Strategic Client 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

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