Accordant

Customer Success Manager

• Triage incoming client requests, ensuring issues are properly documented, prioritized, and routed for resolution.
• Monitor and track outbound campaign volumes and follow-up needs with multiple departments.
• Provide timely updates to clients on the status of their requests and ensure clear, consistent communication throughout.
• Work directly with clients and internal teams to schedule key client check-ins , business reviews, onboarding/transition calls , and cross-functional meetings.
• Foster strong relationships by demonstrating reliability, professionalism, and compassion in every interaction.
• Prioritize high-profile and escalated accounts and ensure appropriate leadership visibility.
• Develop working knowledge of Sage Intacct, Acumatica, Sage 300 CRE, and Sage 100 Contractor software ecosystems.

Client Success Coordinator

• Lead the team responsible for subscription renewals and minimize churn
• Evaluate, standardize, and continuously improve the renewal strategy
• Oversee accuracy of renewal quotes and ensure high-quality output
• Collaborate with partners to meet process requirements and ensure quality client outcomes
• Maintain strong rigor around renewal timelines and contract visibility via Salesforce
• Support team members with complex renewals and client escalations
• Develop and monitor KPIs, including renewal rate, churn, expansion, and contraction

Client Success Renewal Manager

Manager

• Lead and develop a consulting team delivering Sage 100 C/SCM/SFO implementations, managed services, and client support for construction and service contractors.
• Design and refine scalable delivery models, including a fixed-price implementation framework and a managed service plan (MSP) offering, driving both operational efficiency and client value.
• Oversee project execution to ensure on-time, on-budget delivery and consistently high client satisfaction, measured through quality outcomes, retention, and advocacy.
• Monitor team and project performance using key indicators such as utilization, margin, MSP adoption, and customer satisfaction, continuously improving delivery processes and results.
• Foster strategic partnerships with Sage and ecosystem partners (BuildOps, ServiceTitan, Procore) to enhance integration capabilities, expand solution adoption, and strengthen Accordant’s market position.
• Collaborate cross-functionally with sales, development, and client success teams to ensure seamless handoffs, strong communication, and alignment on client outcomes.
• Champion operational excellence by embedding best practices, maintaining strong financial performance, and cultivating a culture of accountability, innovation, and continuous improvement.

CRE Consulting Group Manager

Operations

Construction Operations Consulting Group Manager

Solutions Engineer

• Build trusted relationships with technical and business stakeholders, acting as the primary technical point of contact for live clients
• Provide expert guidance on platform architecture, configuration, integrations, and best practices across supported ERP solutions
• Lead technical discovery and collaborate with Client Success Managers to define and execute strategic account plans
• Identify and recommend process improvements, add-on solutions, or integrations that align with client needs and business goals
• Troubleshoot and resolve complex technical issues, coordinating with internal and external teams as needed
• Represent the voice of the client in cross-functional discussions with Product, Engineering and Support teams
• Participate in and contribute technical insights to annual business reviews and other key touchpoints
• Provide configuration support, develop technical documentation, and enable client self-sufficiency where possible
• Proactively identify and mitigate risks to system performance and client satisfaction
• Continuously refine and share internal best practices and scalable solutions for technical account management

Client Solutions Consultant

Consultant

• Design, develop, and maintain custom financial and operational reports and dashboards in Sage Intacct.
• Build and manage reports in Sage 300 CRE using Crystal Reports and Office Connector.
• Ensure reports accommodate multi-entity, multi-currency, and department-specific needs.
• Align reporting outputs with month-end and quarter-end close cycles.
• Maintain high standards for data accuracy, consistency, and usability.
• Replicate key data into SQL tables when built-in tools are insufficient for advanced reporting.
• Support advanced report generation using SQL and Crystal Reports.
• Troubleshoot data access and quality issues across systems and reports.
• Work directly with Accounting, Finance, and Business Operations teams to gather reporting requirements and deliver customized solutions.
• Provide guidance, documentation, and support to users for interpreting and modifying reports.
• Share reporting best practices and offer training to internal team members as needed.

• Cultivate strategic relationships to understand evolving needs and identify opportunities for growth
• Ensure smooth transition from implementation to post-live status
• Prepare and deliver comprehensive annual/quarterly business reviews for clients
• Conduct regular cadence check-ins across an established book of business (+100 clients)
• Manage inbound client requests, including de-escalation needs, questions related to integration opportunities, third-party software solutions, and Accordant’s proprietary software solutions and serve as a liaison across departments for resolution
• Identify potential upsell leads and work closely with sales team to ensure correct solution is in place for client needs

Client Success Manager – Relationship Management

Sales

•Develop and implement sales strategies to drive revenue and consistently meet or exceed sales targets
•Identify and capitalize on new and existing market segments
•Lead, mentor, and develop a high-performing sales team, fostering a collaborative and results-driven culture
•Work closely with the executive team to align sales strategy with broader business objectives
•Collaborate with Accordant Marketing to align campaigns with sales objectives and expand brand presence in key markets
•Oversee the entire sales funnel, from lead generation through closing, with a focus on optimizing conversion rates
•Provide regular updates to senior leadership on sales performance, KPIs, and strategic objectives
•Partner with and support the Accordant Client Success Management organization to enhance client satisfaction and improve retention rates

Director of Sales

• Generate and review renewal and expansion quotes with clients; respond to related questions or concerns
• Cultivate client relationships, identify opportunities for growth, and work directly with CSM sales team members to expand their current subscription
• Collaborate cross-functionally to align client feedback with ongoing client needs and initiatives
• Assist clients in making informed decisions about their software subscriptions