Flexi Software
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Client Success Manager
role at
Flexi Software 3 days ago Be among the first 25 applicants Join to apply for the
Client Success Manager
role at
Flexi Software Company Overview
Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support. Description
Company Overview
Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support.
Position Summary
We are seeking a client-facing professional with strong project management, solution consulting, and customer relationship skills to join our growing Client Success team as a Client Success Manager. This hybrid role is broken into four core functions:
Client Success (40%) Project Management (30%) Solutions Consulting (20%) Other Strategic Initiatives (10%)
The ideal candidate will be responsible for guiding clients through the full post-sale lifecycle—from onboarding and implementation through long-term engagement and optimization. You’ll serve as a trusted advisor, working cross-functionally to ensure clients derive maximum value from our solutions, and play a key role in delivering a high-touch customer experience that fosters loyalty and retention.
Key Responsibilities
Client Relationship Management (40%)
Serve as the primary point of contact and advocate for assigned clients. Develop a deep understanding of client goals and build trusted, long-term relationships. Proactively monitor customer health and address issues before they escalate. Identify and pursue opportunities for upselling, cross-selling, and expansion. Serve as the voice of the customer to internal product and engineering teams.
Project Management (30%)
Manage onboarding and implementation projects from kickoff to go-live. Develop and maintain detailed project plans, timelines, and communication cadences. Coordinate efforts between client stakeholders and internal teams. Track project milestones, manage risks, and ensure successful delivery on time and within scope.
Solutions Consulting (20%)
Partner with clients and Account Executives to understand and translate business requirements into effective configurations of the Flexi suite. Provide consultative support for workflow design, product usage, and optimization. Support data migration, testing, and training initiatives in collaboration with technical resources. Help clients understand and fully adopt features that align with their strategic objectives.
Other Strategic Initiatives (10%)
Contribute to process improvement efforts and documentation that scale customer success practices. Collaborate on customer feedback programs and product enhancement planning. Participate in internal training and mentoring initiatives as needed
Requirements
5+ years of experience in a customer success, implementation, or consulting role supporting enterprise software solutions. Strong understanding of project management principles with the ability to manage multiple concurrent projects. Technical proficiency with accounting software, ERP systems, and relational databases (SQL knowledge a plus). Excellent communication and interpersonal skills with a customer-first mindset. Proven ability to translate complex technical topics into client-friendly guidance. Experience working with financial services or accounting software is highly preferred. Bachelor’s degree in Business, Accounting, Information Systems, or a related field.
Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan.
Location: Shelton CT preferred or Remote
Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check. No phone calls, please. Principals Only.
Drug-free workplace. M/F/V/H EEO Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Client Success Manager
role at
Flexi Software 3 days ago Be among the first 25 applicants Join to apply for the
Client Success Manager
role at
Flexi Software Company Overview
Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support. Description
Company Overview
Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support.
Position Summary
We are seeking a client-facing professional with strong project management, solution consulting, and customer relationship skills to join our growing Client Success team as a Client Success Manager. This hybrid role is broken into four core functions:
Client Success (40%) Project Management (30%) Solutions Consulting (20%) Other Strategic Initiatives (10%)
The ideal candidate will be responsible for guiding clients through the full post-sale lifecycle—from onboarding and implementation through long-term engagement and optimization. You’ll serve as a trusted advisor, working cross-functionally to ensure clients derive maximum value from our solutions, and play a key role in delivering a high-touch customer experience that fosters loyalty and retention.
Key Responsibilities
Client Relationship Management (40%)
Serve as the primary point of contact and advocate for assigned clients. Develop a deep understanding of client goals and build trusted, long-term relationships. Proactively monitor customer health and address issues before they escalate. Identify and pursue opportunities for upselling, cross-selling, and expansion. Serve as the voice of the customer to internal product and engineering teams.
Project Management (30%)
Manage onboarding and implementation projects from kickoff to go-live. Develop and maintain detailed project plans, timelines, and communication cadences. Coordinate efforts between client stakeholders and internal teams. Track project milestones, manage risks, and ensure successful delivery on time and within scope.
Solutions Consulting (20%)
Partner with clients and Account Executives to understand and translate business requirements into effective configurations of the Flexi suite. Provide consultative support for workflow design, product usage, and optimization. Support data migration, testing, and training initiatives in collaboration with technical resources. Help clients understand and fully adopt features that align with their strategic objectives.
Other Strategic Initiatives (10%)
Contribute to process improvement efforts and documentation that scale customer success practices. Collaborate on customer feedback programs and product enhancement planning. Participate in internal training and mentoring initiatives as needed
Requirements
5+ years of experience in a customer success, implementation, or consulting role supporting enterprise software solutions. Strong understanding of project management principles with the ability to manage multiple concurrent projects. Technical proficiency with accounting software, ERP systems, and relational databases (SQL knowledge a plus). Excellent communication and interpersonal skills with a customer-first mindset. Proven ability to translate complex technical topics into client-friendly guidance. Experience working with financial services or accounting software is highly preferred. Bachelor’s degree in Business, Accounting, Information Systems, or a related field.
Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan.
Location: Shelton CT preferred or Remote
Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check. No phone calls, please. Principals Only.
Drug-free workplace. M/F/V/H EEO Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Industries Software Development Referrals increase your chances of interviewing at Flexi Software by 2x Get notified about new Customer Success Manager jobs in
Shelton, CT . Sr. Customer Success Manager, Robotic Surgical Technologies (North Haven, CT)
Shelton, CT $144,000.00-$216,000.00 6 days ago Route Service Manager - UniFirst ($2,500 Sign On)
New Haven, CT $55,000.00-$65,000.00 2 months ago Fairfield County, CT $30.25-$43.50 2 weeks ago Milford, CT $58,000.00-$87,000.00 2 weeks ago Trumbull, CT $58,000.00-$87,000.00 1 week ago Account Manager - Industrial Lubricants - Fully Remote
West Haven, CT $100,000.00-$125,000.00 6 days ago HVAC Installer - Veterans Encouraged to Apply!
Journeyman Electrician - Veteran's Encouraged to Apply!
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr