Client Success Manager

As a Client Success Manager (CSM), you’ll act as a trusted subject matter expert (SME), advising clients on solution architecture and product roadmap alignment based on their operational environment and strategic goals. You will partner with AEs to execute joint account strategies that drive client success and revenue growth, as well as lead client onboarding by ensuring proper account setup in D365 CRM, AHA! Ideas Portal, and support portals. You will also own the full Transact renewal lifecycle, ensuring timely and accurate quote delivery and invoicing, develop, negotiate, and secure multi-year agreements, tailoring proposals to client goals and budget cycles, and monitor and report renewal pipeline status weekly in D365 CRM. Facilitate scope/solution calls as well as generate and manage short-cycle quotes for software, hardware, and service add-ons aligned with territory goals, approve sales orders by validating pricing accuracy, shipping details and contractual alignment with issued quotes, and provide real-time updates on shipping/order status and resolve credit or return authorizations with minimal delay. Moreover, you will drive upgrade campaign execution by understanding upgrade paths, coordinating with Support, and tracking client migrations and support clients in managing the full lifecycle of their technology, including proactive planning for end-of-life equipment and ensuring a well-structured replacement strategy is in place.