Client Success Manager
Listed on 2025-12-01
-
IT/Tech
Business Systems/ Tech Analyst, Data Analyst, Data Security, Systems Analyst
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Company Overview
Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support.
Description
Company Overview
Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support.
Position Summary
We are seeking a client-facing professional with strong project management, solution consulting, and customer relationship skills to join our growing Client Success team as a Client Success Manager. This hybrid role is broken into four core functions:
- Client Success (40%)
- Project Management (30%)
- Solutions Consulting (20%)
- Other Strategic Initiatives (10%)
Key Responsibilities
Client Relationship Management (40%)
- Serve as the primary point of contact and advocate for assigned clients.
- Develop a deep understanding of client goals and build trusted, long-term relationships.
- Proactively monitor customer health and address issues before they escalate.
- Identify and pursue opportunities for upselling, cross-selling, and expansion.
- Serve as the voice of the customer to internal product and engineering teams.
- Manage onboarding and implementation projects from kickoff to go-live.
- Develop and maintain detailed project plans, timelines, and communication cadences.
- Coordinate efforts between client stakeholders and internal teams.
- Track project milestones, manage risks, and ensure successful delivery on time and within scope.
- Partner with clients and Account Executives to understand and translate business requirements into effective configurations of the Flexi suite.
- Provide consultative support for workflow design, product usage, and optimization.
- Support data migration, testing, and training initiatives in collaboration with technical resources.
- Help clients understand and fully adopt features that align with their strategic objectives.
- Contribute to process improvement efforts and documentation that scale customer success practices.
- Collaborate on customer feedback programs and product enhancement planning.
- Participate in internal training and mentoring initiatives as needed
- 5+ years of experience in a customer success, implementation, or consulting role supporting enterprise software solutions.
- Strong understanding of project management principles with the ability to manage multiple concurrent projects.
- Technical proficiency with accounting software, ERP systems, and relational databases (SQL…
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