Client Success Manager
- Experience
- Mid
- Employment
- Full-time
- Company size
- Mid-size
Open to US only. Set where you work from to check your eligibility.
No BS summary
Client Success Manager with 3+ years of experience in client-facing roles. Must be comfortable with commercial responsibilities, have strong communication skills, and be self-motivated for remote work. Experience with Sage Intacct ERP is strongly preferred.
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
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 they require
- 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
Benefits
- 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
Pine Services Group is a private equity-backed holding company that acquires and operates B2B software and services businesses across a portfolio of approximately 16 companies. Pine's portfolio spans ERP, IT managed services, and adjacent technology verticals, with a shared focus on helping established businesses scale through operational excellence, strong leadership, and a long-term ownership approach.