Client Strategy Success Manager

InfraHire is hiring an Client Strategy & Success Manager

- Serve as the primary relationship owner and trusted advisor for assigned client portfolio.
- Manage client escalations, ensuring prompt resolution and high client satisfaction.
- Identify opportunities for upselling and expanding client product usage.
- Oversee a portfolio of clients within accounting, tax, investment, or wealth/ERP domains.
- Act as a subject matter expert on financial software, ERP, or fintech platforms.
- Collaborate cross-functionally with internal teams to ensure client needs are addressed.
- Prioritize candidates with 5+ years' experience in client success, public accounting, ERP/fintech consulting, or financial software.
- Target candidates with a Bachelor's degree in Accounting, Finance, Business, or Information Systems.
- Focus on candidates from wealth-tech/fintech, fund administration, or those supporting family offices, RIAs, or PE firms.
- Prioritize local RTP candidates and those seeking a step-up into a manager role.
- Emphasize candidates' domain expertise and ability to communicate product value.
- Avoid generic SaaS client success managers without relevant domain experience.

InfraHire is an equal Opportunity employer.