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