Client Success Executive

**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.

**WHAT WE ARE LOOKING FOR**:
At Multiview, we are client obsessed. Being tech-savvy with great communication and problem-solving skills are really important, but equally so are having a passion for driving client success and the desire to be a contributing member of our culture where the genuine care of people is our compass.

If this sounds like you, read on

**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.

**KEY RELATIONSHIPS**:

- Manager, Client Success
- Client Success team
- Multiview’s Internal and External stakeholders

**Work Environment**:

- Work independently with mínimal supervision
- Extensive collaboration with team members and other departments
- Remote work option

**COMPETENCIES PORTFOLIO**:

- **Client Obsessed** - You must have excellent interpersonal and customer service skills and be comfortable building rapport with clients to develop trust and confidence in our products and services. You understand how to derive expected outcomes to offer the best solutions and technical recommendations for our clients.
- **Work Smart** - You use rigorous logic and methods to solve difficult problems with effective solutions; probe all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; look beyond the obvious and doesn't stop at the first answers. You can handle multiple projects simultaneously to meet deadlines and prioritize tasks to ensure a smooth client support experience and operational excellence.
- **Stronger Together** - You collaborate with a wide range of internal and external individuals and teams. You can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly push yourself and others for results.
- **People First** - You demonstrate high levels of emotional intelligence and empathy towards all (internal and external) stakeholders.
- **Believe in Better** - You question the status quo while you seek, own, and complete tasks using your initiative. You ask “why?” a lot and communicate clearly and efficiently when getting to the root of the problem.

**YOU ARE SOMEONE WHO HAS**:

- A degree, diploma, certification, or equivalent experience in accounting
- **Experience level: 2+ ye