Customer Success / Account Manager

Softengine, Inc. is your trusted ERP partner, pioneering a truly client-first approach to business technology. With over two decades of world-class expertise, we proudly hold the distinction of being an SAP Business One Premier Partner and an Acumatica Cloud ERP Gold Partner.

Mission and Vision

Our mission at Softengine is short, sweet, and directly to the point.

It is to Make Business Simple.

Our Core Values:

• Collaborative
• Driven
• Transparent
• Innovative
• Customer Centric

We areseekinga strategic, relationship-focused Customer Success / Account Manager to serve as a trusted advisor for our clients throughout their customer lifecycle. This roleis responsible fordriving customer satisfaction, adoption, retention, and growth by ensuring clients achieve measurable business outcomes from their investment in our solutions and services.

The ideal candidate combines strong relationship management skills with operational discipline, executive communication, and the ability to proactivelyidentifyrisks, opportunities, and expansion potential within assigned accounts.

Key Responsibilities

Customer Relationship Management

• Serve as the primary point of contact for assigned customer accounts

• Build andmaintainstrong relationships with executive sponsors, business stakeholders, and end users

• Develop a deep understanding of client business goals, operational challenges, and success metrics

• Conduct regular customer touchpoints, strategic reviews, and account health assessments

• Act as a customer advocate internally to ensure alignment across delivery, support, sales, and leadership teams

Customer Success & Retention

• Drive customer adoption, engagement, and long-term value realization

• Monitoraccounthealth indicators includingutilization, adoption, satisfaction, and risk signals

• Develop success plans and remediation strategies for at-risk accounts

• Coordinate onboarding, training, and customer enablement activities

• Ensuretimelyresolution and escalation of customer concerns when necessary

Account Growth & Revenue Management

• Identifyopportunities forupsell, cross-sell, renewals, and expanded services

• Partner with sales and professional services teams to positionadditionalsolutions aligned to customer needs

• Support contract renewals and commercial discussions

• Maintainaccurateaccount forecasts, pipeline visibility, and customer engagement documentation

Operational Excellence

• Maintain CRM and customer success platform data accuracy

• Track and report on customer KPIs, project status, and satisfaction metrics

• Prepare executive-ready presentations, QBRs, and account summaries

• Collaborate cross-functionally to improve customer experience and delivery consistency

Qualifications

• 8+ years of experience in Customer Success, Account Management, Professional Services, or related client-facing roles

• Experience managing enterprise or mid-market customer relationships

• Strong executive communication and presentation skills

• Proven ability to manage multiple accounts and priorities simultaneously

• Experience with CRM and customer success tools such as Salesforce, HubSpot, Gainsight, Zendesk, or similar platforms

• Strong problem-solving, organizational, and relationship-building skills

• Bachelor’s degreerequired

• SAP Business One Certification–Sales

• Travelup to 15%

Preferred Experience

• SaaS, ERP, technology, or professional services industry experience

• Experience conducting Executive Business Reviews (QBRs)

• Knowledge of customer adoption, retention, and renewal strategies

• Familiarity with project management methodologies and customer lifecycle processes

Success Metrics

• Customer retention and renewal rates

• Net Revenue Retention (NRR)

• Customer Satisfaction (CSAT) and/or Net Promoter Score (NPS)

• Product adoption andutilizationmetrics

• Expansion revenue and account growth

• Time-to-value and onboarding success rates

What Success Looks Like

• Customers view you as a trusted strategic advisor

• Risksand potential escalationsareidentifiedearly and proactively managed

• Clients achieve measurable business outcomes and remain engaged long-term

• Internal teams are aligned around customer priorities and success plans

• Account portfoliosdemonstratestrong retention, growth, and customer satisfaction results

Originally posted on Himalayas