Client Success Manager

Job Summary

Driving client satisfaction and revenue expansion, the full-time remote Client Success Manager will manage a portfolio of clients using Sage Intacct, focusing on renewals, upselling, and ensuring software adoption through strategic relationship management.

Key responsibilities

• Own the renewal cycle and pursue upsell opportunities while maintaining high retention rates
• Proactively educate clients on new features and develop tailored adoption plans to enhance software utilization
• Build and maintain strong relationships with client stakeholders, serving as an escalation partner for complex issues

Required qualifications

• 3+ years of experience in Client Success, Account Management, or a similar client-facing role in a B2B software environment
• Demonstrated track record of managing renewals and achieving retention and expansion targets
• Working knowledge of Sage Intacct or comparable ERP/accounting software
• Strong understanding of accounting concepts such as AP/AR and financial reporting
• Proficiency with CRM platforms for tracking pipeline and activities