Sage Intacct Customer Success Manager - Remote

Overview

As a Customer Success Manager (CSM) at BPM, you will play a critical role in ensuring the long-term success and satisfaction of our clients post-implementation, acting as a strategic advisor and relationship manager.

In Short

• Manage a portfolio of Intacct clients post-implementation.
• Conduct regular check-ins and success reviews with clients.
• Address challenges and advocate for client needs.
• Develop success plans aligned with client goals.
• Identify optimization opportunities for Intacct features.
• Monitor license renewal timelines and assist with contracts.
• Collaborate with sales and delivery teams for service expansion.
• Coordinate with support teams for issue resolution.
• Track account health and satisfaction metrics.
• Provide feedback for continuous improvement.

Requirements

• 3+ years in customer success, account management, or consulting.
• Prior experience with Sage Intacct preferred.
• Strong understanding of accounting and finance workflows.
• Excellent interpersonal and communication skills.
• Strong project coordination and organizational skills.
• Experience with CRM and customer success tools.

Benefits

• Flexible work arrangements and personalized benefits.
• Interactive wellness platform and mental health resources.
• 14 Firm holidays and Flex PTO.
• Professional development opportunities including CPA resources.