Client Success Manager (Sage Intacct)
Core
Strategic Client Success Manager owning post-implementation relationships for Sage Intacct and construction/financial management solutions, driving renewals, adoption, and revenue expansion.
Role type
Senior Client Success Manager (Sage Intacct)
Builds
Client retention, software adoption, and revenue expansion for B2B financial management clients
Domain
B2B Software / Financial Management / Construction Industry
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Renewal management, upsell/cross-sell strategy, Business Review facilitation, stakeholder management, CRM proficiency, accounting concepts (AP/AR/GL/WIP), product training delivery
Preferred skills
Sage Intacct Construction module expertise, VAR/ISV/ERP partner experience, finance team enablement, construction/real estate vertical knowledge
Technologies
Sage Intacct, Salesforce, HubSpot
Responsibilities
Own full renewal cycle and forecast retention; identify and execute upsell/cross-sell opportunities; conduct Business Reviews to demonstrate ROI; educate clients on new features and adoption plans; maintain multi-threaded client relationships; serve as escalation partner for complex issues
Seniority
Senior, hands-on IC
