Senior Client Success Manager

StructureFlow

. Manage a portfolio of accounts across the North American customer base, primarily law firms, PE funds, and accountancy/tax practices.

Posted 10/28/2026full-timeNew York City • New York • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and driving account success within the B2B SaaS landscape, particularly in professional services. Proficient in utilizing client success tools and strategies to enhance client experience and ensure adoption and renewal.

Highest-signal resume keywords

Client Relationship ManagementB2B SaaS Account ManagementRenewal ManagementExperience With Client Success ToolsDomain Experience In Professional Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient Success StrategyData AnalysisHealth Score TrackingOnboarding ManagementRenewal StrategyExpansion PlanningDeal Structure DiscussionTransaction Flow UnderstandingAI Technology Utilization

Soft Skills

Strong Written CommunicationStakeholder ManagementStrategic ThinkingProactive Problem SolvingCollaboration

Tools & Technologies

HubSpotIntercomPlanhatGainsightChurnZero

Certifications & Qualifications

Legal QualificationsAccounting QualificationsFinance Qualifications

Industry Keywords

Professional ServicesAccountancyLawM&A AdvisoryRestructuringAlternative FinanceClient SuccessSaaSComplianceDigital Tools Adoption

About the role

Key responsibilities & impact

Manage a portfolio of accounts across the North American customer base, primarily law firms, PE funds, and accountancy/tax practices.
Co-own client relationships across the full lifecycle with the assigned Account Executive.
Support clients from pre-sales pilots through onboarding, expansion, and renewal.
Track adoption signals, maintain live health scores, and intervene early based on data.
Work alongside the Revenue team on complex pilots and structured evaluations.
Contribute the Client Success perspective on onboarding risk and deal quality before contracts are signed.
Own accounts from contract signature and finalize the Customer Success Plan (CSP).
Drive each account to a named first-value milestone on a live piece of work.
Drive adoption through proactive health monitoring, impact-focused QBRs, and cohort expansion.
Manage renewals from six months out.
Maintain a live whitespace plan and develop expansion opportunities through handoff to the Account Executive.
Contribute to the evolution of the Client Success operational framework, standards, and tooling.

Requirements

What you’ll need

This role is New York based with a hybrid pattern of working from home and working from an office.
Candidates must be based in New York or within a short commute into the city.
Domain experience is required.
Background in professional services – accountancy/tax, law, restructuring, M&A advisory or alternative finance – and then moved into a client-facing SaaS or technology role.
Able to discuss deal structures and transaction flows without needing them explained.
5-7 years in enterprise CS/account management in B2B SaaS/professional services tech.
Passion for creating and iterating on strategy and executing against a plan.
Track record managing renewals and expansion.
Comfortable managing senior stakeholders, not just operational contacts.
Experience with typical CS tooling: HubSpot, Intercom, Planhat, Gainsight, ChurnZero, or equivalent.
Experience with emerging AI technology.
Strong written communication skills.
Legal, Accounting or Finance qualifications or prior experience working in these industries.
Understanding of the broader culture of compliance governing how firms adopt digital tools.
Ideas for how AI technology can be used to accelerate the CS workflow and drive client experience.
Experience contributing to a CS function being built, not just inheriting a mature one.

Benefits

Comp & perks

Competitive salary and performance-based bonus.
Generous PTO policy – 25 days is standard for our global team
Healthcare (medical, dental, vision)
401(K)
Flexible working – a combination of remote work, and business travel
Learning & Development budget
Opportunity to join a dynamic, early-stage startup in our mission to transform how legal, professional services firms and alternative finance funds master complexity
High impact work that really matters – success in this role will drive our company forward and have an outsized impact on our business and clients