Client Success Manager

Client Success Manager Remote About the Opportunity One of Pine’s portfolio companies is hiring! This company is an established, growing B2B technology services company that helps small and mid-sized businesses run critical parts of their operations. The Role As Client Success Manager, you will own a dedicated book of business, serving as the primary point of contact for clients from onboarding through renewal and expansion. You will be the driving force behind client retention and growth, combining relationship management with a commercial mindset to help clients get the most value out of their partnership with the company. What You'll Do Own the full client relationship for an assigned book of business, including renewals, expansion, and long-term retention Proactively monitor account health, flag churn risk early, and partner cross-functionally to resolve it Lead regular business reviews to align on client goals, priorities, and opportunities for growth Identify and pursue upsell and cross-sell opportunities within your client base Serve as the go-to point of contact for your accounts, ensuring fast, thoughtful, and consistent responsiveness Build long-term champions who advocate for the business through referrals, case studies, and reviews Collaborate closely with sales, delivery, and leadership to support client success and drive outcomes Maintain accurate account and pipeline records in the company's CRM What We're Looking For 3+ years of experience in a Customer/Client Success, Account Management, or client relationship role Experience with Sage Intacct ERP strongly preferred software strongly preferred A proactive, high-energy approach with excellent follow-through and attention to detail Comfortable operating in a commercially minded role where retention and growth are part of your success metrics Strong written and verbal communication skills, with confidence engaging clients at all levels Self-motivated and able to work independently in a remote environment What's In It For You Fully remote role with no travel required Competitive base salary plus a performance-driven variable compensation structure The opportunity to make a visible, immediate impact on a growing client base A clear path to grow with the business, including the potential to build and lead a team over time \n \n

The Client Success Manager will own a dedicated book of business, managing the full client lifecycle from onboarding through renewal and expansion. They will proactively monitor account health, lead business reviews, and collaborate cross-functionally to drive client retention and growth.

Candidates must have 3+ years of experience in a client-facing role such as Customer Success or Account Management. Proficiency with Sage Intacct ERP is strongly preferred, along with strong communication skills and a proactive, commercially minded approach.

• Competitive base salary • Performance-driven variable compensation

• Problem solvingPreferred
• CommunicationPreferred
• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Client Success
• Account Management
• Relationship Management
• Renewal Management
• Upselling
• Cross-selling
• Churn Prevention
• Business Reviews
• CRM
• Sage Intacct ERP
• Communication
• Strategic Planning
• Problem Solving
• Project Management
• Case Study
• Energetic
• Cross-Selling
• Follow Through
• Advocacy
• Self-Motivation
• Business To Business
• Customer Relationship Management
• Enterprise Resource Planning
• Sales
• Leadership
• Sage Intacct (Financial Software)
• Operations
• Verbal Communication Skills
• Detail Oriented

• Customer Service & Support
• Sales
• Software
• Technology
• Management & Leadership
• Client Success Manager
• Customer Success Manager
• Sales and Marketing Managers
• First-Line Supervisors of Office and Administrative Support Workers

Minimum experience

3+ years

Posting language

English

Working hours

40 hours per week