обновлено 12 дней назад
Industry Client Success Lead, Accounting & Consulting (B2B SaaS)
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Описание вакансии
Текст:
TL;DR
Industry Client Success Lead, Accounting & Consulting (B2B SaaS): Leading client success professionals and managing a portfolio of accounting and consulting firm relationships with an accent on retention, expansion, executive engagement, and cross-functional execution. Focus on account planning, high-risk escalations, renewal forecasting, strategic deal support, and coaching a high-performing client success team.
Location: New York, United States
Company
is a growing public software company serving professional services firms.
What you will do
- Own account planning and QBR execution across a portfolio of accounting and consulting clients.
- Identify account risks, opportunities, and capacity needs, and communicate findings to leadership and Sales.
- Lead escalations for high-risk accounts and drive timely cross-functional resolution.
- Partner with sellers on deal strategy, renewal forecasting, and strategic deal structures.
- Build executive relationships and coach client success professionals on stakeholder engagement.
- Develop the team through regular 1:1s, performance feedback, onboarding, and career development.
Requirements
- Experience leading client success or account management teams in a B2B SaaS environment.
- Demonstrated ability to drive retention, expansion, and executive engagement.
- Strong operational skills, including KPI tracking, execution strategy, CRM hygiene, and reporting.
- Experience managing complex escalations and influencing cross-functional partners.
- Track record of coaching talent and building independently executing teams.
- Ability to operate in a matrixed environment across Sales, Product, and Business Unit leadership.
Nice to have
- Familiarity with the accounting or consulting industry and how firms buy and measure software success.
Culture & Benefits
- Modern, collaborative, and flexible work environment.
- Professional development, training reimbursement, and continuing education support.
- Modern open offices with complimentary lunches and stocked kitchens.
- Wellness programs, flexible time off, and family-formation benefits.
- Paid volunteer time off and donation matching.
Hiring process
- The interview process generally includes three or more virtual or in-person meetings.
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