Fort Collins, Colorado, United States · Hybrid
$75k–$95k/yr
Why This Role Exists We help mid-market companies turn their data into a strategic asset. Our clients rely on us to design and deliver reporting platforms that fuel better, faster decision-making. This role exists to ens…
Skills: C-suite Consulting, Project Management, Executive Communication, Negotiation, Relationship Management
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Act as the strategic bridge between clients and technical teams to ensure C-suite executives derive maximum value from data solutions. Focus on driving client retention, managing project timelines, and identifying expansion opportunities within a portfolio of mid-market accounts.
Requires a bachelor's degree and a proven track record of consulting with executive leadership and managing complex cross-functional projects. Candidates must be proficient in using AI tools to accelerate workflows and possess strong negotiation and communication skills.
Why This Role Exists
We help mid-market companies turn their data into a strategic asset. Our clients rely on us to design and deliver reporting platforms that fuel better, faster decision-making. This role exists to ensure those clients succeed—building lasting relationships, driving retention, and identifying growth opportunities that expand our impact.
As a Client Success Manager, you'll guide C-suite executives through their data journey, ensuring they extract maximum value from our solutions while identifying strategic opportunities for expansion. It's a role for someone who thrives on building trust, solving problems, and driving measurable business outcomes. You'll operate with a high sense of urgency, using AI as a daily force multiplier to move fast without sacrificing quality.
The Role
You'll serve as the strategic bridge between our clients' business objectives and our technical capabilities. You'll lead consultative conversations with CEOs, CFOs, and CIOs, translating complex data solutions into clear business value. In any given week, you might guide a strategic planning session, negotiate a contract renewal, and identify expansion opportunities—all while ensuring clients see tangible ROI from their data investments.
What You'll Do
What You Bring
What Success Looks Like
Metric | Target | Why It Matters |
Client Retention Rate | 97%+ | Growth depends on retention. We scale by adding new clients, not replacing unhappy ones. |
Client Portfolio Size | 8-12 active accounts | Shows you can manage multiple relationships while maintaining quality and strategic focus. |
Executive Engagement | High | Clients look to you for strategic guidance. You're expected to earn trust and influence decisions. |
Cross-team Collaboration | High | Effective partnership with Analytics Engineers ensures seamless delivery and client satisfaction. |
Organization | High | Strong organizational skills combined with effective project management tools and disciplined scope/timeline management that ensures seamless delivery. |
Why Join Blue Margin
This role is for someone who takes ownership, builds lasting relationships, moves with urgency, and performs at a high level. If that is you, we'd love to meet you.
Turn Your Data Into a BI and AI-Ready Growth Engine
Blue Margin is a fractional data and analytics team for mid-market and private equity-backed companies. The core offering is a Managed Data Service that functions as your data and analytics team without the cost of building one internally, delivered through a straightforward subscription. The work spans the full data lifecycle. Scattered data from ERP, MES, EHR, RCM, Salesforce, HubSpot, Stripe, and other systems gets consolidated into a modern data warehouse on Microsoft Azure. Custom Power BI dashboards turn that data into real-time visibility into the metrics that drive performance, whether that is OEE and machine utilization in manufacturing, inventory turns and fill rate in distribution, revenue cycle in healthcare, or portfolio and fund performance in private equity. Reporting continues to evolve as the business changes. The capabilities break into four areas. Managed Data Services covers everything from secure consolidation to dashboards to ongoing support. Managed Data Analytics provides self-service BI platforms with real-time dashboards and automated reporting. The AI-Ready Data Platform builds unified cloud environments and automated data workflows on Azure. Conversational Analytics lets teams query Power BI data in plain language and get grounded, trustworthy answers in seconds. More than 300 companies across private equity, manufacturing, healthcare, distribution, commercial services, legal, SaaS, and food and beverage have used Blue Margin to turn data into a business asset and support value creation from acquisition through exit. The Dashboard Effect, a book from the Blue Margin team, details how business intelligence and dashboard reporting drive growth and profitability. The Dashboard Effect Podcast features conversations with operators and leaders using data and AI to drive growth. Learn more at bluemargin.com.
Offices: 330 South College, Fort Collins, CO 80524, US
Turn Your Data Into a BI and AI-Ready Growth Engine
Blue Margin is a fractional data and analytics team for mid-market and private equity-backed companies. The core offering is a Managed Data Service that functions as your data and analytics team without the cost of building one internally, delivered through a straightforward subscription. The work spans the full data lifecycle. Scattered data from ERP, MES, EHR, RCM, Salesforce, HubSpot, Stripe, and other systems gets consolidated into a modern data warehouse on Microsoft Azure. Custom Power BI dashboards turn that data into real-time visibility into the metrics that drive performance, whether that is OEE and machine utilization in manufacturing, inventory turns and fill rate in distribution, revenue cycle in healthcare, or portfolio and fund performance in private equity. Reporting continues to evolve as the business changes. The capabilities break into four areas. Managed Data Services covers everything from secure consolidation to dashboards to ongoing support. Managed Data Analytics provides self-service BI platforms with real-time dashboards and automated reporting. The AI-Ready Data Platform builds unified cloud environments and automated data workflows on Azure. Conversational Analytics lets teams query Power BI data in plain language and get grounded, trustworthy answers in seconds. More than 300 companies across private equity, manufacturing, healthcare, distribution, commercial services, legal, SaaS, and food and beverage have used Blue Margin to turn data into a business asset and support value creation from acquisition through exit. The Dashboard Effect, a book from the Blue Margin team, details how business intelligence and dashboard reporting drive growth and profitability. The Dashboard Effect Podcast features conversations with operators and leaders using data and AI to drive growth. Learn more at bluemargin.com.
Offices: 330 South College, Fort Collins, CO 80524, US