{"id":3967661,"url":"https://alion.io/job/source-pass-client-success-manager","title":"Client Success Manager","company":{"id":2900654,"name":"Source Pass","domain":"sourcepass.com","url":"https://alion.io/company/sourcepass","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paylocity","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Melville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Azure","optional":true},{"name":"HubSpot","optional":true},{"name":"ITIL","optional":true},{"name":"Salesforce","optional":true}],"status":"live","first_seen_at":"2026-11-09T14:30:13Z","employer_posted_date":"2026-11-09","last_verified_at":"2026-11-09T14:53:48Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Description\n About Sourcepass\nSince Sourcepass was founded in 2020, we’ve been transforming how businesses experience IT. As a national managed service provider (MSP), we deliver far more than tech support. We help companies align their technology with their business goals, reduce risk, and unlock new levels of efficiency. Whether it’s a fast-growing startup or an established enterprise, Sourcepass provides the expertise, scalability, and human touch to help our clients thrive in a digital-first world. Sourcepass is owned and operated by technology, security, and managed services experts who are passionate about delivering an IT experience that clients love.\nPOSITION SUMMARY\nThe Client Success Manager is responsible for driving long-term client satisfaction, retention, and strategic partnership growth for Sourcepass’s key customer accounts. This role serves as the primary advocate and relationship owner for assigned clients by coordinating service delivery, onboarding initiatives, escalations, and strategic technology discussions, resulting in exceptional client experiences, strong operational alignment, and increased customer loyalty.\n RESPONSIBILITIES\nBuild and maintain trusted relationships with key client stakeholders to ensure a high level of customer satisfaction and long-term partnership success. \nServe as the primary client advocate and strategic point of contact for assigned accounts, coordinating internal resources to address client needs, concerns, and opportunities. \nLead onboarding activities for new clients, including coordination of communication, training, expectations, documentation, and transition management to ensure a seamless client experience. \nDrive proactive client engagement initiatives including quarterly business reviews (QBRs), tactical review meetings, satisfaction surveys, and strategic planning discussions. \nManage and coordinate client escalations across multiple internal departments to ensure timely resolution and effective communication throughout the process. \nSupport account growth and retention by identifying opportunities for additional services, technology improvements, and strategic recommendations aligned to client goals. \nAssist clients with vendor relationship coordination, including Microsoft-related services, licensing discussions, and third-party technology providers. \nCollaborate with Engineering, Service Delivery, Operations, and Sales teams to develop client solutions, project scopes, and service recommendations. \nSupport opportunity management activities by coordinating quotes, proposals, renewals, and open opportunities with client stakeholders and internal teams. \nMonitor overall client health and proactively identify risks, concerns, or indicators of at-risk accounts for leadership awareness and action. \nMaintain accurate account documentation, CRM records, client communications, and reporting related to account activity and engagement. \nSUCCESS METRICS / EXPERIENCE?\nHigh levels of customer satisfaction, retention, and engagement across assigned strategic accounts. \nSuccessful onboarding experiences for new clients with clear communication, strong coordination, and smooth operational transitions. \nTimely and effective resolution of client concerns, escalations, and service-related issues. \nConsistent execution of proactive client engagement activities including QBRs, strategic reviews, and account planning discussions. 5-7 strategic outlined meetings with key customer per month. \nStrong collaboration with internal departments resulting in positive client outcomes and operational efficiency. \nIdentification and progression of account growth opportunities and strategic recommendations. \nAccurate and organized maintenance of records, client documentation, and account reporting. \nPositive feedback from clients and internal stakeholders regarding professionalism, responsiveness, and relationship management capabilities. \nRequirements\nMINIMUM QUALIFICATIONS\nBachelor’s degree in Business, Information Technology, Communications, or equivalent professional experience. \n3+ years of experience in client success, account management, customer service, or a client-facing technology support role. \nStrong relationship management, communication, and customer service skills. \nExperience coordinating cross-functional teams and managing multiple client priorities in a fast-paced environment. \nFamiliarity with Microsoft 365 products and cloud-based collaboration technologies. \nStrong organizational, presentation, and written communication abilities. \nAbility to analyze client needs, identify solutions, and coordinate appropriate internal resources. \nStrong problem-solving skills with the ability to manage escalations and high-priority client concerns professionally. \nProficiency with CRM or PSA platforms, Microsoft Office Suite, and collaboration tools. \nPREFERRED QUALIFICATIONS\nNice-to-have skills or experience that would strengthen performance\nExperience within Managed Services, IT Services, or technology consulting environments. \nProfessional certifications such as: \nITIL Foundation \nMicrosoft 365 Certified: Fundamentals \nMicrosoft Certified: Azure Fundamentals \nMicrosoft Certified: Security, Compliance, and Identity Fundamentals \nExperience leading client onboarding initiatives or customer transition processes. \nFamiliarity with Microsoft licensing, cloud solutions, cybersecurity discussions, or managed IT service delivery models. \nExperience participating in executive-level client reviews, account planning, or strategic business discussions. \nExperience using PSA, CRM, or ticketing platforms such as Halo, ConnectWise, Salesforce, HubSpot, or similar systems. \nCORE COMPETENCIES (Applies to All Roles)\nStrong communication skills (written and verbal) \nAbility to collaborate across teams and functions \nOwnership mindset and accountability for outcomes \nStrong problem-solving and critical thinking skills \nAbility to manage priorities in a fast-paced environment \nAdaptability and willingness to learn \nAttention to detail and quality \nOPERATIONAL REQUIREMENTS\nUp to 15-25% travel may be required for client meetings, onsite visits, or company events. \nOccasional work outside standard business hours may be required to support client needs or escalations. \nAbility to work effectively in hybrid, remote, and client-facing environments. \nProlonged periods of sitting and computer-based work. \n\n Sourcepass participates in the E-Verify program. As required by federal law, employees must complete an Employment Eligibility Verification (Form I-9) upon hire. Through the E-Verify program, Sourcepass will verify the identity and employment eligibility of all individuals hired to work in the United States. Sourcepass is also proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for everyone. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. We can’t wait to see what unique perspectives you’ll bring to our team! #ZR \nSalary Description\n$80,000+","description_format":"text","description_chars":7236,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Company events","Growth opportunities"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Managed IT Services (MSP)"],"lifecycle":[{"event":"open","at":"2026-11-09T14:53:48Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":34,"reasons":["conf:1","win:early"],"computed_at":"2026-11-09T16:09:45Z"},"pay":null,"html_url":"https://alion.io/job/source-pass-client-success-manager","json_url":"https://alion.io/job/source-pass-client-success-manager.json","meta":{"generated_at":"2026-11-09T16:09:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23281,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2900654},"rest":"https://alion.io/mcp/rest/get_company?id=2900654"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsource-pass-client-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsource-pass-client-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsource-pass-client-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/source-pass-client-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsource-pass-client-success-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3967661}},{"tool":"search_jobs","arguments":{"company":"sourcepass.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3967661},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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