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Accordant via Bamboohr

Enterprise Client Success Manager

United States $115k–120k/yr Level not stated
still open verified 10h ago posted 110d ago seen just now
Apply at accordant.bamboohr.com

This is the employer's own posting, not a copy on a job board.

What we know

Is it still open?

Confirmed still open

Last checked 10h ago — checked against the employer's own applicant tracking system, which is the company answering directly.

We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.

Check this listing's status as JSON

How old is it?

Posted 110d ago

The date the source published, not the day we noticed it (2026-06-16). Last seen at its source just now.

Is it remote?

Marked remote on the employer's board

Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.

Who may apply?

United States

The description states no restriction of its own. This is the source's own tag.

Pay

$115k–120k/yr

Published by the source in its own salary field. Shown in the posting's own currency and period; we never convert.

Skills named in the ad

Account ManagementBusiness ReviewsCRMCSATCross-functional CollaborationEscalation ManagementFinancial ReportingNPSPartnershipsPayrollProject ManagementSalesforce

Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.

Carried by 1 source

The listing

Role Overview 

As an Enterprise Client Success Manager, you will serve as a strategic relationship leader for Accordant’s enterprise and private equity-based clients. In this role, you will build trusted partnerships with key C-Suite stakeholders to ensure account growth and ongoing value realization by aligning technology solutions with operational efficiency, financial reporting, and overarching business goals. 


Success in this role requires exceptional communication skills, financial and operational acumen, deep previous experience managing private equity portfolios, and the ability to engage confidently with C-suite executives, private equity operating partners, and finance leaders. 

Compensation |
$115,000–$120,000 base salary, plus incentive compensation


Key Responsibilities: 

Strategic Relationship Management 

  • Serve as the primary relationship owner for a portfolio of enterprise-level clients and develop trusted partnerships to understand investment objectives, operational priorities, and value creation strategies 
  • Anticipate evolving needs and identify opportunities for revenue expansion through product and/or service add-ons 
  • Track and monitor client health indicators to ensure a high-quality experience and long-term retention

Portfolio l Client Success 

  • Work cross-functionally to identify opportunities to standardize technology, reporting frameworks, and best practices across multiple portfolio companies 
  • Maintain visibility into portfolio activity and proactively engage client base through strategic business reviews 
  • Serve as advisor for overall growth strategy inclusive of third-party product integrations

Business Reviews & Value Realization 

  • Prepare and deliver regular business reviews with executive stakeholders and portfolio company leadership 
  • Provide strategic recommendations aligned with portfolio growth, operational maturity, and investment timelines 
  • Work cross functionally with internal implementation teams to guide strategic growth decisions and recommendations for third-party add-on opportunities to maximize value and usage

Client Engagement & Support 

  • Ensure a seamless transition from implementation to post-live team structure and ensure adoption and retention protocols are in place 
  • Conduct regular cadence check-ins with stakeholders across a portfolio of clients and portfolio companies 
  • Serve as a liaison across departments and third-parties to drive timely and effective resolution and mitigation of escalations

Revenue Expansion & Opportunity Identification 

  • Identify opportunities and upsell across an enterprise client book of business ensuring alignment on client business goals and technology 
  • Support expansion efforts when PE firms acquire new portfolio companies that may benefit from Accordant solutions 
  • Meet organization expansion metrics through proactive outbound and inbound client sales motions

Cross-Functional Collaboration 

  • Partner closely with Implementation, Sales, Marketing, and Product teams to ensure alignment of client priorities 
  • Share client insights and industry trends to help shape product development, service offerings, and best practices 


Qualifications

  • 2+ years of Enterprise or Private Equity Client Success, Account Management, or Relationship Management experience in SaaS, ERP, financial technology, or professional services environments  
  • Experience working with Construction/Real Estate financial workflows with deep industry knowledge of this space 
  • Strong understanding of ERP platforms such as Sage Intacct  
  • Demonstrated experience managing complex client relationships and executive stakeholders 
  • Exceptional written and verbal communication skills with the ability to engage C-suite and investment stakeholders 
  • Strong organizational skills with the ability to prioritize across multiple portfolio clients 
  • Ability to work EST hours M-F 

 

Preferred Attributes

  • Knowledge of third-party marketplace providers that integrate with Sage Intacct (Payroll, AP Automation, Reporting)  
  • Previous experience developing financial reporting, operational KPIs, and technology standardization across portfolio companies 
  • Familiarity with client health metrics such as NPS, CSAT, and Client Health scoring 
  • Experience working in software / SaaS environments with revenue retention or expansion goals and related metrics 
  • Proficiency with Salesforce or similar CRM platforms 
  • Experience with project management and implementation frameworks 

 

Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation  

 

Note: We are only able to consider candidates who are currently authorized to work in the U.S. and Canada. We do not offer work sponsorship at this time. 

Apply at accordant.bamboohr.com