Client Success Manager (Hybrid-Calgary/Toronto) or (Remote- US)

About ClearGov

Our mission is to create easy-to-use software to help local governments plan, budget and report better. ClearGov is a rapidly growing, venture-funded SaaS company that offers a complete planning, budgeting and financial reporting suite that enables local governments to plan, build, and present their financials more efficiently and effectively. We’re a mission-driven company that envisions a world where modern software enables every local government to best serve and improve its community.

Our software is utilized nationwide by more than a thousand towns, cities, school districts, and other local agencies who are part of the ClearGov community, and we’re adding more every day. We’ve been named to the “GovTech 100” for eight years running, and we’re on BostInno’s “50 On Fire” list, as well. ClearGov also earned a place on the Inc. 5000 list of America’s Fastest Growing Companies for five consecutive years: 2021, 2022, 2023, 2024, and 2025.

The ClearGov team is a tight-knit group of talented folks who are passionate about our mission and committed to building a positive, productive company culture. We believe in a work-hard/play-hard environment, and every day, we strive to get better at our work, all while being considerate, trustworthy, and transparent in everything we do.

Core Values

• Be Clear: We strive to be open in all that we do because we believe that transparency is the foundation upon which all meaningful relationships are built.
• Be Trustworthy: We always act with integrity and keep our word because we believe that honest people are authentic, consistent, and dependable and that those traits form the cornerstone for success and well-being.
• Be Considerate: We are mindful about the impact that our comments and actions will have on others because we want to build a compassionate, inclusive environment that nurtures all individuals and communities.
• Be Positive: We believe that the first step in getting something done is believing that it can be done because we know that positive energy brings enthusiasm, excitement, and empowerment to the team.
• Be Better: We constantly ask ourselves, "How can we do this better?" because we know that our families, colleagues, investors, and customers depend on the results we deliver every day.
• Be Fierce: We seek to have bold conversations that interrogate reality and provoke learning to help us tackle our toughest challenges and enrich relationships.
• Be Fun: We value the lighter side of life because we believe that balance, laughter, and enjoying every moment fuel the soul.
  
  

About the Opportunity

We’re looking for a Client Success Manager (CSM) with a passion for learning, a kind heart, a positive attitude, and a great sense of humor to join our growing team. The CSM will be charged with actively supporting the needs and requests of ClearGov’s civic and school district clients.

The Client Success Manager will take ownership of ensuring that clients are maximizing the value they’re realizing from ClearGov, as well as driving renewals of annual subscriptions. The CSM will be a key player on an incredible team as we execute our mission to help local governments take the next step from good to great.

Key Responsibilities:

• Proactively manage a portfolio of ~125 municipal clients to deliver continuous value
• Advise clients on best practices for all products in the Budget Cycle Management suite
• Consistently demonstrate knowledge of municipal finance best practices and stay up to date on requirements in the states you work with
• Build strong client relationships by maintaining a high level of engagement, adoption, and communication
• Conduct annual account performance planning and reviews with each client in your portfolio
• Work closely with other members of the ClearGov team to fulfill client requests
• Successfully renew annual client subscriptions and uncover cross-sell opportunities for members of the Sales team
• Secure references, testimonials, and case studies
• Keep internal systems current by logging communications, updating fields, and entering notes
• Communicate client feedback to ClearGov product development regarding enhancements and usability improvements
• Collaborate on process & system modifications to improve team success and enable growth

Critical Skills/Experience:

• 3 to 5 years of experience in customer service or a customer success position is strongly preferred
• Possess at least 1 year of finance or accounting experience or a Bachelors Degree in Accounting or Finance
• Exceptional ability to build strong client relationships by maintaining a high level of engagement, adoption, and communication
• Proven ability to manage a portfolio of 100-125 clients of varying sizes, product mix, and budget cycles
• Proficiency in mastering the features and functionality of multiple SaaS applications
• Deep understanding of client concerns and thoughts regarding the use of products, and the ability to troubleshoot as needed
• Must be able to organize, prioritize, and execute short-term and long-term tasks with attention to detail and timing
• Google Suite, ChurnZero, and Salesforce experience preferred
• Experience working with local governments and school districts is a definite plus

The Ideal ClearGov Candidate:

• Self-motivated, self-starter with a zeal to win
• Great communicator; strong oral and written skills
• Ability to think creatively and innovatively
• Hands-on problem solver who enjoys cracking difficult nuts
• Quick study – able to pick up and apply new concepts in a hurry
• Track record of achievement
• Enjoys working on and helping to build outstanding teams
• Demonstrates an entrepreneurial spirit and gets stuff done
• A sense of humor and don’t take themselves too seriously

Why Join Us:

• Flexible, remote work
• Chance to make a meaningful impact on government and school district transparency and accountability
• Opportunity to work in a fast-paced, fun, and collaborative environment
• Competitive salary and benefits package
• Professional growth opportunities

Benefits:

• Benefits vary based on US or Canadian residency. Details will be provided during phone screen.

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ClearGov is an equal opportunity employer committed to building a diverse, inclusive, and respectful workplace. We prohibit discrimination and harassment of any kind and make employment decisions without regard to race, color, ancestry, ethnicity, nationality or national origin, citizenship, sex, sexual orientation, gender identity or expression, religion or creed, age, disability, genetic information, pregnancy, childbirth or related medical conditions, marital or family status, veteran or military status, Indigenous status, record of offenses (where legally protected), or any other characteristic protected by applicable federal, state, provincial, or local laws in the United States and Canada.

ClearGov is also committed to providing reasonable accommodations for applicants and employees with disabilities, in accordance with applicable U.S. and Canadian laws. If you require an accommodation during any part of the hiring process, please let us know.

At ClearGov, we value diverse perspectives and believe they strengthen our ability to achieve our mission of helping local governments work better.