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Client Success Manager

Client Success Manager

Oasis SolutionsLouisville, KY, US
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Oasis Solutions

Oasis Solutions is your local NetSuite, Sage 100 and Sage Intacct partner providing business management software solutions to small and mid-sized businesses throughout America. We have offices located in Louisville and Lexington, KY, TN, and NC, and serve clients throughout the United States.

Oasis offers the leading software solutions (on-premise and cloud) for accounting and business management (ERP), human resources, payroll, and time & attendance, CRM (Customer Relationship Management), Job Management, Document Management, Warehouse management, and more.

What You'll Do

  • Develop & maintain relationships with Sage, NetSuite & channel resources and leadership, as well as 3rd party partners.
  • Perform outbound contact to Sage, NetSuite & Channel resources to collaborate on existing customer renewal portfolios.
  • Generate new service opportunities from existing clients.
  • Identify current Sage customers, interested in moving to a new platform.
  • Acquire and maintain a working knowledge of the complete capabilities of Sage, NetSuite, Adaptive Insights, and 3rd Party Products & Services.
  • Work collaboratively with Oasis personnel, partners, Oasis events user Groups, and cross-departmental stakeholders to address customer escalations.
  • Maintain an active pipeline of forecasted renewals to meet quarterly & annual quota objectives.
  • Work collaboratively with marketing to generate positive reviews, client testimonials, referrals and other successful marketing activities, including but not limited to Oasis events and user Groups.
  • Conduct customers post-sales activities through webinars and other events.
  • Follow up to evaluate the success of the implementation & 3rd party projects.
  • Participate & organize customers through reviews.

Qualifications

  • Minimum of 2-5 years in customer success, account management, or a related client-facing role.
  • Exceptional verbal and written communication skills, with the ability to build strong relationships with clients and internal teams.
  • Ability to manage multiple accounts, track key metrics, and ensure customer satisfaction.
  • Comfortably using CRM software (e.g., Salesforce, HubSpot, or similar) and other customer engagement tools.
  • Bachelor's degree in business, Communications, Marketing, or a related field preferred.
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    Client Manager • Louisville, KY, US