Is the Manager, Client Success position at Fyisoft, Inc. fully remote?

Yes, this Manager, Client Success position at Fyisoft, Inc. is a remote position. The role is available for candidates in United States.

Is this a full-time or part-time Manager, Client Success role?

This is a full-time Manager, Client Success position at Fyisoft, Inc..

What is the salary range for the Manager, Client Success position?

The salary range for this Manager, Client Success role is $85k - $100k.

How do I apply for the Manager, Client Success position at Fyisoft, Inc.?

You can apply for this Manager, Client Success position by clicking the "Apply Now" button on this page, which will take you to Fyisoft, Inc.'s application portal.

Manager, Client Success at Fyisoft, Inc.

United States

$85k - $100k

<p style="margin: 0in 0in 2pt; font-size: 10pt; font-family: 'Times New Roman', serif;"><strong><span style="font-size: 11.0pt;">Location: </span></strong><span style="font-size: 11.0pt;">Naples, FL preferred |  Remote considered for the right candidate</span></p> <p style="margin: 0in 0in 10pt; font-size: 10pt; font-family: 'Times New Roman', serif;"><strong><span style="font-size: 11.0pt;">Compensation: </span></strong><span style="font-size: 11.0pt;">$85,000 - $100,000</span></p> <div style="border: none; border-bottom: solid #2E7D32 1.0pt; padding: 0in 0in 2.0pt 0in;"> <h2 style="margin: 15pt 0in 6pt; padding: 0in; font-size: 13pt; font-family: 'Times New Roman', serif; color: rgb(46, 116, 181); font-weight: normal; border: medium none currentcolor;"><strong><span style="color: #2e7d32;">About the Role</span></strong></h2> </div> <p style="margin: 0in 0in 6pt; font-size: 10pt; font-family: 'Times New Roman', serif;"><span style="font-size: 11.0pt;">FYIsoft is seeking an experienced Manager, Client Success to lead our client success team in supporting customers using our financial reporting and budgeting solutions (ReportFYI, BudgetFYI, ConnectFYI). This role combines people leadership with hands-on technical fluency in ERP reporting environments, ensuring our clients realize maximum value from their FYIsoft investment while maintaining strong renewal and satisfaction outcomes. This position is based in Naples, FL, with remote candidates considered for the right fit.</span></p> <div style="border: none; border-bottom: solid #2E7D32 1.0pt; padding: 0in 0in 2.0pt 0in;"> <h2 style="margin: 15pt 0in 6pt; padding: 0in; font-size: 13pt; font-family: 'Times New Roman', serif; color: rgb(46, 116, 181); font-weight: normal; border: medium none currentcolor;"><strong><span style="color: #2e7d32;">Key Responsibilities</span></strong></h2> </div> <ul style="margin-top: 0in; margin-bottom: 4.0pt;"> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Lead, mentor, and develop a team of Client Success Managers/Specialists, setting goals and monitoring performance against retention, satisfaction, and adoption metrics</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Serve as an escalation point for complex client issues, particularly those involving ERP data connections, reporting configuration, or financial statement logic</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Own the post-sale client lifecycle: onboarding, implementation support, adoption, renewal, and expansion</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Partner with Product and Engineering to relay client feedback on reporting functionality and ERP integrations</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Develop and refine playbooks for onboarding clients across different ERP environments (NetSuite, Sage Intacct, Acumatica, Dynamics GP/Management Reporter)</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Monitor client health scores and proactively identify at-risk accounts</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Collaborate with Sales on renewal strategy and expansion opportunities</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Represent the voice of the customer in internal product planning discussions</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Create and maintain client-facing documentation, training materials, and best-practice guides for report building and financial consolidation workflows</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;"> <div style="border: none; border-bottom: solid #2E7D32 1.0pt; padding: 0in 0in 2.0pt 0in;"> <h2 style="margin: 15pt 0in 6pt; padding: 0in; font-size: 13pt; font-family: 'Times New Roman', serif; color: rgb(46, 116, 181); font-weight: normal; border: medium none currentcolor;"><strong><span style="color: #2e7d32;">Required Qualifications</span></strong></h2> </div> <ul style="margin-top: 0in; margin-bottom: 4.0pt;"> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Bachelor's degree in Accounting, Finance, or related field</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">5+ years of experience in a customer support, client success, or implementation role within a SaaS or financial software environment</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">2+ years of people management or team lead experience</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Hands-on proficiency with reporting functions inside ERP systems such as Management Reporter, NetSuite, Acumatica, and Sage Intacct</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Strong understanding of core financial statements (P&L, balance sheet, cash flow) and general accounting principles</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Excellent communication skills with the ability to translate technical/accounting concepts for varied audiences (controllers, CFOs, accounting staff)</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Demonstrated ability to manage competing priorities across multiple client accounts</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Experience with CRM/support tools (e.g., HubSpot, Salesforce, Zendesk) for tracking client interactions</li> </ul> <h2 style="margin: 15pt 0in 6pt; padding: 0in; border-width: medium medium 1pt; border-style: none none solid; border-color: currentcolor currentcolor rgb(46, 125, 50); font-size: 13pt; font-family: 'Times New Roman', serif; color: rgb(46, 116, 181); font-weight: normal;"><strong><span style="color: #2e7d32;">Preferred Qualifications</span></strong></h2> <ul style="margin-top: 0in; margin-bottom: 4.0pt;"> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">CPA, CMA, or progress toward accounting certification</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Experience specifically with financial consolidation, budgeting, or FP&A reporting tools</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Familiarity with SQL or data connection troubleshooting for ERP-to-reporting-tool integrations</li> </ul> <span style="font-size: 10.0pt; font-family: 'Times New Roman', serif;">Prior experience in a fast-growing SaaS company</span></li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;"> <div style="border: none; border-bottom: solid #2E7D32 1.0pt; padding: 0in 0in 2.0pt 0in;"> <h2 style="margin: 15pt 0in 6pt; padding: 0in; font-size: 13pt; font-family: 'Times New Roman', serif; color: rgb(46, 116, 181); font-weight: normal; border: medium none currentcolor;"><strong><span style="color: #2e7d32;">Location & Compensation</span></strong></h2> </div> <ul style="margin-top: 0in; margin-bottom: 4.0pt;"> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">This role is preferably based in Naples, FL; remote work will be considered for candidates who are an especially strong fit</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Salary $85,000 - $100,000</li> </ul> <h2 style="margin: 15pt 0in 6pt; padding: 0in; border-width: medium medium 1pt; border-style: none none solid; border-color: currentcolor currentcolor rgb(46, 125, 50); font-size: 13pt; font-family: 'Times New Roman', serif; color: rgb(46, 116, 181); font-weight: normal;"><strong><span style="color: #2e7d32;">What Success Looks Like in This Role</span></strong></h2> <ul style="margin-top: 0in; margin-bottom: 4.0pt;"> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Improved net revenue retention and reduced churn across the client portfolio</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">A well-trained, motivated client success team with clear career development paths</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Strong cross-functional relationships with Product, Sales, and Engineering</li> <li style="margin: 0in 0in 4pt 0px; font-size: 10pt; font-family: 'Times New Roman', serif;">Clients who see FYIsoft as a trusted partner in their financial reporting operations, not just a vendor</li> </ul> </li> </ul>

