Request a demo


CrowdReason is in need of a Client Success Manager to assist with its rapid growth.  This professional will play a key role as the lead of new client implementations. Responsible for planning, organizing, managing and executing projects from beginning to end. The Client Success Manager is a critical thinker and comfortable leading multiple projects and initiatives. Must possess strong communication skills, problem solving techniques, and project management expertise and leveraging these to meet/exceed both organization and client goals.



CrowdReason ( is an innovative software company delivering SaaS based applications for use in Financial Services.  Our two leading products TotalPropertyTax and MetaTasker are designed to assist our clients with property tax compliance and tax document management needs.




The ideal candidate is a tenacious problem-solver, a passionate client advocate, a solid project manager, and takes pride in leadership by example and responsible for the following responsibilities:


  • Management of onboarding from the project intake and execution standpoint.
  • Coordinate with cross functional resources for flawless and fast project execution.
  • Serve as a single point of contact for project status and issue management.
  • Transform requirements into manageable tasks and create an overall project plan; manage plan through project lifecycle, including updating status.
  • Ensuring all projects are delivered on time and within scope and budget.
  • Ensuring all deliverables are clearly specified, requirements scoped and agreed upon between the Client and internal teams.
  • Manage and communicate scope changes to functional requirements to key project stakeholders during the requirements gathering process.
  • Identify and manage project dependencies and critical path.
  • Manage multiple simultaneous clients’ projects, including team mobilization, client specification and requirements definition, project plan creation, implementation, testing and sign off.
  • Manage all activities around client implementations. Including: schedule, scope, risk, and maintaining high client satisfaction in a dynamic, cross-functional environment.
  • Effectively communicate project expectations and status to the client, team members and internal stakeholders in a timely and clear fashion.
  • Effectively balance priorities of business results, quality and client satisfaction in decision-making process.
  • Identify and execute onboarding process improvements concurrently with project execution, including process documentation updates.
  • Effectively maintain positive working relationships with clients and partners, while clearly communicating priorities and deliverables and managing client expectations.



Education and/or Experience:


  • A bachelor’s degree or equivalent experience. 
  • 2-4 years project management experience, account management experience, or other relevant experience
  • PMP Certification preferred.
  • Ability to work quickly and accurately under pressure in a fast-paced work environment with many projects and clients. 

Personality Traits:


  • Professional manner and accountable for work performed
  • Strong independent work ethic
  • Adept problem solver
  • Strong communication skills
  • Results-driven

Send your resumes to