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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.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Microsoft Business ApplicationsERPCRMMicrosoft Dynamics 365Power PlatformNetSuiteproject managementprogram managementmanaged services deliveryKPI tracking
Soft Skills
client success strategygovernancecoachingresource planningcapacity managementcontinuous improvementrisk identificationmentoringperformance managementstakeholder management
Tools & Technologies
Microsoft Dynamics 365Power PlatformNetSuiteMicrosoft certificationsOracle certificationsAgileITILCSMSAFeportfolio management tools
Certifications & Qualifications
PMPAgile (CSM/SAFe)ITILMicrosoft certifications (Dynamics 365 / Power Platform)Oracle certifications (NetSuite)
Industry Keywords
client successcustomer successtechnology consultingdelivery leadershipgovernance frameworksdelivery lifecyclestrategic accountsscope managementbudget managementsenior client stakeholders
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