DataServ · 7 hours ago
Manager, Client Success
United States
Full-time
Remote
Mid, Senior Level
4+ years expDataServ is a company focused on modernizing the Accounts Payable function for Finance organizations through their SaaS solutions. The Manager, Client Success is responsible for managing client relationships post-sale, ensuring client satisfaction, and driving revenue growth by overseeing Client Success Account Managers and collaborating with various internal stakeholders.
AccountingContentFinancial ServicesSaaSSoftware
Responsibilities
Managing and enhancing the client relationship after the initial sale, with a focus on long-term engagement, client satisfaction, and revenue growth
Overseeing the Client Success Account Managers, who are responsible for nurturing ongoing relationships, identifying cross-selling opportunities, managing renewals, and promoting engagement within the DataServ community
Supporting relationship-building efforts through collaboration with the Client Engagement Specialist, ensuring clients receive value through documentation, training programs, and strategic engagement initiatives
Developing and executing plans to drive client success outcomes, including retention, expansion, and advocacy
Collaborating with internal stakeholders such as the Co-Founder & CEO, CRO, Project Team, Initialization Team, Billing Department, and IT Staff to align client success initiatives with broader company goals
Qualification
Required
BA/BS degree required
Minimum 4+ years Client Services/Support management experience
One to three years' experience in roles developing and mentoring a team of excellence and managing by influence
Client-centric perspective
Experience developing and implementing client service/sales plans
Experience with process development and analysis
Ability to work independently yet support team responsibilities
Demonstrated ability to deliver on-site training and/or presentations
Technical analytical skills are required
Experience with process development, improvement and analysis
Benefits
Competitive Compensation package
Remote working environment
Flexible PTO (including 9 holidays)
401(k) plan with employer matching
Great health benefits with multiple plan options
Advancement opportunities based on results, not politics.
Company
DataServ
SaaS ECM provider of Accounts Payable, Accounts Receivable, and HR automation
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Haller
Co-Founder & CEO, CRO
Kathi Haller
Co-Founder & COO, CFO
Recent News
citybiz
2025-08-01
Mergers & Acquisitions
2025-07-30
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