Scaled Client Success Manager – Scaled Client Success

Job Description

Client Success Manager | DailyPay

The Tone:
This is a full-time role at DailyPay, located remotely throughout the United States. DailyPay is a worktech company that provides an on-demand pay solution, leveraging an award-winning technology platform to help top employers build stronger relationships with their employees. This voluntary employee benefit empowers workers to feel more motivated and supported in their financial well-being. This role is crucial for managing and expanding a high-volume portfolio of small-to-medium enterprise clients, focusing on resolving issues and ensuring long-term product adoption and client retention.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Remote, United States

• Team: Customer Office
• Mission: Manage and grow a high-volume portfolio of small-to-medium enterprise clients by resolving issues and driving long-term retention and product adoption.
• Tech Stack: Salesforce, Gainsight

What You’ll Actually Do
• Portfolio Management: Manage a large portfolio of small-to-medium enterprise accounts by applying “one-to-many” communication strategies to ensure consistent engagement.
• Adoption Growth: Drive the adoption of DailyPay features and tools by educating clients on the value of our products and services.
• Issue Resolution: Resolve emerging client concerns and technical hurdles with some discretion, escalating complex issues to senior leadership when necessary.
• Health Monitoring: Proactively identify at-risk accounts and implement standardized save-plays by building fluency with internal health-scoring tools.
• Renewal Execution: Execute standardized renewal processes to maintain high retention rates across the assigned client base.

The Must-Haves
• Background: Bachelor’s degree in Business, Communications, or a related professional field.
• Experience: 1–3 years of experience in client success, account management, or customer support.
• Skills: Proficiency in CRM systems like Salesforce or Gainsight, strong written and verbal communication for delivering clear value propositions, proven ability to resolve routine to semi-complex issues independently, and foundational ability to interpret data dashboards for proactive client outreach.
• Bonus: Experience preferably in a SaaS or fintech environment.