Enterprise Client Success Manager

Position Overview

As an Enterprise Client Success Manager, you will serve as a strategic relationship leader for Accordant’s enterprise and private equity-based clients. In this role, you will build trusted partnerships with key C-Suite stakeholders to ensure account growth and ongoing value realization by aligning technology solutions with operational efficiency, financial reporting, and overarching business goals.

Success in this role requires exceptional communication skills, financial and operational acumen, deep previous experience managing private equity portfolios, and the ability to engage confidently with C-suite executives, private equity operating partners, and finance leaders.

Responsibilities:  

Strategic Relationship Management

Serve as the primary relationship owner for a portfolio of enterprise-level clients and develop trusted partnerships to understand investment objectives, operational priorities, and value creation strategies

Anticipate evolving needs and identify opportunities for revenue expansion through product and/or service add-ons

Track and monitor client health indicators to ensure high quality experience and long-term retention

Portfolio l Client Success

Work cross-functionally to identify opportunities to standardize technology, reporting frameworks, and best practices across multiple portfolio companies

Maintain visibility into portfolio activity and proactively engage client base through strategic business reviews

Serve as advisor for overall growth strategy inclusive of third-party product integrations

Business Reviews & Value Realization

Prepare and deliver regular business reviews with executive stakeholders and portfolio company leadership

Provide strategic recommendations aligned with portfolio growth, operational maturity, and investment timelines

Work cross functionally with internal implementation teams to guide strategic growth decisions and recommendations for third-party add-on opportunities to maximize value and usage

Client Engagement & Support

Ensure a seamless transition from implementation to post-live team structure and ensure adoption and retention protocols are in place

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

Serve as a liaison across departments and third-parties to drive timely and effective resolution and mitigation of escalations

Revenue Expansion & Opportunity Identification

Identify opportunities and upsell across an enterprise client book of business ensuring alignment on client business goals and technology

Support expansion efforts when PE firms acquire new portfolio companies that may benefit from Accordant solutions

Meet organization expansion metrics through proactive outbound and inbound client sales motions

Cross-Functional Collaboration

Partner closely with Implementation, Sales, Marketing, and Product teams to ensure alignment of client priorities

Share client insights and industry trends to help shape product development, service offerings, and best practices

Skills Required:

2+ years of Enterprise or Private Equity Client Success, Account Management, or Relationship Management experience in SaaS, ERP, financial technology, or professional services environments

Experience working with Construction/Real Estate financial workflows with deep industry knowledge of this space

Strong understanding of ERP platforms such as Sage Intacct

Demonstrated experience managing complex client relationships and executive stakeholders

Exceptional written and verbal communication skills with the ability to engage C-suite and investment stakeholders

Strong organizational skills with the ability to prioritize across multiple portfolio clients

Ability to work EST hours M-F

Additional Preferred Skills

Knowledge of third-party marketplace providers that integrate with Sage Intacct (Payroll, AP Automation, Reporting)

Previous experience developing financial reporting, operational KPIs, and technology standardization across portfolio companies

Familiarity with client health metrics such as NPS, CSAT, and Client Health scoring

Experience working in software / SaaS environments with revenue retention or expansion goals and related metrics

Proficiency with Salesforce or similar CRM platforms

Experience with project management and implementation frameworks

Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation

Note: Candidates must be authorized to work in the US or Canada; we cannot provide sponsorship at this time.