Client Success Manager

March 8

⚔️ Virginia – Remote

Although this job is listed in Virginia, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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F. H. Black & Company Incorporated

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F. H. Black & Company Incorporated is a Canadian firm specialized in automating and improving reporting systems for public sector financial management. The company provides solutions such as reporting automation for financial statements, budget books, annual comprehensive financial reports, and accounting automation including automated reconciliations and robotic process automation. They focus on governance, risk, and compliance with strategies for audit management, controls management, and enterprise risk management. Additionally, they emphasize professional development to enhance team performance by using technology and best practices in finance and budget departments.

Financial Reporting Automation • Internal Controls • Continuous Controls Monitoring • RPA • Tableau

11 - 50 employees

Founded 1994

💸 Finance

🏢 Enterprise

📋 Compliance

📋 Description

• We’re looking for a Client Success Manager who thrives in a fast-paced, technical environment and is ready to take on new challenges. • As a Client Success Manager, you will work closely with new and existing clients to understand their needs, address technical challenges, and maximize the value of our industry-leading tools and software while cultivating strong relationships to ensure their long-term success. • You will collaborate with internal teams to continuously improve the client experience, driving client satisfaction, retention, and growth. • Build and maintain strong client relationships, acting as the main point of contact to enhance client experience. • Provide guidance on tool usage and facilitate client meetings for updates. • Identify opportunities for additional services based on client feedback. • Monitor client SLAs and support to drive revenue and prevent churn. • Manage helpdesk inquiries, assign tickets, and ensure timely resolution. • Work with marketing to create sales collateral and maintain accurate customer relationship management (CRM) records. • Stay updated on industry trends and prioritize tasks to ensure effective client management.

🎯 Requirements

• 3 - 5 years’ experience in Client Success and/or Account Management • 3 - 5 years’ experience using client management software such as HubSpot, Salesforce • 3 - 5 years’ experience using project management software, such as Asana • Experience working in Public Sector Finance • Sharp business acumen is a must to ensure training aligns with organizational objectives. • Proficiency in analytical thinking and problem-solving, able to consider multiple perspectives. • Familiarity with financial software such as Workiva, Caseware, Blackline, Trintech, Gravity, SAP, Concur Invoice Solutions • Ability to effectively use the entire MS Office Suite including Outlook, Word & PowerPoint, specifically Excel as a power user. • Outstanding verbal, written, and presentation skills - Clear, concise, professional communication, in both inquiry and response. • Uses effective listening skills to seek understanding.

🏖️ Benefits

• 100% remote work – Enjoy the flexibility of working fully remotely from your secure and confidential home office • Flexible schedule – Optional compressed workweek (based on performance) • Competitive pay – Reflects your skills and experience • Time off – Generous vacation policy • Health & retirement – Medical, dental, vision, and savings options • Wellness & growth – Fitness and professional development reimbursements