Apply Now

Remote Opportunity

Manager, Client Success

Join Fyisoft, Inc. as a senior professional working remotely from United States. Explore the role, benefits, and apply in one place.

Manager, Client Success

Fyisoft, Inc.

Full Time

$85k - $100k

6 days ago

Location: Naples, FL preferred | Remote considered for the right candidate Compensation: $85,000 - $100,000 About the Role FYIsoft is seeking an experienced Manager, Client Success to lead our client success team in supporting customers using our financial reporting and budgeting solutions…

United States

Engineering

Senior

Client Success

Team Leadership

Financial reporting

+5 more

Job Description

Location: Naples, FL preferred | Remote considered for the right candidate

Compensation: $85,000 - $100,000

About the Role

FYIsoft is seeking an experienced Manager, Client Success to lead our client success team in supporting customers using our financial reporting and budgeting solutions (ReportFYI, BudgetFYI, ConnectFYI). This role combines people leadership with hands-on technical fluency in ERP reporting environments, ensuring our clients realize maximum value from their FYIsoft investment while maintaining strong renewal and satisfaction outcomes. This position is based in Naples, FL, with remote candidates considered for the right fit.

Key Responsibilities

Lead, mentor, and develop a team of Client Success Managers/Specialists, setting goals and monitoring performance against retention, satisfaction, and adoption metrics
Serve as an escalation point for complex client issues, particularly those involving ERP data connections, reporting configuration, or financial statement logic
Own the post-sale client lifecycle: onboarding, implementation support, adoption, renewal, and expansion
Partner with Product and Engineering to relay client feedback on reporting functionality and ERP integrations
Develop and refine playbooks for onboarding clients across different ERP environments (NetSuite, Sage Intacct, Acumatica, Dynamics GP/Management Reporter)
Monitor client health scores and proactively identify at-risk accounts
Collaborate with Sales on renewal strategy and expansion opportunities
Represent the voice of the customer in internal product planning discussions
Create and maintain client-facing documentation, training materials, and best-practice guides for report building and financial consolidation workflows
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 5+ years of experience in a customer support, client success, or implementation role within a SaaS or financial software environment
- 2+ years of people management or team lead experience
- Hands-on proficiency with reporting functions inside ERP systems such as Management Reporter, NetSuite, Acumatica, and Sage Intacct
- Strong understanding of core financial statements (P&L, balance sheet, cash flow) and general accounting principles
- Excellent communication skills with the ability to translate technical/accounting concepts for varied audiences (controllers, CFOs, accounting staff)
- Demonstrated ability to manage competing priorities across multiple client accounts
- Experience with CRM/support tools (e.g., HubSpot, Salesforce, Zendesk) for tracking client interactions
Preferred Qualifications
- CPA, CMA, or progress toward accounting certification
- Experience specifically with financial consolidation, budgeting, or FP&A reporting tools
- Familiarity with SQL or data connection troubleshooting for ERP-to-reporting-tool integrations
Prior experience in a fast-growing SaaS company
Location & Compensation
- This role is preferably based in Naples, FL; remote work will be considered for candidates who are an especially strong fit
- Salary $85,000 - $100,000
What Success Looks Like in This Role
- Improved net revenue retention and reduced churn across the client portfolio
- A well-trained, motivated client success team with clear career development paths
- Strong cross-functional relationships with Product, Sales, and Engineering
- Clients who see FYIsoft as a trusted partner in their financial reporting operations, not just a vendor

Skills

Client Success

Team Leadership

Financial reporting

Budgeting

NetSuite

Sage Intacct

Acumatica

ERP Reporting

Ready to Apply?

Join Fyisoft, Inc. today

Salary Range

$85k - $100k

Posted 6 days ago

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