Enterprise Client Success Manager

Summary

Accordant is seeking an Enterprise Client Success Manager to serve as a strategic relationship leader for enterprise and private equity-based clients. The role focuses on building executive partnerships, driving client adoption and retention, identifying expansion opportunities, delivering business reviews, and aligning technology solutions with operational and financial goals across client portfolios.

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 a high-quality experience and long-term retention
• 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
• 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

• 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
• Note: We are only able to consider candidates who are currently authorized to work in the U.S. and Canada
• 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

Qualifications

Must Haves

• 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
• Note: We are only able to consider candidates who are currently authorized to work in the U.S. and Canada

Nice to Haves

• 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

Benefits

• Incentive compensation