Client Strategy & Success Manager

Eton Solutions LP; Morrisville (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Eton Solutions LP seeks a Client Strategy & Success Manager to drive satisfaction, adoption, and long-term value for a portfolio of clients on our ERP platform. You will act as the post-implementation lead, building trusted relationships and coordinating across Sales, Product, Implementation, and Support to ensure a seamless customer lifecycle.

You will monitor client health, identify risks, and develop strategies to improve engagement and retention, while supporting proposals, estimates, and

Qualifications

• 3+ years of experience in Client Success, public accounting, ERP Consulting, or Financial Software.
• Experience supporting accounting, tax, investment management, or ERP platforms.
• Strong understanding of accounting and financial business processes.
• Excellent communication, relationship management, and problem-solving skills.

Responsibilities

• Serve as the primary relationship manager and trusted advisor for assigned client accounts.
• Drive client satisfaction by monitoring client health, collecting and responding to customer feedback, and recommending best practices to improve platform adoption and business outcomes.
• Monitor system usage and identify potential risks to client success, developing action plans to improve engagement and retention.
• Act as the primary point of escalation for client issues, coordinating cross-functional teams to ensure timely resolution and clear communication.
• Provide product expertise and recommend practical solutions and workarounds based on client needs and platform capabilities.
• Develop and maintain client engagement roadmaps aligned with business objectives, tracking progress and identifying opportunities for additional services or platform enhancements.
• Support commercial proposals, solution estimates, and client expansion initiatives in partnership with Sales and Professional Services.
• Ensure a seamless transition from implementation to ongoing business-as-usual support while maintaining continuity of client relationships.
• Collaborate with Product and Implementation teams to share client feedback, improve implementation standards, and contribute to future product enhancements.
• Maintain accurate client documentation, including stakeholder contacts, organizational structures, and account health metrics.

Education

Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field

Job description

The Client Strategy & Success Manager is responsible for driving client satisfaction, adoption, and long-term success across a portfolio of clients using our accounting and investment ERP platform. As the primary post-implementation contact, this role builds trusted client relationships, proactively manages client health, coordinates issue resolution, and develops engagement strategies that maximize business value. The Client Success Manager works closely with Sales, Product, Implementation, and Support teams to ensure seamless client experience throughout the customer lifecycle.

Responsibilities

• Serve as the primary relationship manager and trusted advisor for assigned client accounts.
• Drive client satisfaction by monitoring client health, collecting and responding to customer feedback, and recommending best practices to improve platform adoption and business outcomes.
• Monitor system usage and identify potential risks to client success, developing action plans to improve engagement and retention.
• Act as the primary point of escalation for client issues, coordinating cross-functional teams to ensure timely resolution and clear communication.
• Provide product expertise and recommend practical solutions and workarounds based on client needs and platform capabilities.
• Develop and maintain client engagement roadmaps aligned with business objectives, tracking progress and identifying opportunities for additional services or platform enhancements.
• Support commercial proposals, solution estimates, and client expansion initiatives in partnership with Sales and Professional Services.
• Ensure a seamless transition from implementation to ongoing business-as-usual support while maintaining continuity of client relationships.
• Collaborate with Product and Implementation teams to share client feedback, improve implementation standards, and contribute to future product enhancements.
• Maintain accurate client documentation, including stakeholder contacts, organizational structures, and account health metrics.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field.
• 3+ years of experience in Client Success, public accounting, ERP Consulting, or Financial Software.
• Experience supporting accounting, tax, investment management, or ERP platforms.
• Strong understanding of accounting and financial business processes.
• Excellent communication, relationship management, and problem-solving skills.
• Ability to manage multiple client relationships while coordinating cross-functional teams.
• Demonstrated ability to proactively identify client needs, manage priorities, and drive successful business outcomes.