Enterprise Client Success Lead for PE Portfolios

Accordant; Florham Park (NJ); On-site; USD 115,000 - 120,000; Full time

Job summary

Accordant, with offices in Florham Park, NJ, seeks an Enterprise Client Success Manager to lead strategic relationships across enterprise and private equity‑backed clients. You will align technology solutions with operational efficiency, financial reporting, and growth objectives for senior executives.

Success requires exceptional communication, PE portfolio experience, and the ability to drive expansion, monitor client health, and coordinate with Implementation, Sales, Marketing, and Product

Qualifications

• 2+ years of enterprise or private equity client success or relationship mgmt in SaaS or ERP.
• Experience with Construction/Real Estate financial workflows and Sage Intacct.
• Strong written and verbal communication with C-suite stakeholders.
• Ability to work EST hours M-F.
• Proven track record in managing complex client relationships.

Responsibilities

• Own relationships for enterprise clients and drive growth and retention.
• Identify upsell opportunities through add-ons and value realization.
• Coordinate with cross-functional teams to standardize reporting and processes.
• Lead executive business reviews with portfolio companies.
• Provide strategic recommendations aligned with investment timelines.
• Ensure smooth transition from implementation to post-live support.

Skills

Enterprise relationship management

Executive stakeholder engagement

SaaS/ERP/Financial tech experience

Client success management

Communication skills

Tools

Salesforce

Sage Intacct

Job description

Accordant, with offices in Florham Park, NJ, seeks an Enterprise Client Success Manager to lead strategic relationships across enterprise and private equity‑backed clients. You will align technology solutions with operational efficiency, financial reporting, and growth objectives for senior executives.

Success requires exceptional communication, PE portfolio experience, and the ability to drive expansion, monitor client health, and coordinate with Implementation, Sales, Marketing, and Product