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Roy Evans
Client Success Manager
Posted: 11/13/25
2025-10-17
2025-12-13
Job Number: 26526837
Job Description
Client Success Manager –Specialty Finance
Base Salary: $140, 000–$180, 000 + up to 40% performance bonus
Location: On-site in Southern California with some flexibility for hybrid work
About the Company
Our client is a long-standing, profitable organization in the specialty finance space helping merchants across a variety of industries grow through point-of-sale and consumer financing solutions. The company is entering a new growth phase under fresh leadership—modernizing operations, upgrading technology, and investing in top talent to elevate the client experience.
With more than three decades of consistent profitability, they combine the stability of an established business with the energy of a modern, fast-moving organization.
About the Role
The Client Success Manager will be both hands-on and strategic, owning the client experience after the sale—driving activation, engagement, and retention. You'll roll up your sleeves to improve onboarding, strengthen client relationships, and design scalable systems that enhance how the company serves and grows its portfolio of business customers.
This role reports directly to senior leadership and offers high visibility, genuine impact, and a clear path for career growth.
What You'll Do
Base Salary: $140, 000–$180, 000 + up to 40% performance bonus
Location: On-site in Southern California with some flexibility for hybrid work
About the Company
Our client is a long-standing, profitable organization in the specialty finance space helping merchants across a variety of industries grow through point-of-sale and consumer financing solutions. The company is entering a new growth phase under fresh leadership—modernizing operations, upgrading technology, and investing in top talent to elevate the client experience.
With more than three decades of consistent profitability, they combine the stability of an established business with the energy of a modern, fast-moving organization.
About the Role
The Client Success Manager will be both hands-on and strategic, owning the client experience after the sale—driving activation, engagement, and retention. You'll roll up your sleeves to improve onboarding, strengthen client relationships, and design scalable systems that enhance how the company serves and grows its portfolio of business customers.
This role reports directly to senior leadership and offers high visibility, genuine impact, and a clear path for career growth.
What You'll Do
- Onboarding & Training: Review existing onboarding processes and materials, identify improvement opportunities, and implement solutions that help clients succeed faster.
- Client Engagement: Lead regular business reviews with clients, helping them understand performance data and uncover new opportunities for partnership and growth.
- Customer Support Systems: Build structure around ticketing, issue routing, and SLA tracking to ensure timely and consistent client support.
- Client Advocacy: Gather and synthesize client feedback to reduce friction and influence product, service, and process improvements across the organization.
- Leadership & Execution: Balance doing the work yourself with building repeatable systems and developing team members who can scale your impact.
- 5+ years of experience in client success, account management, or post-sales roles within consumer finance, loan servicing, or related sectors.
- Strong communicator with a client-first mindset and the ability to build trust quickly.
- Hands-on problem solver who enjoys both creating structure and delivering results.
- Process-oriented thinker with comfort using CRMs (HubSpot experience a plus).
- Eager to leverage AI tools (ChatGPT, Claude, Perplexity, Gemini, etc.) to enhance productivity and decision-making.
- Bilingual (Spanish/English) is a plus.
- A company with a multi-decade track record of profitability and growth, now investing in modernization and innovation.
- Direct exposure to executive leadership and the ability to shape how the company serves its clients.
- Competitive compensation, annual bonus potential, and strong long-term benefits.
- Collaborative culture with long-tenured employees and new energy driving transformation.
- Opportunities for advancement and meaningful professional development.
Meet Your Recruiter
Roy Evans
Managing Director
Roy Evans is a record setting recruiter noted for consistently excelling and for the innovative systems he has developed. A well know industry trainer has anointed Roy as being in the top 5% of all recruiters worldwide both in terms of production and skill level.
Roy uses “RoyLentless” effort, world-class technology and great process to attract professionals with the drive, discipline and motivation to deliver extraordinary results for his clients.
LinkedIn has crowned Roy as someone who could write a book on using LinkedIn as one of its top 1% in recruiter users. Roy is LinkedIn Certified and a charter member of the Association of Talent Acquisition Professionals.
In his spare time, Roy is a college football fan who enjoys fishing, fitness and spending time with his wife and two children.
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