Rightworks · 14 hours ago
Client Success Manager
United States
Full-time
Remote
Mid, Senior Level
$65K/yr - $70K/yr
4+ years expRightworks offers an intelligent cloud purpose-built for accounting firms and professionals, ensuring secure access to technology. The Client Success Manager is responsible for managing client relationships post-implementation, focusing on service excellence and client retention.
AccountingB2BCloud ManagementCloud SecurityFinanceInformation ServicesInformation TechnologyInternetSoftware
No H1B
Responsibilities
Have regular contact and routine calls with cloud administrators and/or partners for an average of forty accounting firms
Ensure the OneSpace Firm Premier experience is stable and consistent for their firms
Communicate and work jointly with Rightworks internal teams (Service, Application, Network, Project, Infrastructure) to deliver resolutions to clients
Walk clients through software, office, and staff changes
Advise best practice for using and engaging with the Rightworks OneSpace Firm Premier product
Be responsible for having an in-depth understanding of the Rightworks product and procedures
Show our clients that they are valued and appreciated
Be the voice of the customer
Day-to-day activities include keeping a pulse on our clients
Guide escalation process where necessary through the proper support channels
Manage client communication via weekly updates, status page, calls, and email
PR, write up root cause analysis, and communicate effectively with clients on outages
Oversee client projects such as office moves, network changes, software implementations and conversions
Every Client Success Manager will be required to provide qualified references on a regular basis to the Sales Team
Renewals- delivered in a timely fashion, and a 97% closing rate
Any additional tasks required to ensure the client has a positive experience and that any gaps are connected or filled
Assist other departments as needed
Complete special projects and tasks assigned by management
Qualification
Required
4-6+ years of account management experience in the IT industry or related experience
Bachelor's degree in business management or equivalent
Excellent communication, time management, decision making, presentation, and organization skills
Ability and desire to learn Rightworks processes and technologies
Knowledge of the accounting industry, as it relates to the services and products offered by Rightworks is desired
Understanding of various technologies such as Citrix, Microsoft, Dell, Network Monitoring systems, etc
Proactive – take initiative to resolve issues and communicate with the client
Reliable – follow through, do what you say you will do
Over Achiever – go over and beyond what the client expects
Communication – be able to discern between customer perspective and Rightworks perspective, client is always right
Adaptable - balance moving priorities, projects, clients and technology. Be able to shift priorities in response to the demands of the situation at hand
Teamwork – Must be able to work with your team in such a way as to build one another up
Tenacity – Diligence to find the right answer/solution even when it is not easily apparent
Compulsive organization
Conflict resolution - ability to handle difficult situations and client frustration while maintaining composure
Feedback from clients about their CSM should be positive
Benefits
Company-paid short and long-term disability insurance
Life insurance
Generous 401K match
Highly affordable medical, dental, vision coverage
Generous PTO bank
Numerous paid holidays
Volunteer paid time off
Company
Rightworks
Cloud services provider purpose-built for accounting firms and professionals
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2016-09-26Acquired
Leadership Team
Ian Williams
Chief Executive Officer
J
Jenny Buchholz
Chief Financial Officer
Recent News
NH Business Review
2025-08-22
Company data provided by crunchbase