Customer Relationship Manager, ERP (East Coast)

Key Responsibilities

• Strategic Client Partnership
  • Primary relationship owner and trusted advisor for assigned clients, building trusted partnerships with executive and operational stakeholders.
  • Regularly engage with CFOs, CIOs, and operational leadership teams, helping them align technology investments with long-term business strategy.
• Account Growth & Expansion
  • Identify and develop new opportunities within existing accounts by aligning Vision33 solutions with client business objectives and regional ARR targets.
• Account Planning
  • Develop and execute structured account plans that support both client success and regional revenue goals.
• Client Retention & Satisfaction
  • Ensure long-term client success by proactively managing relationships, addressing challenges, and aligning internal teams to deliver exceptional outcomes.
• Pipeline Development & Forecasting
  • Maintain accurate opportunity tracking, account forecasting, and performance reporting to support regional growth targets.
• Cross-Team Collaboration
  • Work closely with consulting, delivery, and leadership teams to ensure clients receive maximum value from Vision33’s solutions and services.

Qualifications

• Experience: 5+ years’ experience in client relationship management, account management, or client success role.
  • 5+ years’ experience working with ERP, SaaS, or business management software within the SMB or mid-market sector.
    • Experience with ERP solutions such as SAP Business One, Sage, Microsoft Dynamics, NetSuite, Epicor, or similar platforms is highly desirable.
• Skills & Attributes:
  • Strong commercial mindset with the ability to identify and develop growth opportunities within client accounts.
  • Ability to build trusted relationships with C-suite executives and operational leaders.
  • Strong understanding of business operations and financial drivers (accounting or ERP process knowledge is an asset).
  • Excellent communication, negotiation, and stakeholder management skills.
  • A consultative approach focused on long-term partnership and measurable client value.
  • Highly organized and comfortable managing multiple accounts and priorities.
  • Results-oriented, with the ability to manage performance against account growth targets.
  • Willingness to travel within the Eastern U.S. as required.

Benefits

• Competitive base salary plus uncapped commission tied to account growth and client success.
• Opportunity to manage and develop an established ERP client base.
• Collaborative team environment backed by experienced consultants and delivery professionals.
• Ability to build long-term client partnerships while growing account revenue.
• Motivated by performance-based earnings and the opportunity to influence client strategy.