Client Success Manager

Job Summary

Managing a portfolio of MIP Fund Accounting clients and channel partners, the full-time Client Success Manager will drive client retention, revenue growth, and product adoption while working remotely.

Key responsibilities

• Serve as the primary point of contact and trusted advisor for assigned clients, conducting regular business reviews to assess client health and drive product adoption
• Own renewal outcomes and identify expansion opportunities within the client portfolio, managing the full sales cycle for upselling additional products and services
• Collaborate with channel partners and cross-functional teams to ensure seamless client experiences and advocate for client needs

Required qualifications

• Bachelor's degree in Business, Accounting, Nonprofit Management, or a related field, or equivalent work experience
• 3+ years of experience in account management, client success, or B2B sales with a proven track record of retention and revenue growth
• CRM experience, preferably with Salesforce, including maintaining pipeline and forecasting account health data
• Strong understanding of SaaS business models and subscription renewal cycles
• Experience working with or within channel partner environments