Client Success Manager

Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government through Etrieve, an enterprise content management (ECM) platform. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies. Our core values of candor, collaboration, curiosity, grit, and inclusivity shape our approach to providing innovative solutions.

Position Descriptions 

Softdocs is seeking a strategic, commercially-minded Client Success Manager (CSM) to own the long-term success, retention, and growth of an assigned portfolio of clients across Higher Education, K-12, and Government organizations. Client Success Managers serve as trusted advisors to institutional leaders, helping clients maximize the value of the Softdocs platform while driving strong client outcomes, product adoption, executive engagement, and long-term partnership success.

The primary objective of the Client Success Manager role is to drive Net Revenue Retention (NRR) through proactive relationship management, renewals, churn prevention, and expansion opportunities including upsells and cross-sells. CSMs operate as the strategic post-sale relationship owner for assigned accounts and partner cross-functionally with Sales, Professional Services, Support, Product, Engineering, and Marketing teams to ensure clients achieve measurable value and continue to expand their partnership with Softdocs.

The role reports to the Vice President, Client Success.

Position Descriptions 

Softdocs is seeking a strategic, commercially-minded Client Success Manager (CSM) to own the long-term success, retention, and growth of an assigned portfolio of clients across Higher Education, K-12, and Government organizations. Client Success Managers serve as trusted advisors to institutional leaders, helping clients maximize the value of the Softdocs platform while driving strong client outcomes, product adoption, executive engagement, and long-term partnership success.

The primary objective of the Client Success Manager role is to drive Net Revenue Retention (NRR) through proactive relationship management, renewals, churn prevention, and expansion opportunities including upsells and cross-sells. CSMs operate as the strategic post-sale relationship owner for assigned accounts and partner cross-functionally with Sales, Professional Services, Support, Product, Engineering, and Marketing teams to ensure clients achieve measurable value and continue to expand their partnership with Softdocs.

The role reports to the Vice President, Client Success.

Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government through Etrieve, an enterprise content management (ECM) platform. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies. Our core values of candor, collaboration, curiosity, grit, and inclusivity shape our approach to providing innovative solutions.