Nonprofit Client Success Manager - Remote

Loxo; Tennessee; Hybrid; USD 85,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Short/long-term disability

Life insurance

401K savings plan

Paid vacation/holidays

Job summary

JMT Consulting Group is seeking a MIP Accounting - Client Account Manager, Nonprofits to serve diverse nonprofit clients and expand strategic relationships. You will coordinate client engagements, promote end‑user success, and partner with leadership to deliver value.

The role emphasizes building trusted partnerships, ensuring satisfaction, and driving opportunities within your portfolio while aligning with nonprofit missions in a collaborative, supportive environment.

Qualifications

• Bachelor’s degree in accounting, Finance, or related field.
• 5+ years’ experience in client management and/or project management.
• Experience with Momentive's MIP accounting software.
• Minimum of 3 years of bookkeeping, accounting, or customer service experience.
• Solid understanding of how finance affects every department.

Responsibilities

• Developing and implementing strategic plans to manage and grow assigned accounts by understanding client needs and identifying new business opportunities within your portfolio.
• Organize regular client meetings to discuss current needs, future goals, and status of any open work.
• Cultivate long‑term relationships to retain clients and build strong relationships by providing superior service.
• Identify and document client needs, expectations, and priorities in SFDC.
• Consult with sales when upgrades and services are beneficial to clients.
• Effectively manage client issues and concerns with defined resolution plans.
• Maintain at risk list and coordinate with internal teams to deliver solutions.
• Manage user maintenance and onboarding of key contacts.
• Compile information for surveys and take timely action.
• Identify opportunities for improvement and propose new tools and processes.
• Develop and maintain knowledge of business offerings and industry.

Skills

Client management

Project management

Communication

Finance knowledge

SFDC familiarity

Education

Bachelor’s degree in accounting or Finance

Tools

MIP accounting software

Job description

JMT Consulting Group is seeking a MIP Accounting - Client Account Manager, Nonprofits to serve diverse nonprofit clients and expand strategic relationships. You will coordinate client engagements, promote end‑user success, and partner with leadership to deliver value.

The role emphasizes building trusted partnerships, ensuring satisfaction, and driving opportunities within your portfolio while aligning with nonprofit missions in a collaborative, supportive environment.