Client Success Manager

Job not on LinkedIn

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $85k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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FYIsoft, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2012

☁️ SaaS

🏢 Enterprise

🤝 B2B

SaaS • Enterprise • B2B

FYIsoft is a provider of cloud-based financial reporting, budgeting, and consolidation software that automates the creation, distribution, and analysis of financial statements from ERP systems. Its ConnectFYI integration extracts and standardizes general ledger data from multiple ERPs (Microsoft Dynamics, NetSuite, Sage, Epicor, Infor, etc. ) to support multi-entity reporting, consolidations, and reporting automation. FYIsoft also offers an AI financial analyst feature (Telli) for insight generation and anomaly detection, targeting controllers, CFOs, and FP&A teams to reduce manual reporting work and accelerate the close process.

📋 Description

• Lead, mentor, and develop a team of Client Success Managers/Specialists • Set goals and monitor performance against retention, satisfaction, and adoption metrics • Serve as an escalation point for complex client issues involving ERP data connections, reporting configuration, or financial statement logic • Own the post-sale client lifecycle, including onboarding, implementation support, adoption, renewal, and expansion • Partner with Product and Engineering to relay client feedback on reporting functionality and ERP integrations • Develop and refine onboarding playbooks across NetSuite, Sage Intacct, Acumatica, and Dynamics GP/Management Reporter environments • Monitor client health scores and proactively identify at-risk accounts • Collaborate with Sales on renewal strategy and expansion opportunities • Represent the voice of the customer in internal product planning discussions • Create and maintain client-facing documentation, training materials, and best-practice guides for report building and financial consolidation workflows • Improve net revenue retention and reduce churn • Build a well-trained, motivated client success team with clear career development paths • Foster cross-functional relationships with Product, Sales, and Engineering

🎯 Requirements

• Bachelor's degree in Accounting, Finance, or related field • 5+ years of experience in a customer support, client success, or implementation role within a SaaS or financial software environment • 2+ years of people management or team lead experience • Hands-on proficiency with reporting functions inside ERP systems such as Management Reporter, NetSuite, Acumatica, and Sage Intacct • Strong understanding of core financial statements (P&L, balance sheet, cash flow) and general accounting principles • Excellent communication skills with the ability to translate technical/accounting concepts for varied audiences (controllers, CFOs, accounting staff) • Demonstrated ability to manage competing priorities across multiple client accounts • Experience with CRM/support tools such as HubSpot, Salesforce, or Zendesk for tracking client interactions • CPA, CMA, or progress toward accounting certification (preferred) • Experience with financial consolidation, budgeting, or FP&A reporting tools (preferred) • Familiarity with SQL or data connection troubleshooting for ERP-to-reporting-tool integrations (preferred) • Prior experience in a fast-growing SaaS company (preferred) • Authorization to work in the United States

🏖️ Benefits

• Remote work considered for the right candidate