Manager - Cloud Accounting Client Success

Position Overview

Eisner Amper is seeking a Manager – Cloud Accounting Client Success who will manage assignments that support client relationships and ongoing client success for our SaaS software product, Sage Intacct. The role ensures client satisfaction throughout the client lifecycle, promotes add-on products and services, and maintains an in‑depth understanding of Sage Intacct’s cloud financial management solution.

• Educates clients on additional features and functionality of the accounting software application, including add‑on products.

• Participates in the development of standard operating procedures, training materials, and presentations as required.

• Works collaboratively with clients to replicate and document system issues, prioritizes multiple client cases, investigates and researches issues, and assists with timely issue resolution using available resources.

• Conducts periodic meetings with clients to understand and capture feedback and additional opportunities.

• Provides oversight of team leaders and teams in identifying resource needs and completing individual responsibilities within the client lifecycle.

• Builds and maintains trusted relationships with a diverse group of clients, co‑workers, managers, and subject matter experts.

• Assesses manual accounting processes to make automation recommendations to clients and the team.

• Establishes, coordinates, and maintains data integrity of procedures, processes, and controls.

• Prepares work papers, coordinates client approvals, and submits orders with Sage Intacct reflecting results of software add‑on and renewal efforts.

• Ensures documents maintained from client agreements are complete, current, and stored appropriately.

• Advances product knowledge by attending specific courses and obtaining product certifications where applicable.

• Performs quality assurance review of all client deliverables.

• Ensures client satisfaction through open communication, managing expectations, meeting deadlines, and communicating concerns proactively with the team.

• Communicates regularly on client progress, pain points, concerns, and feedback. Helps identify and clear roadblocks to ensure a successful partnership.

• Delegates tasks, as appropriate, to other team members and assists with monitoring quality work products are delivered to clients.

• Identifies opportunities and recommends methods to improve service, work processes, and financial performance (e.g., procedure optimization). Assists in the implementation of quality improvement initiatives.

• MAY be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations.

• 7‑10 years of experience in accounting roles, accounting system support, and/or accounting system implementation.
• 7+ years of experience with cloud‑based accounting systems such as Sage Intacct, Quick Books Online, Oracle Net Suite, or Microsoft Dynamics.
• 3 years of experience in managing client relationships.

• Bachelor's degree in Accounting, Business, or a related field is preferred.
• Capacity to perform at an intermediate or advanced level with respect to Sage Intacct or similar financial management software applications.
• Familiar with general accounting concepts and processes including accounts payable, accounts receivable, and reconciliations.
• Familiar with specific accounting financial management processes, including procure to pay, order to cash, and record to report.
• Comfortable with technology and capable of learning and working effectively with various software applications.
• High degree of professionalism including the ability to maintain high levels of confidentiality and handle highly sensitive information.
• Technically proficient to perform at an intermediate or advanced level with software tools including, but not limited to, the Microsoft Office Suite of products (Outlook, Excel, Word, PowerPoint).

Eisner Amper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Baton Rouge