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Client Success Manager

7/29/2025

Remote

Job Summary

A company is looking for a Client Success Manager to guide clients through the post-sale lifecycle and ensure maximum value from solutions.

Key Responsibilities
  • Manage client relationships and serve as the primary point of contact
  • Oversee onboarding and implementation projects, ensuring timely delivery
  • Provide consultative support for workflow design and product optimization
Required Qualifications
  • 5+ years of experience in customer success, implementation, or consulting for enterprise software
  • Strong understanding of project management principles
  • Technical proficiency with accounting software and ERP systems
  • Experience in financial services or accounting software is preferred
  • Bachelor's degree in Business, Accounting, Information Systems, or a related field

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