Client Success Manager

About the Company

One of Pine's portfolio companies is an established, growing B2B technology services company that helps small and mid-sized businesses run critical parts of their operations.

Responsibilities

• Own the full client relationship for an assigned book of business, including renewals, expansion, and long-term retention
• Proactively monitor account health, flag churn risk early, and partner cross-functionally to resolve it
• Lead regular business reviews to align on client goals, priorities, and opportunities for growth
• Identify and pursue upsell and cross-sell opportunities within your client base
• Serve as the go-to point of contact for your accounts, ensuring fast, thoughtful, and consistent responsiveness
• Build long-term champions who advocate for the business through referrals, case studies, and reviews
• Collaborate closely with sales, delivery, and leadership to support client success and drive outcomes
• Maintain accurate account and pipeline records in the company's CRM

Requirements

• 3+ years of experience in Customer/Client Success, Account Management, or client relationship roles
• Experience with Sage Intacct ERP strongly preferred
• Proactive, high-energy approach with excellent follow-through and attention to detail
• Comfortable in a commercially minded role focused on retention and growth
• Strong written and verbal communication skills
• Self-motivated and able to work independently in a remote environment

Benefits

• Fully remote role with no travel required
• Competitive base salary plus a performance-driven variable compensation structure
• Opportunity to make a visible, immediate impact on a growing client base
• Clear path to grow with the business, including potential to build and lead a team