{"schemaVersion":"jobsearcher.job.v1","id":"5a28d4591b3ca0751a9a9d3e","url":"https://jobsearcher.com/jobs/5a28d4591b3ca0751a9a9d3e","canonicalUrl":"https://jobsearcher.com/jobs/5a28d4591b3ca0751a9a9d3e","title":"Manager, Client Success","description":"Location: Naples, FL preferred | Remote considered for the right candidate\n\nCompensation: $85,000 - $100,000\n\nAbout the Role\nFYIsoft is seeking an experienced Manager, Client Success to lead our client success team in supporting customers using our financial reporting and budgeting solutions (ReportFYI, BudgetFYI, ConnectFYI). This role combines people leadership with hands‑on technical fluency in ERP reporting environments, ensuring our clients realize maximum value from their FYIsoft investment while maintaining strong renewal and satisfaction outcomes. This position is based in Naples, FL, with remote candidates considered for the right fit.\n\nKey Responsibilities\n\nLead, mentor, and develop a team of Client Success Managers/Specialists, setting goals and monitoring performance against retention, satisfaction, and adoption metrics\n\nServe as an escalation point for complex client issues, particularly those involving ERP data connections, reporting configuration, or financial statement logic\n\nOwn the post‑sale client lifecycle: onboarding, implementation support, adoption, renewal, and expansion\n\nPartner with Product and Engineering to relay client feedback on reporting functionality and ERP integrations\n\nDevelop and refine playbooks for onboarding clients across different ERP environments (NetSuite, Sage Intacct, Acumatica, Dynamics GP/Management Reporter)\n\nMonitor client health scores and proactively identify at‑risk accounts\n\nCollaborate with Sales on renewal strategy and expansion opportunities\n\nRepresent the voice of the customer in internal product planning discussions\n\nCreate and maintain client‑facing documentation, training materials, and best‑practice guides for report building and financial consolidation workflows\n\nRequired Qualifications\n\nBachelor's degree in Accounting, Finance, or related field\n\n5+ years of experience in a customer support, client success, or implementation role within a SaaS or financial software environment\n\n2+ years of people management or team lead experience\n\nHands‑on proficiency with reporting functions inside ERP systems such as Management Reporter, NetSuite, Acumatica, and Sage Intacct\n\nStrong understanding of core financial statements (P&L, balance sheet, cash flow) and general accounting principles\n\nExcellent communication skills with the ability to translate technical/accounting concepts for varied audiences (controllers, CFOs, accounting staff)\n\nDemonstrated ability to manage competing priorities across multiple client accounts\n\nExperience with CRM/support tools (e.g., HubSpot, Salesforce, Zendesk) for tracking client interactions\n\nPreferred Qualifications\n\nCPA, CMA, or progress toward accounting certification\n\nExperience specifically with financial consolidation, budgeting, or FP&A reporting tools\n\nFamiliarity with SQL or data connection troubleshooting for ERP‑to‑reporting‑tool integrations\n\nPrior experience in a fast‑growing SaaS company\n\nLocation & Compensation\n\nThis role is preferably based in Naples, FL; remote work will be considered for candidates who are an especially strong fit\n\nSalary $85,000 - $100,000\n\nWhat Success Looks Like in This Role\n\nImproved net revenue retention and reduced churn across the client portfolio\n\nA well‑trained, motivated client success team with clear career development paths\n\nStrong cross‑functional relationships with Product, Sales, and Engineering\n\nClients who see FYIsoft as a trusted partner in their financial reporting operations, not just a vendor\n\n#J-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Naples","state":"FL","isRemote":false,"isActive":false,"createdAt":"2026-08-27T03:12:19.760Z","occupations":[{"code":"13-2011.00","title":"Accountants and Auditors","slug":"accountants-and-auditors"},{"code":"41-1012.00","title":"First-Line Supervisors of Non-Retail Sales Workers","slug":"first-line-supervisors-of-non-retail-sales-workers"},{"code":"11-2022.00","title":"Sales