Client Success Manager

Perigon · Eau Claire, Wisconsin
Department Perigon
Employment Type Full-Time
Minimum Experience Experienced

Position Summary:


The Client Success Manager is a critical, strategic role in the business evolution of Perigon.  The CSM will ensure that maximum value is derived from our products and services by quantifying the value, driving implementation, sharing best practices, answering business questions, identifying opportunities and assisting with development of strategic goals and objectives.  The CSM’s goal is to ensure that the value derived from the solution far exceeds customer’s expectations; as such, the role requires a combination of customer management experience and execution expertise. Additionally, this role relies heavily on personal accountability for results, and a willingness to go ‘the extra mile’ for each and every customer.


Primary Responsibilities:


The CSM will collaborate with customers, sales, software development and service teams to deliver solutions that solve some of the most involved and challenging technology issues our customers encounter. The CSM will work with customers and internal stakeholders to scope work, set business goals, identify appropriate resources, track and report on progress and develop schedules to speed customer adoption and migrations. CSM will monitor customer performance by assessing risks, anticipating bottlenecks, providing critical issue management, balance trade-offs, and encourage risk tasking to maximize business value.


Key Characteristic and Attributes for the CSM (will include but not limited to):


  • Passionate about delivering a great customer experience
  • Team player, critical thinker, self-motivated, and have the ability to deal with uncertainty
  • Diplomacy, tact, and poise under pressure when working through issues
  • Is detail-oriented, possessing excellent problem-solving abilities
  • Exemplary communicator
  • Utilizes technical expertise and operational excellence to influence the team’s decisions to produce and secure robust customer solutions




  • Bachelor’s Degree in Business or related field or a minimum of 5 years of experience in a customer-facing customer success, account management or strategic consulting organization. SaaS experience a benefit
  • Self-motivated, proactive team player with innovative ideas to inspire customer loyalty and adoption
  • Strong interpersonal skills and experience building strong internal and external relationships
  • Consistent track record of highly professional customer service in a fast paced, dynamic environment


Work Conditions/Equipment:


Most work performed indoors.  Physical activity consists of normal office work and occasional lifting up to 30 pounds.  Utilization of office machines and computer equipment.  Occasional local and regional travel may be necessary to complete a job task or assignment.

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  • Location
    Eau Claire, Wisconsin
  • Department
  • Employment Type
  • Minimum Experience