Client Success Manager
dow jonesNew York (NY)
About the role
Job Description
About the Role:
We are seeking a Client Success Manager to own the post-sale client journey for assigned new business accounts- from signed deal through launch, activation, early adoption, and handoff into ongoing account management. This role serves as the primary relationship owner and cross-functional coordinator during the early post-sale phase, working closely with Sales, Regional Sales Coordinators, Operations, Adoption, Engagement, Customer Care, and Account Management.
The goal is a seamless transition from signed account to active, engaged client- reducing friction, accelerating time to value, surfacing risk early, and bringing in the right specialist resources at the right time.
The Client Success Manager is the primary post-sale relationship owner and “quarterback” across the early client lifecycle, accountable for client readiness, launch coordination, onboarding progress, standard-account adoption execution, early engagement, and risk management. The role doesn’t personally own every specialist workstream, but ensures each one happens successfully.
This is not a quota-carrying role. Success is measured by how effectively clients launch, activate, adopt key products and workflows, engage early, and transition cleanly into ongoing account management.
You Will: Own the post-sale relationship and launch orchestrationServe as the primary point of contact from signed deal through onboarding and early adoption.
Lead the handoff from Sales, ensuring client goals, use cases, stakeholders, and launch priorities are clearly understood and documented.
Build 60–90 day onboarding milestones and success plans so clients know what success looks like and can achieve early wins.
Maintain proactive, coordinated communication with clients and internal stakeholders to keep launches on track.
Coordinate account setup with Regional Sales Coordinators and OperationsPartner with RSCs on order processing, account setup/changes, billing, CRM updates, and related handoffs.
Partner with Operations and Fulfillment on provisioning, entitlements, technical readiness, SLA readiness, and launch execution.
Own coordination and follow-through, while RSCs and Operations retain responsibility for their own administrative execution.
Drive onboarding and adoption for standard accountsExecute onboarding using established playbooks, milestones, and training guidance from the Adoption function.
Ensure clients understand activation steps and build early usage habits.
Loop in the Adoption Specialist for top-tier, high-risk, or complex accounts.
Partner with the Adoption Specialist on strategy and high-touch accountsWork within playbooks and frameworks defined by the Adoption Specialist.
Coordinate specialist involvement for strategic accounts, complex launches, low-activation accounts, or accounts needing deeper admin enablement.
Apply Adoption function learnings and best practices across the client base.
Partner with Engagement and Lifecycle teams to deepen usageWork with Engagement Strategy & Performance and Customer Lifecycle Marketing to ensure clients get the right communications, campaigns, and enablement programs.
Use engagement reporting and health signals to prioritize interventions.
Connect clients to the right in-life programs as they move from onboarding into sustained engagement.
Monitor account health and manage riskTrack usage, activation milestones, and health signals to catch stalled onboarding, weak adoption, or early churn risk.
Escalate early and coordinate support across Adoption, Engagement, Customer Care, Operations, and Account Management.
Ensure critical issues stay owned and teams stay aligned on actions and timing.
Act as the voice of the client internallyShare feedback, adoption insights, and emerging needs with Product, Marketing, Sales, Customer Care, and Client Success leadership.
Partner with the Enterprise Customer Care & Voice of Customer Lead on escalations and service themes.
Support a clean handoff into ongoing account managementEnsure a clear transition from early post-sale ownership into the ongoing account management motion once onboarding and early adoption are complete.
Share account context, progress, risks, and adoption status with Account Managers so momentum carries through on high-value accounts.
Success MeasuresMeasured on adoption, engagement, readiness, and handoff outcomes rather than direct revenue. KPIs may include:
Account launch readiness and setup completion rate
Time to onboarding completion and time to first value
Activation and seat activation rate
Adoption of priority products, workflows, and features
Usage frequency, engagement depth, and health score movement
Participation in training, webinars, and lifecycle programs
Early identification and escalation of churn risk or stalled onboarding
Quality of handoff into ongoing account management
Cross-Functional PartnershipsSales Account Executives— post-sale handoff and continuity from signed deal into launch
Regional Sales Coordinators— order processing, account setup/changes, billing coordination
Operations and Fulfillment— provisioning, entitlements, technical readiness, launch execution
Adoption Specialists— onboarding strategy, playbooks, training, high-touch support
Engagement Strategy & Performance / Customer Lifecycle Marketing— health monitoring, engagement plays, in-life programs
Enterprise Customer Care & Voice of Customer— escalations, white-glove service, feedback loops
Account Managers— transition planning and ongoing relationship continuity
You Have:5 years of experience in client success, onboarding, implementation, account coordination, or related post-sale roles in B2B, SaaS, media, or subscription environments
Strong cross-functional project management skills, able to coordinate multiple stakeholders through launch, onboarding, and adoption milestones
Excellent client communication, relationship-building, and stakeholder management skills
Comfort using data and health indicators to monitor trends and flag risk early
A proactive, organized, solutions-oriented approach to client coordination
A client-first mindset focused on driving value through usage, adoption, and engagement — not transactional account support
Our BenefitsRobust medical, vision, and dental insurance
Generous paid personal time and vacation
Savings and retirement planning options
Extensive health coverage for individuals and families
Tuition assistance and educational development support
Paid leave for new parents
Resources for family and dependent care
Commuting/public transit support
Preferred pricing on corporate subscriptions
Employee referral incentives
Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets
Business Area: Dow Jones - Risk
Job Category: Sales
Union Status: Non-Union role
Base Pay Range:
-
We’re committed to offering competitive and flexible compensation to attract top talent. This pay range reflects our good faith estimate for the role and may vary based on a candidate’s experience, skills, location, and other relevant factors.
For bonus-eligible roles, targets are determined based on multiple considerations, including market benchmarks and individual contributions.
For benefits-eligible roles, we offer a comprehensive and competitive benefits package covering health, retirement, wellbeing, and more, along with optional benefits to meet the diverse needs of our employees.
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