Client Success Manager – Sales and Renewals

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Assess, standardize, and continuously enhance the subscription renewal process to minimize churn and maximize recurring revenue.

• Ensure the completion of client renewals 90+ days prior to the renewal date, guaranteeing accurate and timely execution.

• Uphold a high level of rigor regarding renewal timelines, contract visibility, and reporting through Salesforce.

• Act as a subject-matter expert on renewal processes, ERP products, and policy updates.

• Assist team members in managing complex renewals, escalations, and client objections.

• Propel the team to optimize upsell and cross-sell opportunities within the existing client base across various ERP products.

• Design and maintain an in-life sales framework and playbooks to facilitate scalable account growth.

• Track KPIs related to expansion revenue, renewal rates, churn, and client retention; convert insights into actionable strategies.

• Collaborate with executive leadership, data analytics, and Marketing to enhance the effectiveness of campaigns and outreach for identified client opportunities.

• Mentor and coach team members in client-facing sales interactions, quote generation, and strategic account management.

• Ensure alignment between CSM verticals and organizational departments to optimize sales motion efficiency.

• Lead and nurture a high-performing team of direct reports, offering guidance, coaching, and performance management.

• Develop processes, tools, and data-driven reporting to enhance team effectiveness and accountability.

• Collaborate cross-functionally with Sales, Marketing, and Product teams to improve client experience and revenue results.

• Maintain regular communication with senior leadership regarding team performance, strategic initiatives, and client trends.

⛳️ Requirements

• Over 3 years of experience managing teams in Customer Success, Renewals, or SaaS operations.

• At least 2 years in client sales roles with a proven history of consistently achieving quotas.

• More than 1 year in roles directly responsible for relationship management.

• Practical experience with Sage Intacct, Acumatica, Sage 100 Contractor, or Sage 300 CRE.

• Demonstrated ability to build and optimize processes in a high-growth setting.

• Proficient in Salesforce or similar CRM systems for workflow management and reporting.

• Outstanding verbal and written communication skills; comfortable engaging with senior leadership and C-suite clients.

• Strong analytical capabilities; able to convert data into actionable recommendations.

• Ability to navigate ambiguity, prioritize initiatives, and manage multiple strategic projects at once.

• Capable of functioning effectively in a remote work environment.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work hours and remote work options.

• Collaborative and inclusive company culture.