Carlsbad, California, United States · Hybrid
$76k–$82k/yr
Job DetailsJob Location: Carlsbad, CA 92011Position Type: Full TimeSalary Range: $76,000.00 - $82,000.00 Base+Commission/yearPosition Summary Hiring Locations: Carlsbad, CA and Colorado Springs, CO Headquarters - Hybrid …
Skills: Client Success Management, Relationship Management, Onboarding, Strategic Consulting, Project Management
Carlsbad, California, United States · Hybrid
$76k–$82k/yr
Job DetailsJob Location: Carlsbad Headquarters - Carlsbad, CA 92011Position Type: Full TimeSalary Range: $76,000.00 - $82,000.00 Base+Commission/yearPosition Summary Hiring Locations: Carlsbad, CA and Colorado Springs, C…
Skills: Client Success Management, Relationship Management, Onboarding, Strategic Consulting, Project Management
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The Client Success Manager is responsible for onboarding clients and building long-term relationships to ensure they achieve meaningful business outcomes. They act as a proactive advisor to maximize solution adoption and coordinate internal resources to deliver high-quality support.
Candidates must have a bachelor's degree and at least three years of experience in client success, account management, or a related client-facing role. Proficiency with CRM platforms and experience in SaaS, consulting, or subscription-based models is highly preferred.
Job DetailsJob Location: Carlsbad, CA 92011Position Type: Full TimeSalary Range: $76,000.00 - $82,000.00 Base+Commission/yearPosition Summary
Hiring Locations: Carlsbad, CA and Colorado Springs, CO Headquarters - Hybrid
The Client Success Manager (CSM) is responsible for onboarding and building trusted, long-term relationships with a portfolio of clients, ensuring they achieve meaningful business outcomes through training and implementation guidance. This role serves as a proactive advisor, helping clients successfully onboard, maximize engagement, adopt solutions, and realize ongoing value throughout their partnership with the company.
The ideal candidate is passionate about client success, relationship management, and business growth. They combine strong directive and prescriptive skills with exceptional organization and communication to create outstanding client experiences while collaborating across internal teams to deliver consistent, high-quality support.
Client Success & Relationship Management
Build trusted relationships with key stakeholders and serve as an advocate throughout the client lifecycle.
Guide clients through onboarding to ensure a smooth transition and strong foundation for long-term success.
Conduct regular organizational reviews to evaluate progress, identify opportunities, and align solutions with evolving client goals.
Proactively identify client needs, resolve challenges, and coordinate internal resources to ensure successful outcomes.
Develop strategies that strengthen client relationships and encourage long-term partnerships.
Collaborate with internal teams to provide a seamless and consistent client experience.
Client Engagement & Adoption
Encourage active participation in training programs, coaching engagements, and educational resources.
Help clients maximize the value of available products, services, and technology platforms.
Identify opportunities to expand client engagement through additional programs, events, and learning experiences.
Monitor client engagement and recommend strategies that increase adoption and overall success.
Develop strong partnerships with clients by understanding their business objectives and growth strategies.
Partner closely with Coaching professionals and internal stakeholders to ensure alignment on client priorities and initiatives.
Act as the voice of the client by providing feedback and insights that contribute to continuous improvement.
Events & Client Experience
Support planning and execution of client experiences during conferences, leadership events, and training programs.
Coordinate personalized outreach and engagement initiatives for key clients before, during, and after company events.
Foster meaningful connections that strengthen client relationships and encourage community involvement.
Collaboration & Continuous Improvement
Work cross-functionally with Sales, Coaching, Marketing, Operations, and other departments to deliver exceptional client experiences.
Maintain accurate client records and document key interactions within CRM and internal systems.
Stay informed on industry trends, client success best practices, and emerging technologies.
Contribute ideas that improve processes, client experiences, and operational efficiency.
Participate in ongoing professional development and team initiatives.
QualificationsQualifications
Bachelor's degree or equivalent professional experience.
Minimum of three years of experience in Client Success, Account Management, Client Success, Relationship Management, Business Development, or a related client-facing role.
Proven ability to manage multiple client relationships while delivering exceptional service.
Experience conducting business reviews, onboarding, or strategic client consultations.
Strong project management and organizational skills with the ability to prioritize multiple initiatives.
Excellent written, verbal, and presentation communication skills.
Proficiency with CRM platforms and client success technologies.
Experience working in a coaching, professional development, SaaS, consulting, or subscription-based business model is highly preferred.
Experience supporting professionals in the real estate industry is a plus.
Preferred Skills & Competencies
Relationship-building and consultative communication
Strategic thinking and problem solving
Client advocacy and empathy
Strong organization and attention to detail
Adaptability in a fast-paced environment
Initiative and proactive follow-through
Collaboration across cross-functional teams
Effective facilitation and presentation skills
Ability to influence and guide stakeholders toward successful outcomes
Continuous learning and a growth mindset
Work by Referral. Live the Good Life!
Buffini & Company is the largest coaching and training company in North America. Founded by real estate legend and master motivator Brian Buffini, the company provides a unique and highly-effective lead generation system. Buffini & Company’s comprehensive business coaching, training programs and cutting-edge content have helped more than 3 million professionals in 37 countries improve their business, increase net profit and enhance their quality of life. Buffini & Company is headquartered in Carlsbad, California.
Offices: 6349 Palomar Oaks Court, Carlsbad, California 92011, US
Work by Referral. Live the Good Life!
Buffini & Company is the largest coaching and training company in North America. Founded by real estate legend and master motivator Brian Buffini, the company provides a unique and highly-effective lead generation system. Buffini & Company’s comprehensive business coaching, training programs and cutting-edge content have helped more than 3 million professionals in 37 countries improve their business, increase net profit and enhance their quality of life. Buffini & Company is headquartered in Carlsbad, California.
Offices: 6349 Palomar Oaks Court, Carlsbad, California 92011, US
