Enterprise Client Success Manager

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

📋 Description

• Act as the main relationship manager for a portfolio of enterprise-level clients, fostering trusted partnerships to grasp investment goals, operational priorities, and strategies for value creation.

• Anticipate the changing needs of clients and pinpoint opportunities for revenue growth through additional products and/or services.

• Monitor and evaluate client health indicators to ensure a high-quality experience and encourage long-term retention.

• Collaborate across departments to find opportunities for standardizing technology, reporting frameworks, and best practices among various portfolio companies.

• Maintain oversight of portfolio activities and actively engage clients through strategic business reviews.

• Prepare and present regular business reviews to executive stakeholders and leadership teams of portfolio companies.

• Offer strategic recommendations that align with portfolio expansion, operational maturity, and investment timelines.

• Ensure a smooth transition from implementation to the post-live team structure, confirming that adoption and retention protocols are effectively established.

• Conduct regular check-ins with stakeholders across a portfolio of clients and portfolio companies.

• Identify opportunities for upselling within an enterprise client book, ensuring alignment with client business objectives and technology.

• Collaborate closely with Implementation, Sales, Marketing, and Product teams to align on client priorities.

⛳️ Requirements

• A minimum of 2 years of experience in Enterprise or Private Equity Client Success, Account Management, or Relationship Management within SaaS, ERP, financial technology, or professional services sectors.

• Proven experience with Construction/Real Estate financial workflows, possessing comprehensive industry knowledge in this area.

• Strong familiarity with ERP platforms, particularly Sage Intacct.

• Demonstrated capability in managing complex client relationships and engaging with executive stakeholders.

• Outstanding written and verbal communication skills, with the ability to engage C-suite executives and investment stakeholders effectively.

• Excellent organizational skills, with the ability to prioritize tasks across multiple portfolio clients.

• Willingness to work EST hours from Monday to Friday.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and career advancement.

• Competitive compensation and performance-based bonuses.

• Flexible work arrangements and a supportive team environment.