The Role Manage high-touch client accounts, support platform implementation, document interactions, resolve complex issues, and maintain strong client relationships. Identify upsell and revenue-growth opportunities, provide proactive service and root-cause analysis, coordinate with product and engineering teams on platform improvements, and manage special projects. The role requires prioritization, mentoring, communication, conflict de-escalation, and a strong client-focused mindset. Summary Generated by

Built In Job Description:

Client Success Manager InReach I Jonas Software Remote USA or Canada Position Summary The Client Success team is looking to find an experienced service representative to help build and deliver a world class experience to our Clients. The Client Success Manager will also need to be keenly aware of client needs and be responsible for following through with upsell opportunities. Responsibilities Offer support for high touch accounts servicing legal, medical, and other industries and organizations Manage tasks tied to the pre-, post-, and sustaining implementation of our InReach platform Possess a Client-focused mentality to ensure the success of our Client's continuing education programs Maintain positive and meaningful relationships with our Clients by demonstrating integrity and building trust In collaboration with Management, identify and provide ideas for improvements that are related to increased efficiencies, improved processes, and the overall success of the team Document and track all Client interactions in an organized way Provide pro-active service with the goal of delivering solutions and root cause analysis prior to Clients identifying upsell opportunities Manage Special Projects as necessary Maintain extemporary quality standards Identify and communicate any threats, obligations and opportunities to the Manager and the Team Work collaboratively with product management and engineering teams to enhance and fix bugs in the InReach platform Drive revenue growth through organic growth and Back to Base sales Perform other duties as assigned by the Manager Typical Hours Required This is a 40-hour per week, full-time role. Exact hours worked can be flexible, as long as they allow for the business and client needs to be fulfilled. Job Qualifications High school or equivalent Client Success Management experience: 3 years or more Data entry: 1 year (preferred) Sales experience: 1 year (preferred) Experience mentoring client service representatives or peers Personal and professional commitment management experience including break and lunch schedule administration Experience in a priority setting, being able to effectively prioritize tasks and handle multiple tasks simultaneously Excellent organizing abilities, effective and clear written and verbal communication along with highly developed listening skills to clients and colleagues Strong client focus orientation and critical thinking skills to resolve complex client concerns/issues on their own, solution-oriented mindset Proven ability to maintain patience, composure, and have compassion to de-escalate difficult situations to resolve conflicts by both email and over the phone Demonstrated interpersonal savvy, relates well to all kinds of people, able work effectively with client admins and all teams in the company Understanding of the importance of informing clients and colleagues of time sensitive information Demonstrated ability to apply critical thinking skills to identify and provide ideas for improvements that are related to increased efficiencies, improved process, and the overall success of the Team Ability to understand the clients' business objectives and to identify opportunities to expand value through thoughtful recommendations Desire to learn and grow, and collaborate with other members of the Team Exemplary attendance record Must demonstrate strong integrity and trust Possesses a drive for exceeding revenue targets and goals Intermediate to advanced Microsoft Office skills Familiarity with HTML and CSS preferred, but not required Benefits & Compensation $25.00 per hour pay rate Remote/work from home setup Health benefits 401K / Stock opportunities #LI-VL1

Business Unit:

InReach Scheduled Weekly Hours:

40

Number of Openings Available:

1

Worker Type:

Regular More About Jonas Software:

Jonas Software is a leading provider of enterprise management software solutions, serving a wide range of vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving and legal services, to name a few. Within these markets, Jonas is comprised of over 65 distinct brands, each a respected leader in its domain. Jonas' vision is to be the branded global leader across these verticals and to be recognized by customers and industry stakeholders as the trusted provider of "Software for Life." We are committed to technology, product innovation, quality, and exceptional customer service. Jonas Software supports over 60,000 customers in more than 30 countries. We employ over 6,000 skilled professionals, including industry experts and technology specialists. Across our broader network, we support a global workforce of more than 30,000 employees. Headquartered in Canada, Jonas Software has a global footprint with offices around the world. We're a 100% owned subsidiary of Constellation Software Inc., based in Toronto, publicly listed on the TSX (CSU.TO), and a member of the

S&P/TSX 60

Index. Read Full Description Skills Required High school diploma or equivalent At least 3 years of client success management experience At least 1 year of data entry experience At least 1 year of sales experience Experience mentoring client service representatives or peers Experience managing personal and professional commitments, including break and lunch schedules Ability to prioritize tasks and manage multiple tasks simultaneously Excellent organization, written and verbal communication, and listening skills Client-focused orientation, critical thinking, and solution-oriented problem-solving skills Ability to de-escalate difficult situations and resolve conflicts by email and phone Strong interpersonal skills and ability to work effectively with clients and internal teams Ability to communicate time-sensitive information effectively Ability to identify process improvements and efficiency opportunities Ability to understand client business objectives and identify opportunities to expand value Desire to learn, grow, and collaborate with team members Exemplary attendance record Strong integrity and ability to build trust Drive to exceed revenue targets and goals Intermediate to advanced Microsoft Office skills Familiarity with HTML and CSS View all jobs at Jonas Software View Jonas Software Profile Report Job