Client Engagement Manager - Software (Customer Success)

Location: Huntersville, NC 28078 (Hybrid – In-Person and Remote; Some Travel Required)
Employment Type: Full-Time
Reports To: Product Owner
Work Authorization: Must be a U.S. Citizen or Permanent Resident

Position Overview

Everblue is seeking a Client Engagement Manager to serve as the primary relationship owner for assigned software clients. This role is ideal for someone who enjoys partnering closely with clients, translating business needs into actionable solutions, and working cross-functionally with product and engineering teams to deliver meaningful results.

In this role, you will spend the majority of your time engaging with clients by leading discovery conversations, managing expectations, and ensuring successful implementation and ongoing use of Everblue’s software platforms. You will also help shape how client needs are prioritized and delivered within the product roadmap.

About Everblue

Everblue is a mission-driven, Veteran-owned small business focused on improving careers, strengthening government processes, and advancing energy market transformation through technology.

We build software solutions that support digitization, certification management, and compliance-driven workflows. Our platforms, EverForms and EverCert, help organizations streamline complex processes while meeting regulatory and industry requirements.

At Everblue, we value ownership, transparency, collaboration, and creative problem-solving. Our team members are empowered to take initiative, learn continuously, and make a real impact.

What You’ll Do

Client Engagement and Relationship Management
• Serve as the primary point of contact for assigned software clients
• Build trusted, long-term relationships with client stakeholders
• Lead discovery sessions to understand client goals, workflows, and success metrics
• Conduct regular client check-ins and status discussions
• Manage expectations related to scope, timelines, priorities, and trade-offs

Requirements and Solution Delivery
• Translate client needs into clear business requirements, use cases, and user stories
• Partner with Product and Engineering teams to clarify scope and feasibility
• Advocate for client needs while balancing the overall product roadmap
• Support sprint planning and backlog prioritization
• Coordinate implementations, enhancements, and ongoing improvements

Cross-Functional Collaboration
• Work closely with the Product Owner and Technical Product Manager
• Coordinate with internal teams to ensure alignment across initiatives
• Identify risks, dependencies, or misalignment early and escalate as needed
• Support operational projects connected to software deployments

Compliance and Documentation
• Assist with tracking client-specific requirements related to SOC 2 compliance
• Support documentation tied to client engagements and controls
• Contribute to technical and functional sections of proposals and contracts

System Administration
• Perform basic system administration tasks for assigned clients
• Manage user access, permissions, and account setup as needed

Work Location and Schedule

• Hybrid role based in Huntersville, NC
• Combination of in-office and remote work
• Some travel required for client meetings or company events
• Full-time position

Required Qualifications

Education
• Bachelor’s degree in Business, Information Systems, Computer Science, or a related field

Experience
• 3+ years of experience in client engagement, customer success, account management, or business analysis within a software or technical environment

Skills
• Experience serving as a primary point of contact for clients
• Ability to lead discovery conversations and gather requirements
• Ability to translate business needs into actionable technical requirements
• Working knowledge of software development lifecycles and agile methodologies
• Hands-on experience using Jira for backlog management, sprint planning, or issue tracking
• Strong written and verbal communication skills
• Excellent organizational and prioritization skills
• Proactive, customer-first, solutions-oriented mindset

Preferred Qualifications

• Experience working in compliance-driven or regulated environments
• Familiarity with SOC 2 or similar frameworks

Why Join Everblue

• Mission-driven, Veteran-owned company
• Client-focused and collaborative culture
• Flexible hybrid work environment
• Opportunity for growth, ownership, and impact

Our Culture

Expect talented, motivated coworkers with an ownership mentality. We value learning, integrity, and creative problem-solving.

Warning: rubber chickens, Nerf guns, finger rockets, and bad jokes may be present.

We’re on a mission—will you join us? Learn more at .