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Client Success Manager

NeoWork is seeking a passionate and results-driven Client Success Managerto join our growing team. The Client Success Manager role at NeoWork is designed for someone who enjoys working directly with clients, managing deals, and keeping our CRM in great shape. You'll support prospects from the first conversation all the way to onboarding. Once the client is live, you'll stay engaged, build strong relationships, and look for ways to help them grow with us. A key part of this role is having solid HubSpot administration skills because you will be the person who keeps our pipelines, properties, reports, and automations accurate and useful.

This is a hands-on position that blends sales support, client success, and CRM operations. You'll run your own meetings, prepare proposals, and manage deals where needed. For larger opportunities, you'll work closely with leadership. You'll also help improve internal workflows through automation and AI tools.

Key Responsibilities:
1. Handle inbound leads through structured qualification,



document requirements and deal activity in HubSpot, and manage assigned sales cycles while supporting leadership on high-value opportunities.

2. Lead intro and discovery calls confidently, explain NeoWork's services in a consultative way, and log clear meeting notes and next steps directly into HubSpot.

3. Build tailored proposals, address client questions and basic negotiations, and move opportunities through each pipeline stage until they close or transition to leadership.

4. Document expectations and scope before handoff, stay in active communication after launch, flag risks early, coordinate resolutions, and run periodic check-ins to maintain strong relationships.

5. Identify expansion opportunities, listen for evolving client needs to recommend solutions, and join leadership in renewal or multi-role discussions.

6. Configure and maintain pipelines, properties, workflows, lists, sequences, dashboards, and reports whil

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