Client Success Executive

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Multiview Financial Software

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1990

☁️ SaaS

🤝 B2B

💸 Finance

SaaS • B2B • Finance

Multiview Financial Software is a provider of cloud-based ERP software focused on financial management for organizations such as hospitals, nonprofits, education, and utilities. Their Multiview ERP platform offers integrated modules — general ledger, budgeting & forecasting, accounts payable and receivable, fixed assets, reporting and dashboards, materials management, barcoding, and automated workflows — designed to streamline month-end close, improve reporting accuracy, and simplify asset and inventory lifecycles. Delivered as a fully-managed cloud application, Multiview targets finance leaders and accounting teams to give clarity, control, and efficiency in financial operations.

📋 Description

• Own and execute account plans for a portfolio of high-value clients. • Build deep relationships with stakeholders at all levels (executive, technical, and operational) to drive business outcomes. • Identify and close upsell and cross-sell opportunities by aligning Multiview solutions to client pain points and growth strategies. • Proactively manage renewals and ensure continued client value realization. • Drive adoption of Multiview’s End Month End framework, ensuring clients achieve meaningful ROI. • Regularly assess client health and intervene early to reduce churn risk. • Establish yourself as a trusted partner. Lead client meetings, QBRs, and strategic check-ins to guide decision-making and influence product utilization. • Collaborate with internal teams (Product, Support, Implementation, Sales, and Engineering) to resolve client issues, communicate enhancement requirements, and advocate for client needs across the organization. • Maintain accurate records of account activity, engagement, and pipeline in tools such as HubSpot or other CRM platforms. • Track key metrics such as NPS, retention, expansion revenue, and engagement scores. • Lead contract renewals with precision and confidence. Position value clearly, handle objections, and ensure client commitment to long-term partnership.

🎯 Requirements

• Knowledge of accounting and financial management practices • 2+ years experience in Client Success/Account Management • An action oriented mindset and approach • Strong sales acumen • Proven success in a quota carrying role • Proven success managing sales pipeline and deal progression • A strong drive to close • Proven success with reporting on KPIs (Retention, Upsell, Cross-sell, Referrals, NPS, etc.) • Proven success with stakeholder engagement and relationship management at all levels • Proven track record of exceeding retention and upsell targets • Creative problem solving abilities • Excellent analytical skills and practices sound judgment when making decisions • Effective communication skills, both written and verbal, with the ability to listen, understand, educate, and influence • The wherewithal to identify a challenge and come with a solution • Experience in a SaaS environment • A personal commitment to team culture and contributing to it in a meaningful way • University Degree or College Diploma

🏖️ Benefits

• Competitive Compensation • 3 weeks’ vacation • Competitive Benefits including Health, Dental and Vision • Workplace Flexibility • Health and Wellness Perks • Workplace Social Events and Engagements • Continuous growth opportunities