Client Success Manager - West Region

Client Success Manager - ComplyAuto

ComplyAuto is a RegTech company offering cloud-based software that helps companies enhance their compliance and security capabilities while becoming more efficient and cost-effective.

ComplyAuto manages and automates compliance decisions, performing tasks that would normally require manually-intensive processes and human intelligence.

ComplyAuto began as a privacy compliance company for automotive dealers, but has quickly expanded into other verticals and compliance areas including cybersecurity, EHS (environmental, health, and safety), and legal compliance.

If you're a motivated Client Success Manager who is eager to contribute to a variety of projects while enjoying an array of exceptional benefits, we are excited to review your application!

Salary Range : $49,920-$62,400 per year and bonus potential (Remote + Occasional Travel Required)

Benefits :

• 401(k) 5% match (1 : 1)
• Medical, dental, and vision insurance; premiums we pay 100% for employee and family
• HSA contribution for qualifying plans
• Unlimited Paid time off and 10 observed holidays
• Equipment provided

Responsibilities :

The primary objective of a Client Success Manager (CSM) at our company is to cultivate robust and enduring relationships with our clientele, driving business enhancement and fulfilling cybersecurity and compliance requirements.

Success in this role is multifaceted, encompassing Client Satisfaction and Retention, Product Adoption and Expansion, Customer Education and Training, Risk Mitigation and Compliance Management, and profound Industry Knowledge.

To achieve these goals, CSMs are engaged in various activities such as customer onboarding meetings, account audits, promoting new products, and consistent follow-up with customers.

Working Hours :

Monday through Friday, 9 : 00 AM to 5 : 30 PM PST with a thirty-minute lunch break. This position also requires occasional travel, providing the opportunity to engage directly with clients and partners outside the regular office environment.

Hours will vary on traveling days based on need.

Required Qualifications : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Client Satisfaction and Retention :

• Achieve high client satisfaction and retention rates.
• Demonstrate the long-term value of our products.
• Conduct regular check-in meetings with clients, ensuring a minimum quarterly engagement.
• Promote product adoption by clearly explaining compliance requirements.
• Aim for a 99% retention rate and a 9 / 10 satisfaction rate on biannual customer surveys.
• Maintain continuity of contact with clients onboarded to prevent loss of connection.
• Travel to clients for in-person meetings to strengthen relationships and address their needs effectively.

Product Adoption and Expansion :

• Motivate clients to fully leverage the software's features and capabilities.
• Guide clients towards adopting new functionalities as they become available.
• Introduce new products to existing clients in line with ComplyAuto's releases.
• Meet or exceed product mention goals as specified by the Client Success Director.

Customer Education and Training :

• Facilitate customer onboarding as per the guidelines set by the Client Success Director.
• Maintain an 85% average compliance score among all managed accounts.
• Organize quarterly meetings for ongoing education on our product suite.
• Travel to provide tailored, in-person training sessions, ensuring a deeper understanding and engagement with our product.

Risk Mitigation and Compliance Management :

• Support clients in mitigating cybersecurity risks and ensuring continuous compliance with relevant standards and regulations.
• Proactively monitor customer account usage to identify potential vulnerabilities.
• Encourage the adoption of comprehensive security solutions like Coro and Duo.

Industry Knowledge :

• Stay informed about industry trends, emerging threats, and regulatory changes, especially those affecting car dealerships.
• Emphasize prior knowledge and understanding of EHS and OSHA requirements, demonstrating the ability to navigate and implement compliance strategies effectively.

Required Qualifications :

• Bachelor's degree in any field or an associate in safety, health, or the environment preferred
• Demonstrated experience in Client Success or Account Management roles preferred
• Willingness to travel on an occasional basis (This role will travel with a vehicle or fly as needed)
• Excellent communication, negotiation, and interpersonal skills.
• Proven ability to manage multiple accounts while maintaining attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.

Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date.

We are unable to sponsor or take over sponsorship of employment visas at this time.

This is a fully remote opportunity, however, candidates must reside in the Continental United States and hiring preference is given to candidates who do not reside in California, Hawaii, or Alaska.

ComplyAuto is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, age, religion, sexual orientation, national origin, disability, gender identity, genetic information, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.

Background check required. ComplyAuto is an equal opportunity employer. We participate in the E-Verify program.

Job Posted by ApplicantPro