Client Success Manager (Sage Intacct)

Cherry Bekaert•Atlanta, GA

1d•$115,000 - $130,000•Remote

About The Position

The Client Success Manager (CSM) serves as the primary post-implementation relationship owner for a portfolio of clients using Sage Intacct and related Sage construction and financial management solutions. The CSM is accountable for driving client satisfaction, software adoption, subscription renewals, and revenue expansion through a deep understanding of each client's business goals and the value our solutions deliver against them. This is not a support role — it is a strategic, P&L - contributing position. The ideal candidate combines a consultative mindset with a working knowledge of Sage Intacct (including the Construction module) and third-party add-ons, strong relationship management skills, and a genuine drive to help clients realize the full return on their technology investment.

Requirements

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.

Nice To Haves

Hands-on experience with Sage Intacct Construction — familiarity with WIP schedules, AIA billing, lien waivers, subcontractor compliance, and project cost tracking is a strong differentiator.
Prior experience at a Sage VAR, Intacct reseller, ISV or ERP consulting partner.
Experience delivering software training or enablement to finance/accounting teams.
Exposure to construction, real estate, healthcare, nonprofit, or professional services verticals.
Bachelor's degree in Business, Accounting, Finance, or a related field (or equivalent practical experience).

Responsibilities

Own the full renewal cycle for an assigned book of business — forecast accurately, initiate conversations 90+ days in advance, and execute renewals on time with high retention rates.
Identify and pursue upsell and cross-sell opportunities, including additional modules, user licenses, integrations, managed services, professional services engagements and upsell/cross sell opportunities across the firm’s service offerings.
Conduct regular Business Reviews (QBRs/EBRs) with client stakeholders to demonstrate ROI, align on goals, and surface expansion opportunities organically.
Serve as the internal advocate for client needs — coordinate with sales, implementation, and support teams to ensure client commitments are met and revenue risk is mitigated.
Maintain accurate opportunity and renewal data in CRM; provide regular pipeline reporting to leadership.
Proactively educate clients on new Sage Intacct features, quarterly product releases, and underutilized capabilities relevant to their industry and workflow.
Develop and deliver tailored adoption plans for clients with static system use — identifying gaps between current usage and available functionality and building a roadmap to address them.
Lead or coordinate training sessions (live, virtual, and recorded) for client end-users, power users, and finance/accounting staff.
Monitor client product utilization data to identify disengagement early and intervene with targeted enablement before churn risk escalates.
Translate Sage product updates — particularly Sage Intacct enhancements around AP automation, WIP reporting, compliance, billing, and AI tools — into clear, tangible value for each client.
Maintain a regular cadence of meaningful client touchpoints — not just check-ins, but structured conversations tied to business outcomes and product value.
Build multi-threaded relationships across client organizations (CFO, Controller, IT, Operations) to reduce single-point-of-contact risk.
Serve as an escalation partner for complex or sensitive client issues, coordinating resolution across internal teams while preserving the client relationship.
Capture client feedback and advocate for product enhancements or process improvements through appropriate internal channels.