Client Success Manager

📋 Description

• Own the full client relationship for an assigned portfolio, managing onboarding, ongoing
• Monitor account health, identify churn risks early, and coordinate with internal teams for
• Lead regular business reviews and strategic conversations to understand client goals and
• Identify and pursue upsell/cross-sell opportunities aligned with client needs and growth.
• Act as the primary contact for clients with responsive, thoughtful communication throughout the
• Collaborate with sales, delivery, and leadership to ensure client needs are addressed and outcomes

🎯 Requirements

• 3+ years of experience in Client Success, Customer Success, Account Management, or related role.
• Experience with Sage Intacct ERP software is strongly preferred.
• Proactive, high-energy approach with strong follow-through.
• Commercial mindset focused on retention, renewal, expansion, and account growth.
• Excellent written and verbal communication across organizational levels.
• Strong organizational skills with the ability to manage multiple accounts and priorities.

🎁 Benefits

• Fully remote position within the United States.
• No travel required.
• Competitive base salary with performance-driven variable compensation.
• Opportunity to make a visible impact on a growing client portfolio.
• Career progression including potential to lead a team as the business grows.
• Opportunity to work with an established and expanding B2B technology services organization.