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Client Success Manager

Posted on 6/18/2024



501-1,000 employees

Cloud-based corporate purpose software solutions

Data & Analytics
Social Impact

Mid, Senior

Vancouver, BC, Canada

Customer Experience
Customer Success
Customer Success & Support
Required Skills
  • BA/BS degree or equivalent
  • 3-5 years in B2E/B2B Customer Success/Account Management, preferably in B2B SaaS
  • Proven track record of increasing client satisfaction, adoption, and retention
  • Strong relationship-building skills: empathy, humility, adaptability, poise, and persuasiveness
  • Excellent written and verbal communication skills
  • Comfortable presenting to medium to large groups
  • Proficient in managing diverse client service issues to resolution
  • Detail-oriented, organized, and analytical
  • Independent worker with strong judgment
  • Resilient and thrives in a fast-paced, start-up environment
  • Success-driven with an entrepreneurial mindset
  • Up-to-date passport for occasional client travel
  • Proficient in MS Office
  • Team-oriented with a fun spirit and sense of humor
  • Master the Benevity platform to guide clients in making informed decisions
  • Explain product features and benefits
  • Promote client adoption of new and existing products
  • Train new administrators on product functions
  • Describe Benevity’s support structure and client ecosystem
  • Advise on solutions to meet client needs, connecting with internal teams as necessary
  • Set realistic expectations and communicate timelines
  • Advocate for client needs within Benevity
  • Build trusted advisor relationships, aligning Benevity’s value with client goals
  • Exceed client expectations to foster long-term relationships
  • Translate knowledge of successful CSR programs into tailored strategies
  • Develop Success Plans with clear goals and milestones
  • Identify growth barriers and create effective strategies
  • Connect clients with peers for knowledge sharing and best practices
  • Deliver value in every interaction
  • Highlight program ROI to ensure client retention and smooth renewals
  • Identify growth opportunities for cross-selling and up-selling
  • Conduct regular program reviews to uncover sales and enhancement opportunities
  • Work with Sales and Enhancement teams to maximize client benefits
  • Advocate for deep product feature adoption and best practices
  • Understand the CSR landscape and its alignment with company goals

Benevity offers an all-in-one corporate purpose software solution, utilizing cloud technology to manage donations, volunteering hours, micro-actions, and grants for nonprofits globally. The platform efficiently processes billions in donations, millions of volunteering hours, and facilitates micro-actions and grants for hundreds of thousands of nonprofits worldwide.

Company Stage

Series C

Total Funding



Calgary, Canada



Growth & Insights

6 month growth


1 year growth


2 year growth