Enterprise Client Success Manager

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

Role Overview

As an Enterprise Client Success Manager, you will serve as a strategic relationship leader for Accordant’s enterprise and private equity‑based clients. In this role, you will build trusted partnerships with key C‑Suite stakeholders to ensure account growth and ongoing value realization by aligning technology solutions with operational efficiency, financial reporting, and overarching business goals.

Success in this role requires exceptional communication skills, financial and operational acumen, deep previous experience managing private equity portfolios, and the ability to engage confidently with C‑suite executives, private equity operating partners, and finance leaders.

Compensation

$115,000–$120,000 base salary, plus incentive compensation

Key Responsibilities:

• Serve as the primary relationship owner for a portfolio of enterprise-level clients and develop trusted partnerships to understand investment objectives, operational priorities, and value creation strategies
• Anticipate evolving needs and identify opportunities for revenue expansion through product and/or service add‑ons
• Track and monitor client health indicators to ensure a high‑quality experience and long‑term retention
• Work cross‑functionally to identify opportunities to standardize technology, reporting frameworks, and best practices across multiple portfolio companies
• Maintain visibility into portfolio activity and proactively engage client base through strategic business reviews
• Serve as advisor for overall growth strategy inclusive of third‑party product integrations
• Prepare and deliver regular business reviews with executive stakeholders and portfolio company leadership
• Provide strategic recommendations aligned with portfolio growth, operational maturity, and investment timelines
• Work cross‑functionally with internal implementation teams to guide strategic growth decisions and recommendations for third‑party add‑on opportunities to maximize value and usage
• Ensure a seamless transition from implementation to post‑live team structure and ensure adoption and retention protocols are in place
• Conduct regular cadence check‑ins with stakeholders across a portfolio of clients and portfolio companies
• Serve as a liaison across departments and third‑parties to drive timely and effective resolution and mitigation of escalations
• Identify opportunities and upsell across an enterprise client book of business ensuring alignment on client business goals and technology
• Support expansion efforts when PE firms acquire new portfolio companies that may benefit from Accordant solutions
• Meet organization expansion metrics through proactive outbound and inbound client sales motions
• Partner closely with Implementation, Sales, Marketing, and Product teams to ensure alignment of client priorities
• Share client insights and industry trends to help shape product development, service offerings, and best practices

Qualifications

• 2+ years of Enterprise or Private Equity Client Success, Account Management, or Relationship Management experience in SaaS, ERP, financial technology, or professional services environments
• Experience working with Construction/Real Estate financial workflows with deep industry knowledge of this space
• Strong understanding of ERP platforms such as Sage Intacct
• Demonstrated experience managing complex client relationships and executive stakeholders
• Exceptional written and verbal communication skills with the ability to engage C‑suite and investment stakeholders
• Strong organizational skills with the ability to prioritize across multiple portfolio clients
• Ability to work EST hours M‑F

Preferred Attributes

• Knowledge of third‑party marketplace providers that integrate with Sage Intacct (Payroll, AP Automation, Reporting)
• Previous experience developing financial reporting, operational KPIs, and technology standardization across portfolio companies
• Familiarity with client health metrics such as NPS, CSAT, and Client Health scoring
• Experience working in software / SaaS environments with revenue retention or expansion goals and related metrics
• Proficiency with Salesforce or similar CRM platforms
• Experience with project management and implementation frameworks

Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation

Note: We are only able to consider candidates who are currently authorized to work in the U.S. and Canada. We do not offer work sponsorship at this time.