<p>The Client Success Manager (CSM) plays a pivotal role in guiding clients, fostering strong relationships, and advocating for their business goals. They anticipate and address evolving client needs, focusing on retention, growth, and collaboration with Sales, Product, Finance, and Marketing. Acting as the primary contact for a high-volume portfolio of small to mid-size accounts across Emerging and Inside Sales segments, the CSM will manage high-level relationships, maintain communication, and oversee the overall client experience with an emphasis on scalable engagement and retention strategies. The CSM serves as a bridge between various internal groups, to align customer success initiatives with broader business goals. Working closely with Business Relationship Managers (BRMs), CSMs develop strategies that ensure client satisfaction and retention, requiring a blend of strategic planning, communication, and analytical skills to drive long-term success. </p><p><i>The target base pay for this position is $102,000.00 with on-target-earnings (OTE) are near $130,000.</i></p><h3><u>Responsibilities:</u></h3><h3>Client Relationship Management: </h3><ul><li><p>Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.</p></li><li><p>Build trusted advisor relationships with key operational leaders at client organizations.</p></li><li><p>Build, personalize, &amp; deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.</p></li></ul><h3>Client Success and Retention:</h3><ul><li><p>Strategically focused on ensuring the overall success and retention of Optimal Blue clients.</p></li><li><p>Serves as a subject matter partner for clients utilizing Optimal Blue PPE, with a strong understanding of pricing, eligibility and workflow configuration.</p></li><li><p>Drives PPE adoption by identifying underutilized features, configuration gaps, and workflow inefficiencies.</p></li><li><p>Partners with clients to align PPE usage with business objectives but does not perform day-to-day client system administration or client support.</p></li><li><p>Monitors and assesses the health of client relationships through data, leading indicators, and direct engagement.</p></li><li><p>Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client account.</p></li></ul><h3>Renewals and Revenue Growth:</h3><ul><li><p>Own forecasting and prioritization for client renewals within assigned accounts.</p></li><li><p>Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.</p></li></ul><h3>Team Collaboration and Leadership:</h3><ul><li><p>Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client rel