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Client Success Manager

Role overview

Qualifications

  • Minimum 5 years of experience in account management, business analysis, technical consulting, or SaaS solution delivery
  • Strong client-facing experience with the ability to confidently lead meetings and workshops
  • Excellent written and verbal communication skills
  • Ability to translate complex technical concepts into clear business language

Responsibilities

  • Serve as the primary point of contact for assigned client accounts
  • Lead discovery sessions to understand client business processes and system requirements
  • Work closely with developers and QA teams to ensure accurate project execution
  • Advise clients on best practices across the Zoho ecosystem and support system adoption

Key facts

Other skills

  • Communication
  • Organizational Skills
  • Collaboration
  • Problem Solving

About the company

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Amazing Business Results

Company details

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Job description

This is a remote position.

Job Title: Client Success Manager (Zoho Experience Preferred)


Location: Remote
Employment Type: Full-Time
Experience Required: Minimum 5 Years



About Amazing Business Results

Amazing Business Results is the most reviewed Zoho Premium Partner in the world, with more than 13 years of experience and over 2,000 successful Zoho implementations across multiple industries.

Our mission is to help organizations scale by building powerful, intelligent, and fully integrated business systems using the Zoho platform. From startups to enterprise organizations, we partner with companies worldwide to drive digital transformation, operational efficiency, and sustainable growth.

We pride ourselves on combining deep technical expertise with a strong client-first approach, ensuring that every implementation delivers measurable business impact.


Role Overview

We are looking for a highly experienced and client-focused Client Success Manager who will serve as the primary relationship owner for key client accounts while also acting as a bridge between business stakeholders and the technical delivery team.

This role requires someone who is comfortable working directly with clients, understanding their operational challenges, and translating those needs into clear technical requirements for developers and solution architects.

Experience with the Zoho ecosystem is a strong advantage, but the most important qualities for this role are strong client management skills, business analysis capability, and the ability to communicate effectively with both business leaders and technical teams.

The ideal candidate is someone who can guide clients strategically, ensure successful project execution, and maintain long-term partnerships.

This is a fully remote role working with a North American company. Candidates must have strong written and verbal English and be comfortable working EST hours.

Key Responsibilities

Client Relationship Management

Serve as the primary point of contact for assigned client accounts

Build strong, trusted relationships with client stakeholders and decision makers

Conduct regular meetings to review project progress, gather feedback, and identify new opportunities

Ensure clients receive proactive communication, updates, and support throughout the project lifecycle

Manage client expectations and maintain high levels of satisfaction


Business Requirements & Solution Planning

Lead discovery sessions to understand client business processes, operational challenges, and system requirements

Translate business needs into clear, structured requirements and technical specifications

Collaborate with clients to design scalable solutions using Zoho applications and integrations

Provide recommendations on process optimization, automation, and system architecture

Document workflows, system architecture, and proposed solutions


Project Coordination & Delivery

Work closely with developers, solution architects, and QA teams to ensure accurate project execution

Translate requirements into well-defined development tasks and project plans

Monitor project scope, timelines, milestones, and deliverables

Ensure development work aligns with both technical standards and client business goals

Coordinate testing, feedback cycles, and final deployment


Zoho Platform Guidance

Advise clients on best practices across the Zoho ecosystem, including but not limited to:


Zoho CRM
Zoho Books
Zoho Projects
Zoho Desk
Zoho Creator
Zoho Analytics
Zoho Flow and integrations


Support clients in maximizing the value of their Zoho investment through improved workflows and automation.


Documentation & Communication

Create clear documentation including:


Business requirements documents
Solution architecture outlines
Workflow diagrams
Project notes and meeting summaries


Ensure smooth communication between clients, internal teams, and leadership.


Deployment & Adoption

Support clients during testing, rollout, and system adoption

Assist with training sessions, user onboarding, and change management

Ensure successful implementation and long-term system usage.


Required Skills & Experience

Minimum 5 years of experience in one or more of the following areas:


Account management
Business analysis
Technical consulting
SaaS solution delivery


Strong client-facing experience with the ability to confidently lead meetings and workshops

Ability to understand and map business processes to technology solutions

Experience coordinating work between clients and development teams

Excellent written and verbal communication skills

Strong organizational, planning, and project management abilities

Ability to translate complex technical concepts into clear business language

Experience working with CRM systems or SaaS platforms


Preferred Qualifications

Experience working with the Zoho ecosystem (CRM, Zoho One, Creator, Desk, Books, etc.)

Zoho certifications such as:


Zoho CRM Certified
Zoho Creator Certified
Zoho One Certified Consultant


Experience with:


Workflow automation
Blueprints and process mapping
Custom functions and API integrations


Background in solution architecture or systems consulting

Experience working in Agile or iterative project delivery environments


What We Offer

Opportunity to work with the most reviewed Zoho Premium Partner globally

Fully remote work environment with flexible collaboration

A highly experienced team of Zoho consultants and developers

Opportunities for Zoho certifications, specialization, and career growth

Exposure to high-impact projects across multiple industries

A culture focused on innovation, learning, and client success



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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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