Client Success Manager

About 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.

This is a Hybrid role in Louisville Kentucky with a travel requirement of up to 25%.

Qualifications

• Experience with SAAS or ERP sales and client success management is required.
• Comfortably using CRM software (e.g., Salesforce, HubSpot, or similar) and other customer engagement tools is required. 
• 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. 

• Bachelor’s degree in business, Communications, Marketing, or a related field preferred.

What you'll do

• Develop & / or 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. ,

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