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Client Success Manager Lead – BizApps Managed Services, Microsoft Dynamics 365 BC/F&O/CE, NetSuite, Power Platform
BDO CanadaClient Success Manager Lead responsible for governance and delivery excellence across Microsoft Business Applications. Acts as trusted advisor and leads a team while managing client portfolios across Canada.
Tech Stack
Tools & technologiesERPOraclePMP
About the role
Key responsibilities & impact- Lead client success strategy, governance, and delivery excellence across a portfolio of Microsoft Business Applications engagements
- Act as a trusted advisor to senior client stakeholders
- Establish governance frameworks and coach Client Success Managers
- Oversee end-to-end delivery lifecycle and act as an escalation point for critical client and delivery issues
- Own a portfolio of strategic accounts, ensuring delivery against scope, timelines, and budgets
- Lead resource planning and capacity management
- Drive adoption of standard operating procedures and champion continuous improvement initiatives
- Define and track portfolio-level KPIs and ensure proactive risk identification
Requirements
What you’ll need- 8–12+ years of experience in Client Success / Customer Success
- Technology consulting or delivery leadership
- ERP/CRM (Microsoft or Oracle preferred)
- Experience and product knowledge of Microsoft Dynamics 365 (F&O, CE and/or Business Central) and/or Power Platform and/or NetSuite is required
- Previous experience managing a team of direct reports, including mentoring/coaching, assigning work and performance management
- Proven experience managing multiple (25+) client portfolios and senior stakeholders
- Strong background in project/program management and managed services delivery
- Bachelor’s degree in Information Technology, Business, Engineering, or related field
- Preferred certifications: PMP, Agile (CSM/SAFe), ITIL, Microsoft certifications (Dynamics 365 / Power Platform), Oracle certifications (NetSuite)
Benefits
Comp & perks- Comprehensive benefits from day one
- Flexible personal time off policy
- Reimbursement for wellness initiatives that fit your lifestyle
- Competitive total cash compensation that recognizes and rewards your contribution
- Opportunities for learning and development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft Business ApplicationsERPCRMMicrosoft Dynamics 365Power PlatformNetSuiteproject managementprogram managementmanaged services deliveryKPI tracking
Soft Skills
client success strategygovernancecoachingresource planningcapacity managementcontinuous improvementrisk identificationmentoringperformance managementstakeholder management
Certifications
PMPAgile (CSM/SAFe)ITILMicrosoft certifications (Dynamics 365 / Power Platform)Oracle certifications (NetSuite)