Technical CSM Lead

Technical Client Relationship Manager
Remote SaaS Industry Working Hours: 8am to 5pm

About Our Client
Our client is a dynamic and fast-growing SaaS solutions provider that partners with businesses to streamline operations and enhance productivity through innovative technology. They pride themselves on delivering tailored platforms that integrate seamlessly into client workflows, offering both strategic and technical support to ensure long-term value. Their culture is collaborative, forward-thinking, and committed to empowering both their clients and their team.

The Role: Technical Client Relationship Manager
This role focuses on building and maintaining strong client relationships while serving as the technical bridge between customers and the engineering team. You will work closely with clients to understand their operational needs, design workflow solutions, and oversee the implementation and optimisation of their systems. The position requires a blend of technical know-how, strategic thinking, and excellent interpersonal skills.

Key Responsibilities

• Meet with clients to understand and map their operational workflows and business processes

• Design and present customised workflow solutions using project management and collaboration tools

• Collaborate with engineers to develop, adjust, and optimise system builds

• Proactively manage client relationships, ensuring satisfaction and long-term engagement

• Analyse client requirements and translate them into actionable project plans

• Conduct training sessions, workshops, and presentations for client teams

• Monitor system performance and recommend improvements or adjustments

• Support the adoption and integration of platforms, ensuring a smooth user experience

About You

• 5+ years experience in SaaS environments, either client-facing or in operations/project management

• Proven experience with tools like ClickUp (preferred), Asana, Monday.com, Jira, ServiceNow, or similar

• Strong understanding of workflow design, process mapping, and systems implementation

• Excellent communication and presentation skills, with a customer-first mindset

• Analytical thinker with the ability to translate complex requirements into practical solutions

• Highly organised, detail-oriented, and capable of managing multiple projects simultaneously

• Collaborative, proactive, and adaptable in a fast-changing environment

Drive client success through technical expertise and strategic relationship management