Client Success Manager – Sage Intacct

This is a fully remote position, open to applicants in Florida, +2 more states.

📋 Description

• Act as the main post-implementation liaison for a group of clients utilizing Sage Intacct.

• Enhance client satisfaction, promote software adoption, manage subscription renewals, and drive revenue growth.

• Take ownership of the entire renewal process for a designated portfolio of clients.

• Identify and seek out opportunities for upselling and cross-selling.

• Conduct regular Business Reviews (QBRs/EBRs) with client stakeholders.

• Proactively inform clients about new features of Sage Intacct.

• Create and implement customized adoption strategies for clients.

• Ensure precise tracking of opportunity and renewal data within the CRM system.

• Establish multi-layered relationships within client organizations.

• Gather client feedback and advocate for product improvements.

⛳️ Requirements

• A minimum of 3 years of experience in Client Success, Account Management, or a related client-facing position within a B2B software or professional services setting.

• Proven success in managing renewals and achieving retention and expansion goals.

• Familiarity with Sage Intacct or similar ERP/accounting software (such as QuickBooks, NetSuite, Acumatica, etc.).

• Strong grasp of accounting principles, including AP/AR, general ledger, project costing, WIP, and financial reporting.

• Exceptional communication and presentation abilities; comfortable delivering presentations to C-suite executives.

• Highly organized with the capacity to manage a portfolio of accounts concurrently.

• Proficient in CRM platforms (such as Salesforce, HubSpot, or similar) for tracking pipeline and activities.

🏝️ Benefits

• Annual bonus

• Medical, dental, and vision care

• Disability and life insurance

• Generous Paid Time Off

• Retirement plans

• Paid Care Leave

• Comprehensive, high-quality benefits program