Client Success Manager

🔥 18 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 10%

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Logo of Momentive Software

Momentive Software

1001 - 5000 employees

🤝 B2B

🤝 Non-profit

B2B • Non-profit • Software

Momentive Software is a provider of a comprehensive suite of software solutions tailored for nonprofits and associations. The company aims to streamline operations, enhance member and donor engagement, and drive impactful results for mission-driven organizations. Their offerings include tools for association management, fundraising, event management, learning management, and data analytics, allowing organizations to efficiently manage their financials and foster deeper community connections.

📋 Description

• Serve as the primary point of contact and trusted advisor for an assigned portfolio of MIP clients and channel partners • Conduct regular business reviews (QBRs/EBRs) to assess client health, drive product adoption, and align on success milestones • Monitor account health indicators, including usage data, support trends, and renewal risk, and develop mitigation plans • Build and maintain relationships with finance leaders, IT, and executive sponsors • Own renewal outcomes and meet or exceed Gross Revenue Retention targets • Identify and develop expansion opportunities, including upselling MIP modules, Accounting, Fundraising products, and professional services • Drive adoption of SaaS offerings by connecting product capabilities to client business outcomes • Forecast revenue for the assigned portfolio using Salesforce and business intelligence tools • Manage the full sales cycle for expansion opportunities within existing accounts • Partner with channel partners on joint forecasting, co-selling activities, and escalation management • Coordinate with partners to ensure seamless client experiences and consistent delivery of Momentive commitments • Serve as an escalation point for partner-managed accounts when client satisfaction is at risk • Collaborate with Sales, Product, Support, and Implementation teams to meet customer satisfaction goals • Maintain accurate records of client interactions, opportunities, and account plans in Salesforce • Communicate client feedback and market trends internally to inform product roadmap and service improvements • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree in Business, Accounting, Nonprofit Management, or a related field — or equivalent work experience • 3+ years of experience in account management, client success, or B2B sales with a measurable track record of retention and/or revenue growth • Must have CRM experience (Salesforce preferred), including maintaining pipeline, forecasting, and account health data • Strong understanding of SaaS business models and subscription renewal cycles • Excellent communication, presentation, and stakeholder influence skills — comfortable engaging from end-users through C-suite • Demonstrated ability to manage a large account portfolio with strong organizational skills and attention to detail • Experience working with or within channel partner environments • Preferred: Experience with MIP Fund Accounting, Sage Intacct, or other nonprofit/government fund accounting software • Preferred: Background in or working knowledge of the nonprofit or government sector and fund accounting concepts • Preferred: Familiarity with customer success platforms (e.g., Gainsight, Totango, ChurnZero) • Eligibility to work in the United States without sponsorship • Minimum age of 18 • Required to verify identity and complete the required employment eligibility verification form upon hire

🏖️ Benefits

• Medical, Dental & Vision Benefits • 401(k) Savings Plan with Company Match • Flexible Planned Paid Time Off • Generous Sick Leave • Inclusive & Welcoming Environment • Purpose-Driven Culture • Work-Life Balance • Commitment to Community Involvement • Employer-Paid Parental Leave • Employer-Paid Short-Term Disability • Remote Work Flexibility

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