereign’s Capital

Client Success Manager



Customer Service
North Carolina, USA
Posted on Saturday, January 27, 2024

As a Client Success Manager (CSM) on RevBoss’ Client Success team, you will own the relationship of 8-10 clients, provide strategic outbound lead gen expertise primarily through email campaigns, and ensure they see measurable success from our service and insights. Your success in the role will be based on client satisfaction, retention, and upsell/business growth components.

Our CSMs are organized into “pods” consisting of other CSMs and a Growth Strategist leader. There is shared accountability and responsibility for the pod’s clients and their success - so you’ll be working collaboratively on strategic discussions for all clients within your pod, including the 8-10 you directly manage.

Your primary responsibility is to drive leads (and happiness) for our clients. We are looking for someone with 3-5 years of experience managing client relationships in a consultative capacity, ideally in outbound/lead generation. We expect the person in this role to be comfortable taking full ownership of clients’ success and making strategic decisions on their behalf.

You’ll spend most of your time working directly as a strategic partner on prospect research and strategy, managing email outreach programs, leading client check-in calls, using internal data and insights to guide client campaign optimizations, and working with our team to refine our process. This role will require you to manage a number of moving pieces for multiple clients, so you’ll need to be incredibly organized, adept at switching gears, and ready to hustle.

As Biz Dev experts, we have all of the tools and know-how (not to mention a great team) that will give you all the training that you will need to be successful - including a ramped new hire curriculum to get you started!

The role is based in Durham, NC -- but we’re open to remote employees and have quite a few full time remote team members. Your interviews/onboarding will be via video calls.

Base Salary for this role is between $50,000 — $60,000, and there are a lot of client bonus/EOY profit share opportunities.

The Client Success Manager position is our base level of a tiered CSM progression path. We are very committed as a team to training and promoting internally. The promotion to CSM2 is expected within 6-8 months, and comes with a base pay bump, and unlocks additional client retention earning potential.

Primary Responsibilities:

  • Execute and optimize lead gen campaigns for 8-10 clients.
  • Have a strong understanding of our clients’ products and services.
  • Transition warm sales leads to our customers.
  • Actively lead all client account meetings and build strong rapport with key stakeholders.
  • Manage, retain, and upsell into your existing clients.
  • Effectively communicate with clients on campaign health, proactively offering recommendations for strategies + approaches based on insights and data.
  • Utilize the RevBoss platform to its fullest potential and stay up to date on new product features.

Required Skills/Experience:

  • 3-5 years applicable work experience in a Sales or Client Success Manager role required, ideally in outbound lead generation or email marketing.
  • Impeccable data management and extreme attention to detail.
  • Experience managing sales prospecting tools (ie: Apollo/Zoominfo) a plus.
  • Comfortable with a fluid, fast-paced work environment.
  • Superior client facing communication skills.
  • Proficient with productivity tools (email, MacOS, CRM, Google Docs)


  • Unlimited PTO
  • Insurance (health, dental, vision, life and disability.)
  • 401k and Health savings accounts
  • Flexibility (Work from wherever and work whenever — just get things done and communicate with your team.)
  • Parental leave (6 weeks paid leave for parents - adopting or birth.)
  • An incredibly supportive, honest team to work alongside... Honestly :)

Salary Range:

  • $50,000 — $60,000 base (+ bonuses for client upgrades/renewals averaging 1-3k). And lots of earning opportunities ahead as you advance within the CSM org path!

Everyone is welcome at RevBoss.

RevBoss is committed to providing a safe, welcoming, and inclusive work environment to our team, clients, and partners.

RevBoss is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status.

Values are who you are. Culture is what you do.

Culture is the most important thing that we build at RevBoss. And we build and affirm it every day in the way that we work, the way that we manage, and the way we do all the things in between.

Our culture and our actions stem from our three core values — happiness, accountability, and transparency. Read more here.