Part business analyst, part solution seller
Client Solutions Manager
Own client portfolios from day one, learn how each business really runs, and grow one use case into every place ConversionIQ can help.
The opportunity
We are looking for a Client Solutions Manager who is equal parts business analyst and solution seller. You will own a portfolio of clients from the moment they sign, and your job is to understand their business better than they expected anyone outside their company could, then show them exactly where ConversionIQ.ai creates value they are leaving on the table.
Here is the reality of our business, and of this role. A client is almost always sold on a single, narrow use case. But Chatti and ConversionIQ.ai can solve a nearly endless list of business problems: recovering abandoned conversations, qualifying leads around the clock, deflecting support volume, booking appointments, following up on quotes, reactivating cold contacts, and more. Your mandate is to walk into each account, map the client’s real workflows and pain points, and expand from that first narrow use case into every place we can move the needle.
This is not a passive account management role, and it is not for someone who is uncomfortable selling. You will be in the platform daily, reading conversations, spotting opportunities, and bringing solutions to clients before they know they need them. You will convert free trials into paying clients by proving value fast, run structured Success Syncs backed by real data, and confidently drive expansion conversations that grow both your clients’ results and your own earnings.
If you think like a consultant, sell like it matters, and get energized by uncovering a problem nobody else spotted, this role was built for you.
Expansion is the job
You are here to grow accounts, not just keep them. Every onboarding is a discovery engagement that ends in a documented opportunity roadmap.
Discovery on every call
Ask the sharp questions, map the real workflow, and surface pain points the client had not yet connected to us.
Data-rich Success Syncs
Bi-weekly with Enterprise, monthly with SMB, each one backed by platform findings, usage trends, and specific recommendations.
AI in your daily workflow
You will use AI (including Claude) to prep decks and find signal in conversations, not just sell AI to other people.
What you will own
Onboarding & Business Discovery
This is where expansion begins. Every onboarding is a discovery engagement.
- Onboard new clients quickly and cleanly, standing up their initial use case so they see value in the first days, not the first month.
- Use onboarding to map the client’s full operation: their workflows, their volumes, their bottlenecks, and the places where conversations are being lost or handled manually.
- Build a documented opportunity roadmap for every account, identifying the next three to five use cases where Chatti and ConversionIQ.ai can create measurable value.
- Ask sharp discovery questions on every interaction to surface pain points the client may not have connected to us yet.
Solution Selling & Account Expansion
The core of the role. You are here to grow accounts, not just keep them.
- Own expansion across your book of business. Convert the opportunity roadmap you built during onboarding into real, closed use cases over the life of each account.
- Translate business problems into platform solutions, and present them with the confidence of someone who knows the value is real.
- Run bi-weekly Success Syncs with Enterprise accounts and monthly syncs with SMB clients, each backed by a data-rich, client-facing deck.
- Use AI tools (including Claude) to prepare decks that combine platform findings, usage trends, and specific expansion recommendations.
- Bring in our implementation and revenue team for larger technical scopes, and stay the owner of the relationship throughout.
- Send a written recap after every client meeting that captures decisions, next steps, and owners, then make sure every action item actually gets done.
Free Trial Conversion
- Convert free trial users into paying clients by getting them to real value fast and finding the specific use case that makes the platform indispensable to them.
- Ensure every converting client has a clear value story and a payment method on file.
- Treat every trial as a discovery engagement in miniature: diagnose the need, map the fit, and close.
Retention & Relationship Management
- Serve as the primary point of contact and trusted advisor for your portfolio.
- Conduct weekly usage reviews across your book. Spot accounts that are paused, declining, or underutilizing the platform, and take action within 48 hours.
- Educate clients on new features, recent releases, and best practices so they keep getting more out of the platform over time.
- Maintain an accurate revenue forecast and pipeline in Zoho CRM at all times.
Platform Expertise & Daily Monitoring
- Review live conversations across your key accounts daily to catch quality issues, missed opportunities, and knowledgebase gaps.
- Submit specific, actionable knowledgebase improvement recommendations to the implementation team.
- Escalate platform bugs to the dev team with clear documentation.
- Frame every platform finding to the client as an opportunity, not a problem.
Cross-Functional Collaboration
- Keep ONE Agency Account Managers in the loop on shared client relationships. Share updates proactively and include them in relevant meetings.
- Log all client notes, update deal records, and maintain CRM hygiene in Zoho after every interaction.
- Organize and route support tickets and implementation requests to the right teams.
Who you are
You will not check every box, and that is fine. The right person brings most of these.
- 2+ years in a Client Success, Account Management, Solutions Consulting, or Sales role, ideally in SaaS or a tech-forward environment.
- A genuine solution seller. You are not afraid to identify a need, put a recommendation on the table, and ask for the business. Comfort with expansion and upsell conversations is essential, not optional.
- A business analyst’s instinct. You can walk into an operation, see how the work actually flows, and pinpoint where a conversational AI platform creates value.
- Fluent with data. You read usage metrics, spot trends, and turn them into a clear story a client will act on.
- A strong communicator in writing and on video. Your decks and recaps are clear, professional, and specific.
- Highly organized and self-directed. You run your own calendar, your own follow-through, and your own pipeline without being managed into it.
- Proactive by default. You flag issues before clients do, and you bring something valuable to every call.
- Curious about AI and quick to learn new technology. Familiarity with CRM platforms is a plus, and Zoho experience is a bonus.
Compensation & benefits
Base salary is competitive and commensurate with experience.
Commission is uncapped and expansion-weighted. The more value you uncover and close inside your accounts, the more you earn, with additional upside for retaining and expanding the revenue under your management. Commission is reviewed quarterly and grows as your book scales.
- Health, dental, vision, and life insurance (eligible after 90 days)
- 3 weeks paid vacation plus PTO per company policy
- A clear path to Senior Client Solutions Manager as we scale
- A ground-floor seat at a rapidly growing AI SaaS company
Apply for Client Solutions Manager
We review applications on a rolling basis and move fast for the right person. We read every one.
ConversionIQ.ai is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Need an accommodation during the process? Email [email protected].