Client Success Manager

RSM US LLP

ERP Client Success Manager managing client relationships and consulting sales in the ERP space. Improving customer satisfaction through engagement and effective account management in Australia.

Posted 7/18/2026full-timeSydney • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in ERP processes, particularly with Oracle NetSuite and Microsoft Dynamics Business Central, while effectively managing client relationships and driving upsell opportunities. Proficient in vendor management, KPI reporting, and delivering high-quality client services and presentations.

Highest-signal resume keywords

ERP Software ExperienceClient Engagement ManagementVendor ManagementUpselling StrategyKPI Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ERP SoftwareSaaS Account ManagementKPI ReportingAccount StrategyProcess ImprovementMicrosoft OfficeCRM ManagementContract ManagementMarketing CampaignsClient Proposals

Soft Skills

Attention to DetailRelationship BuildingSelf-StarterAutonomous WorkTeam Collaboration

Industry Keywords

Client SatisfactionContinuous ImprovementThought LeadershipLicense SalesThird Party Vendor Management

Tech Stack

Tools & technologies

ERPOracle

About the role

Key responsibilities & impact

Building and maintaining Client engagement to maximize client and user satisfaction including developing a strong understanding of their needs
Reporting on key performance indicators (KPI) and client CSM reporting
Account Management plans and processes to be setup and managed for each ERP client.
Gain a good level of understanding of ERP processes, including Oracle NetSuite and Microsoft Dynamics Business Central.
Lead client engagement through various initiatives and communication channels
Work with several key vendors and third party vendors to align any license requirements for clients, and drive license sales.
Vendor and contract management with software suppliers
Demonstrated experience in driving continuous improvement for innovation, best practice, process improvement
Manage upsells through prospecting, marketing, forecasting, account strategy, and planning.
Proactive in the research and evaluation of new technologies and solutions for clients.
Develop industry knowledge, and create and manage thought leadership content for RSM
Excellent written and verbal skills with demonstrated ability to work autonomously and produce very high-quality output
To work outside normal hours where necessary to ensure the provision of critical services where required
Travel to other RSM offices and client sites as necessary
Run marketing campaigns and other client engagements to educate clients and build a pipeline of opportunities.
Maintain current systems, and provide feedback and innovative ideas on business process changes and new technology innovation to drive efficiency within CSM processes

Requirements

What you’ll need

3-5 years in a similar role working as an ERP or SaaS Software Account Manager or Sales Executive / BDM
Farmer (Upsell) mindset with the ability to construct a deal for clients
Experience of ERP software
Ability to work in fast paced environments and balancing competing priorities
Strong attention to detail
A self-starter with confidence in their ability to get the job done
Ability to work autonomously and as part of a team
Intermediate / Advance with Microsoft Office packages
Delivering high quality services, proposals, and presentations to clients
Strong networking and relationship building skills
Ability to follow processes, and build logical account plans for clients
Ability to manage vendors and the reporting required
Ability to manage internal reporting using CRM and track a strong pipeline with accuracy

Benefits

Comp & perks

Flexible work arrangements; with a minimum 3 days in the office and 2 days working remotely
Health, wellness, financial and lifestyle benefits