Client Success Executive

Multiview Corporation

1d•CA$71,000 - CA$100,000•Remote

About The Position

Reporting to the Manager, Client Success, this role is responsible for driving Multiview’s End Month End program, ensuring 100% of clients see a return on their investment. The Client Success Executive will be assigned a dedicated portfolio of existing clients to manage, focusing on stakeholder engagement and relationship management. A key aspect of this role involves expanding Multiview’s product and service offerings within their client portfolio by identifying, executing, and closing upselling and cross-selling opportunities. Through leadership, relationship management, adoption, and engagement, the role aims to strengthen Multiview’s relationships within client portfolios, leading to ongoing client retention. Collaboration with internal departments is essential to ensure client needs are met. This is a quota-carrying role that requires travel throughout North America.

Requirements

Knowledge of accounting and financial management practices
2+ years experience in Client Success/Account Management
An action oriented mindset and approach
Strong sales acumen
Proven success in a quota carrying role
Proven success managing sales pipeline and deal progression
A strong drive to close
Proven success with reporting on KPIs (Retention, Upsell, Cross-sell, Referrals, NPS, etc.)
Proven success with stakeholder engagement and relationship management at all levels
Proven track record of exceeding retention and upsell targets
Creative problem solving abilities
Excellent analytical skills and practices sound judgment when making decisions
Effective communication skills, both written and verbal, with the ability to listen, understand, educate, and influence
The wherewithal to identify a challenge and come with a solution
Experience in a SaaS environment
A personal commitment to team culture and contributing to it in a meaningful way
University Degree or College Diploma

Responsibilities

Own and execute account plans for a portfolio of high-value clients.
Build deep relationships with stakeholders at all levels (executive, technical, and operational) to drive business outcomes.
Identify and close upsell and cross-sell opportunities by aligning Multiview solutions to client pain points and growth strategies.
Proactively manage renewals and ensure continued client value realization.
Drive adoption of Multiview’s End Month End framework, ensuring clients achieve meaningful ROI.
Regularly assess client health and intervene early to reduce churn risk.
Establish yourself as a trusted partner.
Lead client meetings, QBRs, and strategic check-ins to guide decision-making and influence product utilization.
Collaborate with internal teams (Product, Support, Implementation, Sales, and Engineering) to resolve client issues, communicate enhancement requirements, and advocate for client needs across the organization.
Maintain accurate records of account activity, engagement, and pipeline in tools such as HubSpot or other CRM platforms.
Track key metrics such as NPS, retention, expansion revenue, and engagement scores.
Lead contract renewals with precision and confidence.
Position value clearly, handle objections, and ensure client commitment to long-term partnership.