Client Success Manager

Job Summary

A company is looking for a Client Success Manager (CSM) to support civic and school district clients.

Key Responsibilities:

• Manage a portfolio of approximately 125 municipal clients to deliver continuous value
• Advise clients on best practices for products in the Budget Cycle Management suite
• Conduct annual account performance planning and reviews with clients

Required Qualifications:

• 3 to 5 years of experience in customer service or customer success
• At least 1 year of finance or accounting experience or a Bachelor's Degree in Accounting or Finance
• Proven ability to manage a diverse portfolio of clients
• Experience with SaaS applications and local governments/school districts is a plus
• Familiarity with Google Suite, ChurnZero, and Salesforce preferred