Client Success Director, Salesforce Practice

The Client Success Director, Salesforce Practice, leads a Client Success team and directly manages a portfolio of high-value accounts, ensuring retention, profitability, and client satisfaction.

Requirements

• Directly manage a portfolio of 5–10 accounts, owning client relationships, renewals, and expansion opportunities.
• Lead a Client Success team (CSMs and Coordinators) covering 10-15 accounts per CSM.
• Serve as senior relationship owner and escalation point for strategic accounts.
• Develop and maintain Client Success Plans and lead business reviews for direct accounts.
• Partner with Practice Managing Directrors to ensure alignment on revenue, renewals, profitability, and client satisfaction across the portfolio.
• Set performance targets for renewals, retention, satisfaction, and margin contribution within the practice.
• Support CSMs in account planning, QBRs, and escalation management.
• Drive operational excellence in Client Success processes, including account health tracking, reporting, and renewals.
• Collaborate with Client Partners to ensure seamless transitions when Maintain

Benefits

• Generous paid company holidays, vacation, and paid sick time
• 401K
• Life Insurance
• EAP
• HRA
• Medical, dental, and vision insurance
• Disability insurance