Customer Success Manager

Job title: Customer Success Manager

Location: Remote (Working Hours – EST)

Experience Required:

Compensation

Workdays: Monday to Friday

IMMEDIATE JOINERS ONLY

About the role:

proactive and organized Customer Success Manager

This role is ideal for someone who can confidently manage client relationships, drive business growth through lead generation and outreach, and support senior executives in daily operations, communication, and project management.

bridge between clients, internal teams, and senior leadership

Key Responsibilities:

Client Success & Relationship Management:

• Act as a primary point of contact between the executive team, clients, and internal departments.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.
• Lead client onboarding, documentation, and communication processes.
• Understand client goals, marketing objectives, and operational challenges to deliver effective solutions.
• Identify opportunities for

  upselling, cross-selling, and account growth

  based on evolving client needs.
• Handle client concerns and resolve issues promptly with professionalism.

Business Development & Lead Generation:

• Identify and qualify new business leads through research, networking, and outreach via LinkedIn, email, or other channels.
• Present Adeptd’s tax services to potential clients, conduct discovery and pitch calls, and close deals.
• Develop business proposals, sales presentations, and marketing materials aligned with client needs.
• Negotiate terms and ensure mutually beneficial business relationships.
• Support marketing campaigns and outreach initiatives to drive engagement and client acquisition.

Executive & Project Management

• Manage daily communication on behalf of the executive, including emails, calls, and correspondence with clients or internal teams.
• Coordinate meetings, preparing agendas, presentations, reports, and taking minutes or follow-up actions.
• Oversee calendar management, appointments, and deadlines to optimize executive productivity.
• Assist or independently manage key projects, ensuring timely completion and successful execution.
• Handle confidential information with discretion and integrity.

Research, Market Strategy & Collaboration

• Conduct market and competitor research to identify trends, business opportunities, and potential clients.
• Collaborate with marketing, sales, and project management teams to ensure smooth client handover and project delivery.
• Support strategic planning by gathering insights for marketing and business decisions.
• Monitor and report on the performance of marketing campaigns, providing improvement suggestions.
• Participate in collaborative planning sessions to align digital marketing and business strategies with client objectives.

Required Skills & Qualifications:

• Minimum

  3 years of experience

  in

  client success, business development, or lead generation

  , preferably in

  finance, U.S. tax services, or professional consulting

  .
• Strong organizational and multitasking skills with experience in project coordination.
• Excellent verbal and written communication skills, with confidence in handling client calls and presentations.
• Proficiency in

  LinkedIn, CRM systems, and email communication tools

  .
• Analytical mindset with the ability to conduct market research and interpret data.
• Ability to work independently, manage multiple priorities, and maintain professionalism in a

  remote work environment

  .
• Strong sense of responsibility, discretion, and ownership over client relationships and executive deliverables.

Why Join Adeptd

• Opportunity to work directly with leadership and high-value clients in the U.S. tax domain.
• Exposure to both

  client-facing

  and

  strategic management

  responsibilities.
• Fast-paced, collaborative, and growth-oriented work culture.
• Performance-based incentives and long-term career growth opportunities.

strong communicator

admin@adeptd.com