Client Success Manager

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Virginia, USA
Remote
Mid level
Information Technology • Professional Services • Software • Consulting
The Role
Manage client relationships, guide customers in using financial tools and software, resolve helpdesk inquiries, monitor SLAs, and identify opportunities for account growth. Collaborate with internal teams on client experience improvements, sales collateral, CRM records, and reporting. The role requires strong communication, analytical problem-solving, public sector finance familiarity, and proficiency with CRM, project management, financial, and Microsoft Office software.
Summary Generated by Built In

We’re looking for a Client Success Manager who thrives in a fast-paced, technical environment and is ready to take on new challenges. Are you a motivated, customer-focused professional with a passion for problem-solving and building lasting client relationships? 
About the Role
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.

Key Responsibilities

  • Client Relationship Management
    • 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.
  • Opportunity & Revenue Growth 
    • Identify opportunities for additional services based on client feedback.
    • Monitor client SLAs and support to drive revenue and prevent churn.
  • Client Support
    • Manage helpdesk inquiries, assign tickets, and ensure timely resolution.
  • Collaboration & Reporting
    • Work with marketing to create sales collateral and maintain accurate customer relationship management (CRM) records. 
  • Continuous Improvement
    • Stay updated on industry trends and prioritize tasks to ensure effective client management.

You possess 

  • 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.

Why Join Us?
At F.H. Black and Company Inc, we’ve spent nearly 30 years empowering finance teams to tackle complex challenges and drive change in industries like government, higher education, and public accounting. Our mission is to help clients achieve more with less, improve efficiency, and accelerate results. We thrive on innovation, pushing beyond the status quo, and embracing continuous learning. If you’re someone who thrives on autonomy, solving tough problems, and making a real impact, you'll fit right in. Enjoy the freedom to work remotely and be part of a culture that values flexibility, growth, and collaboration.
See how we’re making an impact today— https://www.fhblackinc.com


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
F.H. Black is dedicated to fostering a diverse and inclusive workforce. We encourage applications from candidates of all backgrounds, and we are committed to accommodating the needs of all candidates during our selection process. Please note that replies may filter to your “Other” inbox.

Skills Required

  • 3–5 years of experience in client success and/or account management
  • 3–5 years of experience using client management software such as HubSpot or Salesforce
  • 3–5 years of experience using project management software such as Asana
  • Experience working in public sector finance
  • Strong business acumen
  • Analytical thinking and problem-solving skills
  • Familiarity with financial software such as Workiva, Caseware, BlackLine, Trintech, Gravity, SAP, or Concur Invoice Solutions
  • Proficiency with Microsoft Office, including Outlook, Word, PowerPoint, and advanced Excel
  • Outstanding verbal, written, and presentation skills
  • Effective listening and professional communication skills
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The Company
29 Employees
Year Founded: 1994

What We Do

F.H. Black & Company Incorporated is a Canadian consulting firm based in Winnipeg, Manitoba, that empowers public sector finance, budget, treasury, and audit teams across North America to achieve productivity gains. For over 25-30 years, it has implemented, integrated, and optimized industry-leading tools and best practices — including CaseWare, Workiva, Blackline, and BalancingAct — to automate reporting, budgeting, and accounting processes for governments, universities, and corporations.

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