Junior Client Success Specialist (Remote)

The company, one of the most innovative software companies in the heart of Utah's Silicon Slopes, is in search of an exceptional Client Success Manager.

About the company

The company cares about its employees, customers, and the world in which we live. Our rapidly-growing team serves Fortune 500 companies like Adobe, Cisco, IBM, Oracle, VMware, and others to prepare and execute in-person, virtual, and hybrid events, across the world. Those events are delivered through our industry-disrupting software platform, with groundbreaking business intelligence, to elevate the attendee experience, streamline event operations, and accelerate marketing results. We are well-funded, growing fast, and building a company that is changing the market — it will be challenging, fun and exciting.

About the Role

As a Client Success Manager, you lead the way with clients, harnessing your understanding of their goals and objectives to deliver value through the RF platform. In this role, you will be responsible for the engagement, on-going success, and partnership of the company clients who use our event platform. If you enjoy building and owning client relationships, then this is the role for you!

The Client Success Manager (CSM) is responsible for ensuring an outstanding client experience throughout the client lifecycle. The CSM articulates value and understands the client’s strategic goals, and leverages that understanding to drive client adoption, success, and retention. The CSM will lead the post-sales efforts in building account plans and leading key initiatives that are successful and repeatable in delivering value to our clients. The CSM is highly proficient in the the company platform to intelligently speak to the value and usage of each module/workstream. Additionally, the CSM identifies opportunities to enhance client relationships and promote the proper utilization of the company resources.

Key Responsibilities

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B2A Management & Auditing (Primary Focus - ~80%)

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Creation & Maintenance: Partner with Client Success Management Leadership to create and keep up-to-date B2A documentation for new and existing accounts.

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Accuracy Audits: Perform regular, structured audits of B2As to ensure alignment with active client contracts, scope changes, and deliverable schedules.

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Compliance Tracking: Monitor deliverable completion against agreed-upon B2A milestones and flag discrepancies or potential risks to CSM Leadership.

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Asset Organization: Keep central repositories, knowledge bases, and CSM tools organized and aligned with current B2A standards.

CS Operations & Administrative Auditing (~20%)

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Workflow Auditing: Audit recurring administrative tasks across the CSM team (e.g., account health updates, account health scores, recurring weekly administration) to maintain quality control.

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Process Standardization: Identify gaps in administrative routines and recommend streamlined templates, checklists, or procedural improvements.

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Reporting & Tracking: Maintain weekly and monthly operational scorecards detailing B2A completion rates and team administrative compliance.

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Team Support: Assist CSM team members with ad-hoc administrative tasks and cross-functional handoffs as needed.

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Support other reporting/analysis areas including: Post-Conference dashboard audits/prep, Salesforce reports/dashboard creation and maintenance, Risk report analysis.

Qualifications

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Education & Experience

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Bachelor’s degree or equivalent professional experience.

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1-2 years of experience in an analytical, customer service, or administrative role.

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Technical Skills

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Proficiency with standard office productivity tools (Microsoft Office Suite, Google Workspace).

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Familiarity with CRM systems (e.g., Salesforce) is a plus.

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Strong Excel / Google Sheets skills (data entry, basic formulas, filtering, and cross-referencing).

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Core Competencies

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Exceptional Attention to Detail: High standard for accuracy when auditing documentation and data.

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Analytical Mindset: Comfortable reading through contracts or agreements and mapping them to internal operational tasks.

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Communication: Clear, concise written and verbal skills for coordinating across CSM leadership and Sales Directors.

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Time Management: Able to prioritize tasks, meet recurring audit deadlines, and manage competing priorities independently.

What Success Looks Like in One Year

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30 Days: Complete onboarding, gain full understanding of the B2A framework, and shadow CSM Leadership on current account practices.

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60 Days: Take full ownership of B2A creation and begin running routine weekly audits.

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90 Days: Establish a standardized administrative auditing process across all recurring CSM team tasks and present initial findings/improvements to CSM Leadership.

Location/Travel

This remote role can be located anywhere in the United States of America. There will be 30% travel in this role. Most trips will be 2-3 days and may include weekend travel.  This travel may include attending client events, executive business reviews, and strategic stakeholder meetings.

Why work at the company?

At the company we delight millions of attendees at large-scale events by delivering better insights, experiences, and marketing. We were able to pivot our product and services offering in 2020 to continue growing and serving new clients and events.

As a member of the the company team, you will have the opportunity to experience first-hand the impact of our platform at events around the world. Additionally, the company offers competitive salaries, competitive benefits, 401k, generous PTO, and countless other team building activities.

What are you waiting for? Apply today! We need more talented, hard-working, fun-loving team members just like yourself!