Client Success Manager

Pine Services Group is seeking a dedicated Client Success Manager to join a growing B2B technology services company within their portfolio. In this role, you will serve as the primary point of contact for a dedicated book of business, ensuring client satisfaction, retention, and long-term growth from onboarding through renewal.

Key responsibilities

• Manage the full client lifecycle, including renewals, expansion, and long-term retention strategies.
• Proactively monitor account health, identify churn risks, and collaborate cross-functionally to resolve issues.
• Lead regular business reviews to align on client goals, priorities, and new opportunities for growth.
• Identify and pursue upsell and cross-sell opportunities to maximize the value of your client base.
• Maintain accurate account and pipeline records within the company CRM system.

Requirements

• Minimum of 3 years of experience in Customer Success, Account Management, or a similar client-facing role.
• Strong preference for candidates with prior experience working with Sage Intacct ERP software.
• A proactive, high-energy approach with exceptional attention to detail and follow-through.
• Comfortable operating in a commercially minded environment where retention and growth are key metrics.
• Excellent written and verbal communication skills with the ability to engage clients at all levels.

What we offer

• A fully remote position that allows for independent work and flexibility.
• A performance-driven compensation structure designed to reward your success.
• The opportunity to make a visible, immediate impact on a growing client base.
• A clear path for professional development, including potential opportunities to build and lead a team.