Customer Success Manager

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Located in Indian Trail, NC

Salary: $70,000 with commission

Client Relationship & Solutions Manager

Schedule: Monday–Friday, 7:00 AM – 5:00 PM
Salary: $70,000 starting salary with commission

Role Overview

This role is responsible for managing and growing existing client relationships by actively listening, identifying needs, and delivering thoughtful solutions. The ideal candidate is detail-oriented, proactive, and skilled at balancing service quality with business growth. Success in this role comes from strong communication, follow-through, and the ability to understand what clients truly need—not just what they ask for.


Key Responsibilities

Client Relationship Management

  • Conduct regular quality checks on current client contracts, including renewals, to ensure satisfaction with service

  • Maintain consistent communication with clients regarding schedules, expectations, and potential service issues

  • Serve as a trusted point of contact by actively listening, clarifying concerns, and confirming understanding

  • Make follow-up contact with each client at least once every three months

  • Generate quarterly customer satisfaction surveys and follow up on feedback, concerns, or opportunities for improvement

Site Evaluation & Needs Assessment

  • Visit and inspect job sites to assess needs and conditions

  • Listen to client goals and ideas, ask thoughtful questions, and offer practical alternatives when appropriate

  • Discuss budgets openly and propose solutions that align with client priorities and constraints

Estimates, Proposals & Contracts

  • Prepare bids, budgets, estimates, and proposals with a high level of accuracy

  • Maintain a weekly log of estimates and proposals for review

  • Review proposals prior to being sent to clients to ensure clarity, accuracy, and completeness

  • Negotiate pricing with clients on alternative solutions when recommended

  • Follow up on outstanding proposals and contracts in a timely manner

Growth & Upselling

  • Identify opportunities to enhance services based on client needs and feedback

  • Present upsell opportunities in a consultative, solution-focused manner

  • Balance client satisfaction with long-term account growth

Documentation & Reporting

  • Accurately document all client interactions, contracts, and follow-ups in Aspire (CRM)

  • Maintain organized records to support renewals, proposals, and ongoing relationship management


Skills & Qualifications

  • Strong active listening and communication skills

  • Ability to build trust and maintain long-term client relationships

  • Comfortable discussing budgets and negotiating pricing

  • Highly organized with strong attention to detail

  • Confident presenting ideas, alternatives, and recommendations

  • Self-motivated with excellent follow-through and time management

  • Comfortable working in a fast-paced, client-facing environment


What Success Looks Like

  • Clients feel heard, supported, and confident in the partnership

  • Contracts are renewed smoothly with minimal issues

  • Proposals are accurate, timely, and aligned with client needs

  • Opportunities for additional services are identified naturally through conversation and trust

  • Client satisfaction issues are addressed proactively, not reactively

#3071OS

Express Office: Monroe
6405 Old Monroe Road
Suite B
Indian Trail, NC 28079
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