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.

Responsibilities

• 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
• 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
• 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
• 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
• 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