# Client Success Executive
## About the Role
Multiview is seeking a **sales-focused and client services-oriented Client Success Executive** to join its Client Success team. Reporting to the Manager, Client Success, this role manages a dedicated portfolio of existing clients across North America, with a strong focus on stakeholder engagement, relationship management, client retention, adoption, and revenue expansion.
As a **quota-carrying role**, you will lead clients through Multiview's End Month End program, helping them realize meaningful return on investment while identifying and closing **upselling and cross-selling opportunities**. You will work closely with internal teams to address client needs, resolve challenges, strengthen relationships, and drive long-term client success.
## Key Responsibilities
* **Strategic Account Management:** Own and execute account plans for a portfolio of high-value clients and build relationships with executive, technical, and operational stakeholders.
* **Client Growth & Retention:** Identify and close upsell and cross-sell opportunities by aligning Multiview solutions with client needs and growth strategies.
* **Renewal Management:** Proactively manage contract renewals, communicate value, address objections, and support long-term client commitments.
* **End Month End Program Leadership:** Drive adoption of Multiview's End Month End framework and help clients achieve meaningful ROI.
* **Client Health Management:** Regularly assess client health, identify potential churn risks, and take proactive action to improve retention and engagement.
* **Relationship Development:** Establish trusted-partner relationships and lead client meetings, QBRs, and strategic check-ins.
* **Client Advocacy:** Work with Product, Support, Implementation, Sales, and Engineering teams to resolve client issues and communicate client needs and enhancement requirements.
* **Operational Excellence:** Maintain accurate account activity, engagement, and pipeline information in CRM platforms such as HubSpot.
* **Performance Tracking:** Monitor key metrics including retention, expansion revenue, upsell, cross-sell, referrals, NPS, engagement scores, and other relevant KPIs.
* **Pipeline & Deal Management:** Manage sales pipeline progression and drive opportunities through to successful closure.
* **Client Value Realization:** Understand client challenges, recommend best practices, and ensure clients achieve expected outcomes from Multiview solutions.
## Required Qualifications
### Experience & Education
* **2+ years of experience** in Client Success, Account Management, or a related customer-facing role.
* Proven experience in a **quota-carrying sales role**.
* Proven success managing sales pipelines and progressing deals toward closure.
* Proven track record of achieving or exceeding **retention and upsell targets**.
* Experience working in a **SaaS environment**.
* Knowledge of **accounting and financial management practices**.
* **University Degree or College Diploma**.
### Sales & Client Success Skills
* Strong sales acumen and a demonstrated drive to close.
* Experience with **upselling, cross-selling, client retention, renewals, and account expansion**.
* Strong stakeholder engagement and relationship management skills across executive, technical, operational, internal, and external stakeholders.
* Experience reporting and analyzing KPIs such as retention, upsell, cross-sell, referrals, NPS, and engagement.
* Strong customer service orientation with a focus on client outcomes and ROI.
### Analytical & Communication Skills
* Excellent analytical and problem-solving skills.
* Ability to identify challenges, assess situations, and develop effective solutions.
* Strong written and verbal communication skills, including the ability to listen, understand, educate, and influence.
* Sound judgment and decision-making abilities.
* Strong organizational and time-management skills with the ability to manage multiple priorities.
### Work Style & Competencies
* Action-oriented mindset with a strong bias toward execution.
* Ability to work independently with minimal supervision.
* Strong initiative and ability to take ownership of tasks.
* Ability to collaborate effectively across teams and departments.
* Strong interpersonal skills, diplomacy, and relationship-building abilities.
* Commitment to contributing meaningfully to team culture.
## Preferred Qualifications
The source description does not identify additional qualifications as preferred. Candidates whose experience is close to the listed requirements are encouraged to apply, as Multiview recognizes that transferable skills and diverse experiences can contribute to strong problem-solving and creative thinking.
## Key Competencies
* Drive for Results
* Customer Service
* Teamwork
* Problem Solving
* Organization
* Initiative
* Action Orientation
* Interpersonal Savvy
* Time Management
* Analytical Thinking
* Stakeholder Management
* Relationship Building
## Key Relationships
* Manager, Client Success
* Client Success Team
* Multiview Internal and External Stakeholders
* Cross-functional teams including Product, Support, Implementation, Sales, and Engineering
## Work Environment
* **Work Arrangement:** Remote
* **Location:** Within North America
* Work independently with minimal supervision.
* Extensive collaboration with team members and other departments.
* **Travel:** Travel throughout North America is required.
## Compensation & Benefits
* **Salary:** $71,000–$100,000 CAD annually, commensurate with experience and qualifications
* Competitive compensation
* 4 weeks' vacation
* Competitive health, dental, and vision benefits
* Workplace flexibility
* Health and wellness perks
* Workplace social events and engagement activities
* Continuous growth opportunities
## About Multiview
Multiview builds powerful, easy-to-use **financial applications** for clients across North America and is a leader in the **ERP and Financial Software** industry. The company partners with sophisticated clients across multiple industries through its End Month End program.
Multiview emphasizes a people-first culture and brings together professionals with diverse backgrounds, talents, and expertise. The company supports employees through opportunities to learn, grow, create, connect, and lead.
## Application Instructions
Applicants should submit a **resume and cover letter** explaining why they are a unique fit for the Client Success Executive position.
Multiview is committed to diversity of thought and encourages candidates with relevant transferable skills and varied professional backgrounds to apply.