About DevSavant

At DevSavant, we are a trusted technology partner delivering innovative, high-quality solutions with a focus on excellence and results. Our people are at the heart of everything we do, fostering a culture of growth and well-being. Join us and thrive in a supportive, success-driven environment.

About the Role

The Client Success Specialist will be responsible for building strong, long-term relationships with clients and ensuring their success throughout their entire journey with the platform. As part of the Client Success Team, this role focuses on enhancing the post-sales experience by acting as a trusted advisor, helping clients maximize the value of the company’s products and services while effectively addressing any challenges. Key responsibilities include guiding clients through onboarding, adoption, retention, and growth, while ensuring a seamless and positive experience at every stage. The ideal candidate is client-focused, empathetic, proactive, and results-oriented, with a strong ability to understand client needs and deliver exceptional value. This is a remote position with occasional travel required for industry events, company meetings, and client interactions.

Key Responsibilities

• Client Onboarding: Lead and manage the onboarding process for new clients, ensuring a smooth transition onto the platform. Deliver training, resources, and guidance to help clients quickly realize the value of their investment.

• Client Relationship Management: Build strong, trust-based relationships with clients, serving as their primary point of contact throughout the lifecycle. Act as a proactive advocate by understanding client goals, identifying pain points, and providing tailored recommendations.

• Maximizing Product Adoption: Promote product adoption by educating clients on new features, functionalities, and best practices. Conduct regular check-ins to ensure clients are leveraging the platform effectively to achieve objectives.

• Client Retention & Growth: Identify opportunities for expansion and upselling. Ensure clients remain engaged, satisfied, and motivated to renew subscriptions. Resolve issues quickly to support long-term retention.

• Client Advocacy: Serve as the voice of the client internally, sharing feedback to influence product improvements. Contribute to the creation of success resources such as FAQs, guides, and best practice documentation.

• Problem Resolution: Address and troubleshoot client concerns in a timely and professional manner. Collaborate with internal teams to resolve complex issues and escalate when necessary.

• Performance Metrics & Reporting: Monitor and report on key metrics such as adoption rates, CSAT, NPS, and renewals. Use data-driven insights to continuously improve the client experience.

• Cross-Functional Collaboration: Work closely with Sales, Product, and Marketing teams to deliver a seamless client experience. Provide input to help shape strategies based on client feedback and market trends.

• Industry Engagement: Represent the company at industry events, client meetings, and conferences to build relationships and stay updated on trends.
  

Qualifications

• Experience: 5 + years in client success, account management, or a similar role, preferably in the SaaS industry. Background in accounting, finance, or technology sectors is a plus.

• Client-Centric Mindset: Passion for client success with a proven track record of building strong relationships and driving long-term retention.

• Strong Communication Skills: Exceptional written and verbal communication abilities; skilled at simplifying complex concepts and comfortable presenting to groups of all sizes.

• Problem-Solving Ability: Adept at identifying issues, proposing solutions, and managing client expectations. Resourceful in troubleshooting product-related challenges.

• Project Management Skills: Strong organizational and time management skills with the ability to manage multiple accounts, prioritize, and meet deadlines.

• Technical Aptitude: Comfortable using SaaS products and technical tools, with the ability to learn new platforms quickly. Familiarity with CRM tools, client success platforms, and reporting systems is a plus.

• Collaboration & Teamwork: Strong interpersonal skills and the ability to work effectively across teams and departments.

• Education: Bachelor’s degree in Business, Marketing, Communications, or a related field preferred.

• Travel: Willingness to travel occasionally for client meetings, company gatherings, and industry events.

What We Offer

• Impactful Work: Contribute to a fast-growing company transforming practice management for financial professionals.

• Client-Focused Culture: Join a team dedicated to exceeding client expectations and delivering long-term success.

• Remote Flexibility: Enjoy the benefits of working from home while managing your schedule with autonomy.

• Travel Opportunities: Represent the company at industry conferences and client events while expanding your professional network.

• Growth & Development: Take advantage of career advancement opportunities as the company continues to scale.

• Collaborative Environment: Work with a supportive, dynamic team where your ideas and contributions are valued.