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Client Success Manager | Sales


Job Title: Client Success Manager
Location City: United States (Remote)
Industry: Research and Advisory Services
Company: Everest Group

About Everest Group

Everest Group is a leading research firm helping business leaders make confident decisions. We guide clients through today’s market challenges and strengthen their strategies by applying contextualized problem-solving to their unique situations. This drives maximized operational and financial performance and transformative experiences. Our deep expertise and tenacious research focused on technology, business processes, and engineering through the lenses of talent, sustainability, and sourcing delivers precise and action-oriented guidance. Find further details and in-depth content at www.everestgrp.com.

Everest Group is with you on the journey. We are committed to empowering team members to develop their potential, share their authentic selves, and inclusively engage. This means we continually celebrate the diverse journeys different individuals cultivate. We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. If you share our values and enthusiasm for solving challenges, you will find a home at Everest Group.

Job Overview

The Client Success Management group provides ongoing support to our clients – sourcing and vendor management and GBS leaders in large enterprises. This role requires strong customer relationship, stakeholder management, and consulting skills. As a member of our fast-growing enterprise client success group, you will own the entire relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and satisfaction. You will leverage your thorough understanding of our membership offerings and custom research services to match our members with fact-based research and advice to support their decision-making. You will spend time understanding clients’ business goals, help them navigate our research areas, and connect them with our expert analyst team and published research.

Key Responsibilities

  • Develop trusted relationships with contacts at key client accounts, including stakeholders and executive sponsors at those clients
  • Serve as a primary point of contact for all client needs, including enquiry, training, onboarding, and reporting
  • Create, execute, and deliver client engagement strategies informed by client needs and internal account strategy
  • Liaise with internal teams including sales, analysts, and information services to deliver excellent service to clients
  • Monitor usage of Everest Group services and gather client feedback to ensure clients achieve value
  • Track usage metrics and prepare engagement reporting for clients using Excel and data visualization tools
  • Triage and forward client requests, track and pursue responses, and issue escalations as needed
  • Seek to improve the entire client experience continuously
  • Use knowledge and insight gained from client interactions to identify new business opportunities
  • Work closely and maintain strong working relations with multiple internal and client stakeholders
  • Profile clients by gathering information from external and internal sources, including financial statements, annual reports, published articles

Skills and Activities

  • Strong oral and written communication skills, including attention to detail
  • Good experience with MS Office (particularly MS Excel and MS PowerPoint)
  • Exposure to CRM software (e.g., Salesforce or ZOHO) is preferable, not mandatory
  • Ability to interact and effectively work with others in a team environment
  • Attention to detail
  • Experience of online training will be an advantage
  • Ability to multi-task, work under pressure and successfully manage deadlines
  • Self-motivated and able to prioritize and work independently
  • 4-10 years of experience in account management, sales support, client/account intelligence, sales enablement, or customer success
  • History of excellence in academics, personal or vocational achievements



Everest Group complies with the GDPR, CCPA/CPRA and other data protection regulations. For more information on how Everest Group processes your personal information, please read our Privacy Notice (www.everestgrp.com/privacy-notice-for-applicants-employees-and-contractors/). By submitting this application, you indicate that you have read and understand our privacy terms and consent to the processing of your personal information by us. To exercise your data subject rights under GDPR, CCPA/CPRA you can fill in our form available at Data Rights – Everest Group (everestgrp.com). You can email your data protection request to [email protected].

Everest Group is an equal opportunity employer. We have a culture of inclusion, and we provide equal opportunities for all applicants and employees, including those with disabilities. We are committed to providing an environment that is free of all discrimination and harassment and to treating all individuals with respect.

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