Eton Solutions LP
Website:
eton-solutions.com
Job details:
About the Company
Eton Solutions is an ERP software product (AtlasFive® and EtonAI™) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally. Eton Solutions flagship product, AtlasFive®, is a fully integrated, secure cloud-native AI-driven software, that holistically aggregates and manages all your liquid and alternative investment assets and data, reporting and workflow processes.
Position Summary
The Client Strategy & Success Manager is responsible for driving client satisfaction, adoption, and long-term success across a portfolio of clients using our accounting and investment ERP platform. As the primary post-implementation contact, this role builds trusted client relationships, proactively manages client health, coordinates issue resolution, and develops engagement strategies that maximize business value. The Client Success Manager works closely with Sales, Product, Implementation, and Support teams to ensure seamless client experience throughout the customer lifecycle.
Responsibilities
- Serve as the primary relationship manager and trusted advisor for assigned client accounts.
- Drive client satisfaction by monitoring client health, collecting and responding to customer feedback, and recommending best practices to improve platform adoption and business outcomes.
- Monitor system usage and identify potential risks to client success, developing action plans to improve engagement and retention.
- Act as the primary point of escalation for client issues, coordinating cross-functional teams to ensure timely resolution and clear communication.
- Provide product expertise and recommend practical solutions and workarounds based on client needs and platform capabilities.
- Develop and maintain client engagement roadmaps aligned with business objectives, tracking progress and identifying opportunities for additional services or platform enhancements.
- Support commercial proposals, solution estimates, and client expansion initiatives in partnership with Sales and Professional Services.
- Ensure a seamless transition from implementation to ongoing business-as-usual support while maintaining continuity of client relationships.
- Collaborate with Product and Implementation teams to share client feedback, improve implementation standards, and contribute to future product enhancements.
- Maintain accurate client documentation, including stakeholder contacts, organizational structures, and account health metrics.
Qualifications
- Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field.
- 5+ years of experience in Client Success, public accounting, ERP Consulting, or Financial Software.
- Experience supporting accounting, tax, investment management, or ERP platforms.
- Strong understanding of accounting and financial business processes.
- Excellent communication, relationship management, and problem-solving skills.
- Ability to manage multiple client relationships while coordinating cross-functional teams.
- Demonstrated ability to proactively identify client needs, manage priorities, and drive successful business outcomes.
Note-
Office Enviorment- 5 working days from office
if interested, please share your updated resume to puja.sahu@eton-solutions.com
Click on Apply to know more.