Client Success Manager – Sage Intacct

CBH

Client Success Manager responsible for driving client success with Sage Intacct solutions. Focused on renewals, expansion revenue, and client relationship management.

Posted 6/5/2026full-timeRemote • Florida, North Carolina, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $115,000 - $130,000 per yearWebsite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sage IntacctQuickBooksNetSuiteAcumaticaaccounting conceptsAPARgeneral ledgerproject costingfinancial reporting

Soft Skills

client satisfactionsoftware adoptionsubscription renewalsrevenue expansionrelationship managementcommunication skillspresentation skillsorganizational skillsadvocacymulti-threaded relationships

Tools & Technologies

CRMSalesforceHubSpot

Industry Keywords

Client SuccessAccount ManagementB2B softwareprofessional servicesrenewalsretention targetsexpansion targetsBusiness ReviewsQBRsEBRs

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Serve as the primary post-implementation relationship owner for a portfolio of clients using Sage Intacct
Drive client satisfaction, software adoption, subscription renewals, and revenue expansion
Own the full renewal cycle for an assigned book of business
Identify and pursue upsell and cross-sell opportunities
Conduct regular Business Reviews (QBRs/EBRs) with client stakeholders
Proactively educate clients on new Sage Intacct features
Develop and deliver tailored adoption plans for clients
Maintain accurate opportunity and renewal data in CRM
Build multi-threaded relationships across client organizations
Capture client feedback and advocate for product enhancements

Requirements

What you’ll need

3+ years of experience in Client Success, Account Management, or similar client-facing role within a B2B software or professional services environment.
Demonstrated track record of owning renewals and hitting retention/expansion targets.
Working knowledge of Sage Intacct or comparable ERP/accounting software (QuickBooks, NetSuite, Acumatica, etc.).
Strong understanding of accounting concepts — AP/AR, general ledger, project costing, WIP, and financial reporting.
Excellent communication and presentation skills; comfortable presenting to C-suite stakeholders.
Highly organized with the ability to manage a portfolio of accounts simultaneously.
Proficiency with CRM platforms (Salesforce, HubSpot, or similar) for pipeline and activity tracking.

Benefits

Comp & perks

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Comprehensive, high-quality benefits program