Job Overview
Location
Remote - USA
Job Type
Full-time
Category
HR & Recruiting
Date Posted
May 10, 2026
Full Job Description
đź“‹ Description
- • The Client Success Manager (CSM) plays a pivotal role in guiding clients, fostering strong relationships, and advocating for their business goals, serving as the primary contact for a high-volume portfolio of small to mid-size accounts across Emerging and Inside Sales segments.
- • Day to day, the CSM builds trusted advisor relationships with key operational leaders, delivers personalized quarterly business reviews (QBRs), monitors client health through data and engagement, drives PPE adoption, owns renewal forecasting, identifies new business opportunities, and collaborates cross-functionally with Sales, Product, Finance, and Marketing teams.
- • At Perseus Group, the CSM acts as a bridge between internal groups to align customer success initiatives with broader business goals, working closely with Business Relationship Managers (BRMs) to ensure client satisfaction and retention through strategic planning and analytical skills.
- • In this role, the person can develop deep expertise in mortgage pricing and eligibility, master client success strategies for scalable engagement, grow into a trusted advisor position influencing product strategy, and achieve significant impact on client retention and revenue growth while building executive-level communication and presentation skills.
🎯 Requirements
- • Bachelor's degree or equivalent combination of education, training, and work experience
- • At least 3 years of experience in a client-facing role such as Client Success, account management, consulting, or client services
- • At least 3 years of experience in mortgage pricing and eligibility using a product and pricing engine
- • Experience working with mortgage lenders highly preferred
- • Ability to execute commercial transactions, including pitching, negotiating, and closing deals
- • Skilled in creating and delivering persuasive proposals and presentations
🏖️ Benefits
- • Medical, dental, vision, basic life insurance, short/long term disability, and 401(k) participation with company match
- • Minimum of 10 days of vacation for new employees, sick time based on state requirements, 8 Company-paid holidays, and 2 personal holidays per year
- • Eligibility to participate in the business commission plan for sales positions
- • Opportunity for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time)
- • Commitment to diversity, inclusion, and equal opportunity employment
- • Reasonable accommodation available for applicants with disabilities
Skills & Technologies
Remote
Degree Required
About Perseus Group
Perseus Group acquires and holds vertical-market software businesses under Constellation Software.Its strategy emphasizes the “buy-and-hold” model: once a business is acquired, it is not resold, and continues operations under its existing identity and leadership.Perseus offers operational support, shared best practices, and access to a global network of peer companies to help portfolio firms scale
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