Client Success Executive

at  Multiview Corporation

CLIENT SUCCESS EXECUTIVE (REMOTE WITHIN CANADA)

Reporting to the Manager, Client Success, we are seeking a Client Success Executive (CSE) to join our team. The key focus of a CSE is to expand Multiview’s full suite of products and services in your assigned client’s portfolio as you lead their progression through the stages of Multiview’s industry-leading programs by uncovering, executing, closing upselling and cross-selling opportunities.
As a member of the Client Success Team, the CSEs are the account managers focused on delivering exceptional client success services to all stakeholders. As a client-facing position, you will be one of the primary contacts the clients interact with throughout their journey and as such, has one of the highest potential opportunities to impact the client’s perception and success of Multiview.

The responsibilities will include, but are not limited to:

• Driving Multiview’s End Month End program; ensuring 100% of our clients are seeing a return on their investment.
• All stakeholder relationship management, adoption, and engagement to uncover, solve and present opportunities to strengthen Multiview’s relationship with clients that results in ongoing client retention.
• Track data and reporting items to adequately capture progress using account management tools such as HubSpot with up-to-date communications and correspondence.

THE SUCCESSFUL CANDIDATE WILL BE A HIGHLY MOTIVATED AND EXTROVERTED TEAM PLAYER, WHO EFFECTIVELY ENGAGES WITH OUR CLIENTS AND HAS PRIOR WORK EXPERIENCE IN A BUSINESS-TO-BUSINESS CLIENT-FACING ROLE. THE CLIENT SUCCESS EXECUTIVE IS AN EXCELLENT PROBLEM SOLVER, COMMUNICATOR AND SOMEONE WHO CAN MEET OUR CLIENTS’ REQUIREMENTS IN A FAST-PACED, GROWING TECHNOLOGY COMPANY WHILE MAINTAINING A POSITIVE ATTITUDE IN A TECHNICAL CLIENT-FACING FUNCTION.

If this sounds like you, read on!

WHAT WOULD WE LOVE TO SEE?

• Prior ERP or Multiview Financial Software experience is considered an asset.
• Knowledge of accounting and financial management practices
• Prior experience working in a SaaS/Software industry.
  Experience comes in many forms, many skills are transferable, and passion goes a long way. If your experience is close to what we are looking for, consider applying. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.

ABOUT US:

Multiview builds powerful, easy-to-use financial applications for clients across North America. As a leader in the ERP/Financial Software industry, we partner with sophisticated clients across multiple industries to End Month End™.
We are extremely proud of the company we have built. Bringing together professionals with diverse backgrounds, talents, and expertise are vital to making our company stronger. Our people-first culture is our biggest advantage and we are excited to share that commitment with you!

WHAT YOU WILL DO:

• Manage, engage, and build stakeholder relationships for the assigned client portfolios of existing clients to maximize the value they realize from Multiview ERP software.
• Maintain regular, consistent communications with clients to create a positive client experience.
• Expand Multiview’s full suite of products and services in the given client portfolios leading their progression through the stages of Multiview’s industry-leading programs by uncovering, executing, and closing cross-selling and cross-selling opportunities.
• Track data and reporting items to adequately capture progress using account management tools such as HubSpot with up-to-date communications and correspondence.
• Prepare, schedule, and conduct client renewals and check-ins to ensure their ongoing success.
• Educate clients on the use and benefits of Multiview solutions.
• Provide all clients and stakeholders with information on product upgrades.
• Proactively communicate with clients and internal staff to manage enhancement requirements and escalations.
• Work with existing clients and all stakeholders on implementing upgrades for the new modules, new interfaces, or custom work.
• Manage and prioritize multiple tasks simultaneously to meet deadlines.
• Demonstrate Multiview’s core values, building and advancing the reputation of the company and its clients.

The responsibilities will include, but are not limited to:

• Driving Multiview’s End Month End program; ensuring 100% of our clients are seeing a return on their investment.
• All stakeholder relationship management, adoption, and engagement to uncover, solve and present opportunities to strengthen Multiview’s relationship with clients that results in ongoing client retention.
• Track data and reporting items to adequately capture progress using account management tools such as HubSpot with up-to-date communications and correspondence