Improvifi, LLC
Client Success Manager - Account Manager
Remote
·
Full time
Company website
The Account Manager CSM focuses on ongoing client engagement, performance, and retention. This role ensures clients stay active, supported, and continuously improving their results over time.
About Improvifi, LLC
Improvifi is a fast-growing fintech SaaS company transforming how home improvement contractors offer financing to their customers. Through a streamlined platform, we provide contractors with the tools, training, and support needed to close more deals, increase project sizes, and grow their businesses.
Our approach is simple: make financing easy, accessible, and effective. By combining technology with hands-on support, Improvifi empowers contractors to compete at a higher level while delivering better solutions to their customers.
As a fully remote company, we are building a high-performance team focused on growth, innovation, and results. At Improvifi, every team member plays a direct role in shaping the future of the business and driving meaningful impact.
Description
Department: Client Success | Reports To: Director of Client Success
Overview
The Account Manager CSM is responsible for ongoing client success, engagement, and retention. This role focuses on maintaining strong relationships, driving consistent platform usage, and ensuring clients achieve measurable results over time.
Role Objective
To maintain high client engagement, drive platform adoption, and maximize retention and long-term value.
Key Responsibilities
- Execute structured client touchpoints with at least 80% adherence
- Conduct follow-ups within 3–5 business days after training completion
- Monitor client activity, loan volume, and engagement trends
- Identify at-risk clients and proactively intervene
- Provide ongoing support, resources, and performance guidance
- Ensure all client interactions, updates, and notes are documented within 1 business day
- Build long-term relationships and encourage referrals and continued growth
Success Metrics
- ≥80% touchpoint process adherence
- Timely follow-ups and documentation
- Strong client engagement and retention
- Positive training scorecard feedback
What We’re Looking For
- Relationship-driven with strong interpersonal skills
- Proactive and solution-oriented mindset
- Strong time management and organization
- Ability to manage multiple accounts and priorities effectively
Salary
$50,000 - $80,000 per year