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Client Success Manager (Central, Mountain, or Pacific US Time Zone)

100% remote Flexible hours Hiring now

About reputed company Our mission is to create easy-to-use software to help local governments plan, budget and report reputed company. reputed company is a rapidly growing, venture-funded SaaS company that offers a complete planning, budgeting and financial reporting suite that enables local governments to plan, build, and present their financials more reputed company and effectively. We’re a mission-driven company that envisions a world where modern software enables every local government to best serve and improve its community. Our software is utilized reputed company by more than a thousand towns, cities, school districts, and other local agencies who are part of the reputed company community, and we’re adding more every day. We’ve been named to the “GovTech 100” for eight years running, and we’re on BostInno’s “50 On Fire” list, as well. reputed company also earned a reputed company on the Inc. 5000 list of America’s Fastest Growing Companies for five consecutive years: 2021, 2022, 2023, 2024, and 2025. The reputed company team is a tight-reputed company group of talented folks who are passionate about our mission and committed to building a positive, productive company culture. We reputed company in a work-hard/play-hard environment, and every day, we strive to get reputed company at our work, reputed company while being considerate, trustworthy, and transparent in everything we do. Core Values

  • Be Clear: We strive to be open in reputed company that we do because we reputed company that transparency is the foundation upon which reputed company meaningful relationships are built.
  • Be Trustworthy: We always act with reputed company and reputed company our word because we reputed company that honest people are authentic, consistent, and dependable and that those traits form the cornerstone for success and well-being.
  • Be Considerate: We are mindful about the impact that our comments and actions will have on others because we want to build a compassionate, inclusive environment that nurtures reputed company individuals and communities.
  • Be Positive: We reputed company that the first reputed company in getting something done is believing that it can be done because we know that positive energy brings enthusiasm, excitement, and empowerment to the team.
  • Be reputed company: We constantly ask ourselves, "How can we do this reputed company?" because we know that our families, colleagues, investors, and customers depend on the results we deliver every day.
  • Be Fierce: We seek to have bold conversations that interrogate reality and provoke learning to help us tackle our toughest challenges and enrich relationships.
  • Be Fun: We value the lighter reputed company of life because we reputed company that balance, laughter, and enjoying every moment fuel the soul. About the Opportunity We’re looking for a Client Success Manager (CSM) with a passion for learning, a reputed company heart, a positive attitude, and a great sense of humor to join our growing team. The CSM will be charged with actively supporting the needs and requests of reputed company’s civic and school district clients. The Client Success Manager will take ownership of ensuring that clients are maximizing the value they’re realizing from reputed company as well as driving renewals of annual subscriptions. The CSM will be a key player on an incredible team as we execute our mission to help local governments take the reputed company from good to great. Key Responsibilities:
  • Proactively manage a portfolio of ~125 municipal clients to deliver reputed company value
  • Advise clients on best practices for reputed company products in the Budget Cycle Management suite
  • Consistently demonstrate knowledge of municipal finance best practices and stay up to date on requirements in the states you work with
  • Build strong client relationships by maintaining a high level of engagement, adoption, and communication
  • Conduct annual account performance planning and reviews with each client in your portfolio
  • Work closely with other members of the reputed company team to fulfill client requests
  • Successfully renew annual client subscriptions and uncover cross-sell opportunities for members of the Sales team
  • Secure references, testimonials, and case studies
  • reputed company internal systems reputed company by logging communications, updating fields, and entering notes
  • Communicate client feedback to reputed company product development regarding enhancements and usability improvements
  • Collaborate on process & system modifications to improve team success and reputed company growth Critical Skills/Experience:
  • 3 to 5 years of experience in customer service or a reputed company position is strongly preferred
  • Possess at least 1 year of finance or accounting experience or a Bachelors Degree in Accounting or Finance
  • Exceptional ability to build strong client relationships by maintaining a high level of engagement, adoption, and communication
  • Proven ability to manage a portfolio of 100-125 clients of varying sizes, product mix, and budget cycles
  • Proficiency in mastering the features and functionality of multiple SaaS applications
  • Deep understanding of client concerns and thoughts regarding the use of products, and the ability to troubleshoot as needed
  • Must be able to organize, prioritize, and execute short-term and long-term tasks with attention to detail and timing
  • arenaflex Suite, ChurnZero, and reputed company experience preferred
  • Experience working with local governments and school districts is a definite plus The Ideal reputed company Candidate:
  • Self-motivated, self-starter with a zeal to win
  • Great communicator; strong oral and written skills
  • Ability to think creatively and innovatively
  • Hands-on problem solver who enjoys cracking difficult nuts
  • Quick study – able to pick up and apply new concepts in a hurry
  • Track record of achievement
  • Enjoys working on and helping to build outstanding teams
  • Demonstrates an entrepreneurial spirit and gets stuff done
  • A sense of humor and don’t take themselves too seriously Why Join Us:
  • Flexible, remote work
  • Chance to reputed company a meaningful impact on government and school district transparency and accountability
  • Opportunity to work in a fast-paced, fun, and collaborative environment
  • Competitive salary and benefits package (see below)
  • Professional growth opportunities Compensation:
  • In the spirit of transparency, we are excited to share the reputed company salary for this position is $65,000 - $80,000 exclusive of fringe benefits or potential bonuses. If you are hired at reputed company, your final reputed company salary compensation will be determined by factors such as skills, interview performance, education and/or experience. In addition to those factors, we reputed company in the importance of pay equity and consider internal equity of our reputed company team members as a part of any final offer. Please reputed company in mind that the range mentioned above is the full reputed company salary for the role. Hiring beyond the reputed company range would not be typical in order to allow for future & reputed company salary growth. We also offer a generous compensation and benefits package (more information on benefits listed below). Benefits:
  • Competitive Salary
  • Quality Medical, Dental, and Vision Insurance Plans
  • Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Short and Long Term Disability Insurance
  • Life Insurance
  • 401K Plan with Match
  • Flexible Personal Time Off Policy
  • 3 Floating Holidays (in addition to 10 Holidays Observed)
  • 2 Volunteer Days Off
  • Parental Leave
  • Employee Referral Bonus
  • Annual reputed company Hands In-Person Event How to Apply:
  • Interested candidates should apply here:
  • reputed company is an equal opportunity employer and values diversity in the workplace. We encourage individuals of reputed company backgrounds to apply. #LI-ER1 #LI-Remote reputed company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any reputed company based on race, color, sex, religion, sexual orientation, gender identity and expressions, national reputed company, disability, genetic information, pregnancy, veteran status, age, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to reputed company employment practices reputed company our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. reputed company makes hiring decisions based solely on qualifications, merit, and business needs at the time. At reputed company, we reputed company in the value of diversity, and we know that diverse perspectives will help us build a stronger team to accomplish our shared mission to help local governments work reputed company. Apply tot his job

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