Managers","slug":"sales-managers"}],"industries":[{"code":"541511","title":"Custom Computer Programming Services","slug":"custom-computer-programming-services"},{"code":"541512","title":"Computer Systems Design Services","slug":"computer-systems-design-services"},{"code":"541219","title":"Other Accounting Services","slug":"other-accounting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Manager, Client Success","description":"Location: Naples, FL preferred | Remote considered for the right candidate\n\nCompensation: $85,000 - $100,000\n\nAbout the Role\nFYIsoft is seeking an experienced Manager, Client Success to lead our client success team in supporting customers using our financial reporting and budgeting solutions (ReportFYI, BudgetFYI, ConnectFYI). This role combines people leadership with hands‑on technical fluency in ERP reporting environments, ensuring our clients realize maximum value from their FYIsoft investment while maintaining strong renewal and satisfaction outcomes. This position is based in Naples, FL, with remote candidates considered for the right fit.\n\nKey Responsibilities\n\nLead, mentor, and develop a team of Client Success Managers/Specialists, setting goals and monitoring performance against retention, satisfaction, and adoption metrics\n\nServe as an escalation point for complex client issues, particularly those involving ERP data connections, reporting configuration, or financial statement logic\n\nOwn the post‑sale client lifecycle: onboarding, implementation support, adoption, renewal, and expansion\n\nPartner with Product and Engineering to relay client feedback on reporting functionality and ERP integrations\n\nDevelop and refine playbooks for onboarding clients across different ERP environments (NetSuite, Sage Intacct, Acumatica, Dynamics GP/Management Reporter)\n\nMonitor client health scores and proactively identify at‑risk accounts\n\nCollaborate with Sales on renewal strategy and expansion opportunities\n\nRepresent the voice of the customer in internal product planning discussions\n\nCreate and maintain client‑facing documentation, training materials, and best‑practice guides for report building and financial consolidation workflows\n\nRequired Qualifications\n\nBachelor's degree in Accounting, Finance, or related field\n\n5+ years of experience in a customer support, client success, or implementation role within a SaaS or financial software environment\n\n2+ years of people management or team lead experience\n\nHands‑on proficiency with reporting functions inside ERP systems such as Management Reporter, NetSuite, Acumatica, and Sage Intacct\n\nStrong understanding of core financial statements (P&L, balance sheet, cash flow) and general accounting principles\n\nExcellent communication skills with the ability to translate technical/accounting concepts for varied audiences (controllers, CFOs, accounting staff)\n\nDemonstrated ability to manage competing priorities across multiple client accounts\n\nExperience with CRM/support tools (e.g., HubSpot, Salesforce, Zendesk) for tracking client interactions\n\nPreferred Qualifications\n\nCPA, CMA, or progress toward accounting certification\n\nExperience specifically with financial consolidation, budgeting, or FP&A reporting tools\n\nFamiliarity with SQL or data connection troubleshooting for ERP‑to‑reporting‑tool integrations\n\nPrior experience in a fast‑growing SaaS company\n\nLocation & Compensation\n\nThis role is preferably based in Naples, FL; remote work will be considered for candidates who are an especially strong fit\n\nSalary $85,000 - $100,000\n\nWhat Success Looks Like in This Role\n\nImproved net revenue retention and reduced churn across the client portfolio\n\nA well‑trained, motivated client success team with clear career development paths\n\nStrong cross‑functional relationships with Product, Sales, and Engineering\n\nClients who see FYIsoft as a trusted partner in their financial reporting operations, not just a vendor\n\n#J-18808-Ljbffr","datePosted":"2026-08-27T03:12:19.760Z","dateModified":"2026-08-27T03:12:19.760Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Naples","addressRegion":"FL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"5a28d4591b3ca0751a9a9d3e"},"url":"https://jobsearcher.com/jobs/5a28d4591b3ca0751a9a9d3e"}}