Careers

Job Description

The Client Success Manager (CSM) is the primary relationship owner and trusted advisor for assigned client accounts. This role is ideal for someone passionate about building long-term client partnerships, driving business growth, and maximizing client satisfaction and retention. The CSM will proactively identify opportunities for clients to achieve their business goals and will champion strategies to increase client loyalty, adoption, and overall value realization from DataOceans’ solutions. While the CSM should be comfortable with technology and eager to master concepts related to Customer Communication Management (“CCM”) and Customer Experience Management (“CXM”), the focus of this role is on understanding client needs, ensuring their ongoing success, and identifying opportunities for growth.

As the advocate for the client, the CSM will collaborate cross-functionally within both the client’s organization and DataOceans to resolve issues, deliver solutions, and drive continuous improvement. The CSM will develop a deep understanding of each client’s business, industry, and strategic objectives, ensuring that DataOceans’ platform and services are aligned to support their success.

The most successful CSMs are proactive, entrepreneurial thinkers who act as both consultants and partners to their clients. They are skilled at identifying and recommending best practices, process improvements, and new opportunities for clients to leverage DataOceans’ capabilities for greater efficiency, revenue growth, and customer retention. This is a growth-oriented position with opportunities for advancement within the Client Success Team and across Sales, Marketing, Project Management, or Product Management.

Responsibilities & Duties

Account Management & Relationship Building:

o Serve as the day-to-day relationship manager for assigned accounts, building trust and rapport across all client stakeholders. Develop a comprehensive understanding of each client’s business strategies, industry trends, and key objectives to deliver tailored solutions and guidance.

Client Success & Retention:

o Proactively monitor client health and satisfaction, identifying risks and opportunities to improve retention and loyalty.

o Lead regular strategic reviews to assess progress toward client goals, uncover new business opportunities, and ensure clients are maximizing the value of DataOceans’ solutions.

Growth & Value Realization:

o Identify and recommend additional capabilities, enhancements, and services that align with client business plans and challenges.

o Collaborate with clients to develop growth strategies and drive adoption of new features or solutions.

Cross-Functional Collaboration:

o Work closely with internal teams to address client needs, resolve issues, and ensure service excellence.

o Maintain service level agreements and communicate effectively with clients regarding platform updates, enhancements, and project milestones.

Project & Change Management:

o Coordinate and manage client projects, including scope definition, requirements gathering, and deployment of enhancements.

o Oversee all aspects of the project lifecycle, ensuring clear communication and seamless execution.

Client Advocacy & Best Practices:

o Act as the voice of the client within DataOceans, advocating for their needs and sharing insights to inform product development and service delivery.

o Recommend process improvements and best practices to optimize client outcomes.

Qualifications & Experience

· Bachelor’s Degree and/or 2–4 years of professional experience in client success, account management, project management, consulting, or related roles

· Experience in client-facing roles with demonstrated ability to build relationships and influence stakeholders

· Strong written and verbal communication skills

· Analytical and problem-solving abilities, including root cause analysis

· Experience managing multiple priorities and projects to maximize client value

· Technical acumen, with the ability to quickly learn and articulate concepts related to web, mobile, SMS, email, and digital communication technologies

· Proficiency with Microsoft Office applications

Desired Skills & Experience

· Experience with the software development project lifecycle (e.g., design, development, QA testing, implementation)

· Familiarity with JIRA Service Desk, Confluence, or equivalent solutions

· Exposure to enterprise platforms such as CCM, CXM, ECM, Document Management, CRM, or marketing automation systems

· Ability to interact with and influence stakeholders at all organizational levels

· Experience developing and presenting client success strategies and business insights

· Highly collaborative, self-motivated, creative, and goal-oriented

· Demonstrated organizational and operational skills to manage and support clients at scale

· Consulting, digital marketing, or sales/client success experience is a plus

Direct hire only – please no recruiters or offshore companies.

DataOceans is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

In compliance with Federal law, all persons hired will be required to verify identity & eligibility to work in the US and to complete the required employment eligibility verification form upon hire.

DataOceans, a leader in Customer Communications Management (CCM) solutions, is seeking a Manager, HR and Finance Operations for its Alpharetta, GA office. This is a hybrid position and requires 2 – 3 days per week in office.

Job Title: Manager, HR and Finance Operations
Location: Alpharetta, GA Hybrid (In-office presence required 2-3 days a week) 
Experience: 6–8 years
Employment Type: Full-time
Reports To: DataOceans Company President

About DataOceans:

DataOceans is a growing technology company with a dynamic team of ~50 employees. As we continue to scale, we’re looking for a dedicated  HR and Finance Operations Manager to help strengthen our internal operations, support our people, and streamline key HR and finance functions.

This hybrid role requires in-office presence to be accessible and responsive to local employees while also allowing flexibility for remote work.

About the Position:

This is a hands-on and strategic role, ideal for someone who thrives in fast-paced, scaling environments. You’ll be responsible for managing and maturing employee management, review and engagement programs, benefits administration, and certain day-to-day finance operations, ensuring both compliance and a strong employee experience.  As the primary person managing the HR function, the HR and Finance Operations Manager will work directly with the President and the executive leadership team and other leaders to evolve employee performance review and other HR initiatives. The position will report to the company President and will work closely with the Director of Finance on assigned finance functions. 

Key Responsibilities:

Human Resources (HR):

• Manage day-to-day HR operations including onboarding, offboarding, and employee lifecycle processes
• Administer and evolve benefits programs (health, dental, vision, life, 401K, leave, wellness, etc.) including benefit compliance
• Maintain compliance with federal, state, and local employment laws and regulations
• Support performance review cycles, employee engagement initiatives, and HR policy updates
• Serve as an accessible point of contact for in-office staff and remote staff
• Develop programs to engage with and support remote employees.  Design and host remote team building events. Schedule and work with executive leadership to conduct companywide meetings.
• Schedule and provide virtual drop-in hours. 
• Conduct meetings for virtual employees to overview benefits with remote employees.
• Oversee employee continuing education programs working directly with managers to coordinate and track quarterly activities. 

Finance Operations:

• Manage payroll processing and compliance, in partnership with external vendors or internal systems
• Assist with accounts payable/receivable workflows, expense reports, and vendor management
• Help improve internal financial processes and controls

Qualifications:

• 6–8 years of combined experience in HR and finance operations, preferably in a tech or fast-growing company
• Solid knowledge of HR practices, employment law, and benefits administration
• Familiarity with core financial operations such as payroll, expense tracking, and budgeting
• Strong communication and interpersonal skills; proactive, entrepreneurial, comfortable driving for clarity, ability to maintain confidentiality and build rapport with team members at all levels of the organization
• Comfortable navigating both strategy and execution
• Experience with HRIS/payroll systems and financial tools (e.g., Gusto, QuickBooks, Excel)
• Bachelor’s degree in HR, Finance, Business Administration, or related field preferred

DataOceans is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

In compliance with Federal law, all persons hired will be required to verify identity & eligibility to work in the US and to complete the required employment eligibility verification form upon hire.