Client Success Manager

Oasis-Solutions; Louisville (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Oasis Solutions is seeking a Customer Success/Account Manager to nurture relationships with Sage, NetSuite and channel partners while driving renewals and new service opportunities. The role requires collaborating with internal teams and external partners to ensure client satisfaction and successful implementations.

Hybrid role in Louisville, KY with up to 25% travel; 2-5 years in client-facing roles and strong CRM experience are essential for managing multiple accounts and meeting quarterly

Qualifications

• Experience with SAAS or ERP sales and client success management is required.
• Comfortably using CRM software (e.g., Salesforce, HubSpot, or similar) and other customer engagement tools is required.
• Minimum of 2-5 years in customer success, account management, or a related client-facing role.
• Exceptional verbal and written communication skills, with the ability to build strong relationships with clients and internal teams.
• Ability to manage multiple accounts, track key metrics, and ensure customer satisfaction.
• Bachelor’s degree in business, Communications, Marketing, or a related field preferred.

Responsibilities

• Develop & / or Maintain relationships with Sage, NetSuite & channel resources and leadership, as well as 3rd party partners.
• Perform outbound contact to Sage, NetSuite & Channel resources to collaborate on existing customer renewal portfolios.
• Generate new service opportunities from existing clients.
• Identify current Sage customers, interested in moving to a new platform.
• Acquire and maintain a working knowledge of the complete capabilities of Sage, NetSuite, Adaptive Insights, and 3rd Party Products & Services.
• Work collaboratively with Oasis personnel, partners, Oasis events user Groups, and cross-departmental stakeholders to address customer escalations.
• Maintain an active pipeline of forecasted renewals to meet quarterly & annual quota objectives.
• Work collaboratively with marketing to generate positive reviews, client testimonials, referrals and other successful marketing activities, including but not limited to Oasis events and user Groups.
• Conduct customers post-sales activities through webinars and other events. Follow up to evaluate the success of the implementation & 3rd party projects.
• Participate & organize customers through reviews.

Skills

SaaS sales

Account management

Client relationship

Communication

Education

Bachelor's degree preferred

Tools

Salesforce

HubSpot

Job description

Oasis Solutions is your local NetSuite, Sage 100 and Sage Intacct partner providing business management software solutions to small and mid-sized businesses throughout America. We have offices located in Louisville and Lexington, KY, TN, and NC, and serve clients throughout the United States. Oasis offers the leading software solutions (on-premise and cloud) for accounting and business management (ERP), human resources, payroll, and time & attendance, CRM (Customer Relationship Management), Job Management, Document Management, Warehouse management, and more.

This is a Hybrid role in Louisville Kentucky with a travel requirement of up to 25%.

Qualifications

• Experience with SAAS or ERP sales and client success management is required.
• Comfortably using CRM software (e.g., Salesforce, HubSpot, or similar) and other customer engagement tools is required.
• Minimum of 2-5 years in customer success, account management, or a related client-facing role.
• Exceptional verbal and written communication skills, with the ability to build strong relationships with clients and internal teams.
• Ability to manage multiple accounts, track key metrics, and ensure customer satisfaction.
• Bachelor’s degree in business, Communications, Marketing, or a related field preferred.

What you'll do

• Develop & / or Maintain relationships with Sage, NetSuite & channel resources and leadership, as well as 3rd party partners.
• Perform outbound contact to Sage, NetSuite & Channel resources to collaborate on existing customer renewal portfolios.
• Generate new service opportunities from existing clients.
• Identify current Sage customers, interested in moving to a new platform.
• Acquire and maintain a working knowledge of the complete capabilities of Sage, NetSuite,Adaptive Insights,and 3rd Party Products & Services.
• Work collaboratively with Oasis personnel, partners, Oasis events user Groups,and cross-departmental stakeholders to address customer escalations.
• Maintain an active pipeline of forecasted renewals to meet quarterly & annual quota objectives.
• Work collaboratively with marketing to generate positive reviews, client testimonials, referrals and other successful marketing activities, including but not limited to Oasis events and user Groups.
• Conduct customers post-sales activities through webinars and other events.Follow up to evaluate the success of the implementation & 3rd party projects.
• Participate & organize customers through reviews. ,