Client Success Strategist Job at directconceptsllc, Dallas, TX

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  • directconceptsllc
  • Dallas, TX

Job Description

As a Client Success Strategist , you will play a key role in building strong, long-term relationships with our clients by ensuring they receive maximum value from our products and services. You’ll work closely with cross-functional teams to align our solutions with client goals, drive retention, and identify opportunities for growth and expansion.

Key Responsibilities:

  • Act as a trusted advisor and main point of contact for a portfolio of clients after onboarding.
  • Develop deep knowledge of client objectives, challenges, and success metrics.
  • Proactively engage clients to drive product adoption and usage.
  • Create and execute tailored success plans that align with each client’s business goals.
  • Identify upsell, cross-sell, and renewal opportunities in collaboration with the sales team.
  • Track client health metrics and respond to risks of churn or dissatisfaction.
  • Coordinate with product, support, and implementation teams to resolve client issues quickly.
  • Provide feedback to internal teams to influence product improvements and roadmap decisions.
  • Report on account performance, KPIs, and success stories to leadership.

Qualifications:

  • 3+ years of experience in Customer Success, Account Management, or related client-facing roles.
  • Strong communication, presentation, and relationship-building skills.
  • Strategic thinker with a customer-first mindset.
  • Proven ability to manage multiple accounts and prioritize effectively.
  • Familiarity with CRM systems (e.g., Salesforce, HubSpot) and customer success tools.
  • Industry experience in [insert industry—e.g., SaaS, marketing, healthtech] preferred.

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional growth and leadership
  • Collaborative, people-first company culture
  • Flexible working hours and remote-friendly environment Client Success Strategist

Job Tags

Full time, Remote job, Flexible hours,

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