Enterprise Client Success Manager

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      "city": "Florham Park",
      "state": "New Jersey",
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    "jobOpeningName": "Enterprise Client Success Manager",
    "departmentLabel": "Client Success Management (CSM)",
    "employmentStatusLabel": "Full-Time"
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    "datePosted": "2026-06-16",
    "atsLocation": {
      "city": "Florham Park",
      "state": "New Jersey",
      "country": "United States",
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    "description": "<p><span style=\"font-weight: bold\"><span><span>Position Overview</span></span></span><span> </span></p>\n<p><br></p>\n<p><span><span>As </span><span>an Enterprise</span><span> Client Success Manager</span><span>, you will serve as a strategic relationship leader for </span><span>Accordant’s</span><span> </span><span> enterprise</span><span> </span><span>and </span><span>private equity-based</span><span> </span><span>clients</span><span>.</span><span> In this role, you will build trusted partnerships with </span><span>key C-Suite </span><span>stakeholders to ensure </span><span>account growth and </span><span>ongoing value realization </span><span>by </span><span>align</span><span>ing</span><span> technology solutions with operational efficiency, financial reporting, and </span><span>overarching business goals.</span></span><span> </span></p>\n<p><span><br></span></p>\n<p><span><span>Success in this role requires exceptional communication skills, financial and operational acumen, </span><span>deep </span><span>previous</span><span> experience managing </span><span>p</span><span>rivate </span><span>e</span><span>quity portfolios, </span><span>and the ability to engage confidently with C-suite executives, </span><span>p</span><span>rivate </span><span>e</span><span>quity operating partners, and finance leaders.</span></span><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><br></span></span></p>\n<p><span style=\"font-weight: bold\"><span><span>Responsibilities:</span></span></span><span><span> </span></span><span> <br></span><span> </span></p>\n<p><span><span>Strategic Relationship Management</span></span><span> </span></p>\n<ul>\n<li><span><span>Serve as the primary relationship owner for a portfolio of </span><span>enterprise-level clients </span><span>and d</span><span>evelop trusted partnerships to understand investment </span><span>objectives</span><span>, operational priorities, and value creation strategies</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Anticipate</span><span> evolving needs and </span><span>identify</span><span> opportunities for</span><span> revenue</span><span> expansion </span><span>through product and/or</span><span> service</span><span> add-ons</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Track and </span><span>monitor</span><span> client health</span><span> indicators to ensure high quality </span><span>experience</span><span> and long-term retention</span></span><span> <br></span><span> </span></li>\n</ul>\n<p><span><span>Portfolio</span><span> </span><span>l Client Success</span></span><span> </span></p>\n<ul>\n<li><span><span>Work cross-functionally to </span><span>i</span><span>dentify</span><span> opportunities to standardize technology, reporting frameworks, and best practices across multiple portfolio companies</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Maintain visibility into portfolio activity</span><span> </span><span>and proactively engage </span><span>client base through</span><span> strategic</span><span> business reviews</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Serve as advisor for overall growth strategy </span><span>inclusive of third-party product integrations</span></span><span> <br></span><span> </span></li>\n</ul>\n<p><span><span>Business Reviews &amp; Value Realization</span></span><span> </span></p>\n<ul>\n<li><span><span>Prepare and deliver </span><span>regular </span><span>business reviews with </span><span>executive</span><span> stakeholders and portfolio company leadership</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Provide strategic recommendations aligned with portfolio growth, operational maturity, and investment timelines</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Work cross</span><span> functionally with internal implementation teams to guide strategic growth decisions and recommendations for third-party add-on opportunities to maximize value and usage</span></span><span> <br></span><span> </span></li>\n</ul>\n<p><span><span>Client Engagement &amp; Support</span></span><span> </span></p>\n<ul>\n<li><span><span>Ensure a seamless transition from implementation to post-live</span><span> team structure and ensure adoption and retention protocols are in place</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Conduct regular cadence check-ins with stakeholders across a portfolio of clients and portfolio companies</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Serve as a liaison across departments</span><span> and </span><span>third-parties</span><span> to drive </span><span>timely</span><span> and effective resolution</span><span> and mitigation of escalations</span></span><span> <br></span><span> </span></li>\n</ul>\n<p><span><span>Revenue Expansion &amp; Opportunity Identification</span></span><span> </span></p>\n<ul>\n<li><span><span>Identify</span><span> opportunities </span><span>and </span><span>upsell</span><span> across </span><span>an enterprise client book of business</span><span> </span><span>ensuring </span><span>alignment on client </span><span>business goals and technology</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Support expansion efforts when PE firms </span><span>acquire</span><span> new portfolio companies that may </span><span>benefit</span><span> from Accordant solutions</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Meet </span><span>organization expansion metrics through proactive outbound and inbound client sales motions</span></span><span> <br></span><span> </span></li>\n</ul>\n<p><span><span>Cross-Functional Collaboration</span></span><span> </span></p>\n<ul>\n<li><span><span>Partner closely with Implementation, Sales, Marketing, and Product teams to ensure alignment </span><span>of</span><span> client priorities</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Share client insights and industry trends to help shape product development, service offerings, and best practices</span></span><span> </span></li>\n</ul>\n<p><span style=\"font-weight: bold\"><span><br></span></span></p>\n<p><span style=\"font-weight: bold\"><span><span>Skills Required:</span></span></span><span><span> </span></span><span> <br></span><span> </span></p>\n<ul>\n<li><span><span>2+ years of </span></span><span style=\"font-weight: bold\"><span><span>Enterprise or Private Equity</span></span></span><span><span> Client Success, Account Management, or Relationship Management experience in SaaS, ERP, financial technology, or professional services environments </span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>E</span><span>xperience working with Construction/Real Estate </span><span>financial </span><span>workflows with</span><span> deep industry knowledge of this space</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Strong understanding of ERP platforms such as Sage Intacct</span><span> </span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Demonstrated experience managing complex client relationships and executive stakeholders</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Exceptional written and verbal communication skills with the ability to engage C-suite and investment stakeholders</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Strong organizational skills with the ability to prioritize across multiple portfolio clients</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Ability to work EST hours M-F</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Additional Preferred Skills</span></span></span><span><span> </span></span><span> <br></span><span> </span></p>\n<ul>\n<li><span><span>Knowledge of third-party marketplace providers </span><span>that integrate with Sage Intacct (Payroll, AP Automation, Reporting) </span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Previous</span><span> experience developing </span><span>financial reporting, operational KPIs, and technology standardization across portfolio companies</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Familiarity with client health metrics such as NPS, CSAT, and </span><span>C</span><span>lient </span><span>H</span><span>ealth scoring</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Experience working in software / SaaS environments with revenue retention or expansion goals</span><span> and related metrics</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Proficiency</span><span> with Salesforce or similar CRM platforms</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Experience with project management and implementation frameworks</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span><span>Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation</span></span><span><span> </span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Note:</span></span></span><span><span> Candidates must </span><span>be authorized to</span><span> work in the US or Canada; we cannot provide sponsorship at this time.</span></span><span> </span></p>\n<p><span> </span></p>",
    "compensation": "$115K-120K + Monthly Incentives",
    "departmentId": "18622",
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    "jobCategoryId": "18469",
    "jobOpeningName": "Enterprise Client Success Manager",
    "departmentLabel": "Client Success Management (CSM)",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Experienced",
    "jobOpeningShareUrl": "https://accordant.bamboohr.com/careers/94",
    "employmentStatusLabel": "Full-Time"
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