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Client Success Manager, xSMB

Key Facts

Remote From: 
Full time
English

Other Skills

  • Customer Service
  • Data Reporting
  • Sales
  • Collaboration
  • Communication
  • Solutions Focused

Roles & Responsibilities

  • 3+ years of proven work experience in a Client Success, Customer Support, Account Management, or Sales role
  • Demonstrated success in managing a large number of accounts or a high-volume client segment
  • Proficiency with CRM software (e.g., Salesforce, HubSpot) and using data/reporting systems to manage a book of business
  • Strong communication and presentation skills with the ability to influence C-Level stakeholders as needed

Requirements:

  • Own a large portfolio (~140 clients) in the xSMB segment, focusing on efficient, scalable success
  • Drive adoption and engagement through digital programs and scaled customer journey tactics
  • Maximize retention and revenue by securing renewals, minimizing churn, and identifying upsell/cross-sell opportunities
  • Track and report on key account metrics (e.g., enrollment, adoption, retention) and accurately forecast renewals

Job description

About Us:
DailyPay is transforming the way people get paid. As a worktech company and the industry’s leading on demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job while supporting their financial well-being outside of the workplace.
DailyPay is headquartered in New York City, with operations throughout the United States as well as in Belfast. For more information, visit DailyPay's Press Center.

The Role:

As a Client Success Manager (CSM) focused on our xSMB (under 400 employees) segment, you will be the primary driver of adoption, engagement, and retention for a high volume of clients. You will utilize digital programs and scaled success motions to ensure clients achieve value, identify key risks, and maximize renewal and expansion opportunities.

If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications.

How You Will Make an Impact:

  • Own a large portfolio (~140 clients) in the xSMB segment, focusing on efficient, scalable success

  • Drive adoption and engagement through digital programs and scaled customer journey tactics

  • Maximize retention and revenue by securing renewals, minimizing churn, and identifying upsell/cross-sell opportunities

  • Serve as the client advocate internally, collaborating with cross-functional teams (e.g., Engagement, Advocacy) to ensure client needs are met

  • Manage client escalations efficiently, ensuring timely resolution and a positive customer experience

  • Track and report on key account metrics (e.g., enrollment, adoption, retention) and accurately forecast renewals

What You Bring to The Team:

  • 3+ years of proven work experience in a Client Success, Customer Support, Account Management, or Sales role

  • Demonstrated success in managing a large number of accounts or a high-volume client segment

  • Proficiency with CRM software (e.g., Salesforce, HubSpot) and using data/reporting systems to manage a book of business

  • Strong communication and presentation skills with the ability to influence C-Level stakeholders as needed

  • Solution-oriented mindset and a client-first approach, always

Nice to Haves:

  • Experience in the HR or Payroll industry

  • Experience with scaled success models or digital customer journey development

What We Offer:

  • Exceptional health, vision, and dental care

  • Opportunity for equity ownership

  • Life and AD&D, short- and long-term disability

  • Employee Assistance Program

  • Employee Resource Groups

  • Fun company outings and events

  • Unlimited PTO

  • 401K with company match 

High-performing cultures aren't built in silos, they thrive on partnership. At DailyPay, we Commit Together to an inclusive, professional environment where multifaceted perspectives are our greatest competitive advantage. We recognize that our team members don’t live “single-issue lives,” and we lean into the wide-ranging backgrounds and life stages that sharpen our collective decision-making.

In our high-trust environment, we empower you to Challenge Norms. We’ve created a space where it is safe to ask difficult questions, disrupt the status quo, and share bold perspectives without fear of professional fallout. We believe that by checking our own assumptions and staying curious about the experiences of others, we arrive at better, more innovative results.

We provide the space for you to do your best work through peer advocacy and transparent career development. If you are looking for a culture that values intellectual honesty, celebrates the unique lived experiences of its people, and thrives on collective success, you’ll find it here.

If you require reasonable accommodation for any aspect of the recruitment process, please send a request to peopleops@dailypay.com. All requests for accommodation will be addressed as confidentially as practicable.

DailyPay is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion or creed, alienage or citizenship status, political affiliation, marital or partnership status, age, national origin, ancestry, physical or mental disability, medical condition, veteran status, gender, gender identity, pregnancy, childbirth (or related medical conditions), sex, sexual orientation, sexual and other reproductive health decisions, genetic disorder, genetic predisposition, carrier status, military status, familial status, or domestic violence victim status and any other basis protected under federal, state, or local laws.

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