Own relationships with large, complex NetSuite clients as the primary contact. Lead business reviews, translate client needs into consultant action plans, coordinate delivery across workstreams, manage risks and escalations, and recommend system optimizations. The role requires strong client communication, project management, ERP knowledge, and relationship management with C-suite stakeholders.
One of Pine's portfolio companies, The Vested Group, is an award-winning Oracle NetSuite Solution Provider that partners with growing businesses to get their operations running the way they should. They specialize in ERP implementations, support, and custom solutions — and they measure success by the long-term value they create, not just the project they deliver. Their inVESTED PRO practice provides ongoing support and optimization after go-live, and many of those client relationships run for years.
They're looking for a Success Manager to own relationships with their largest and most complex inVESTED PRO clients. The successful candidate will be the main point of contact for client leadership teams, work closely with NetSuite consultants to deliver on client priorities, and lead escalations when they arise. This role comes with a full client portfolio from day one — the right person is ready to hit the ground running.
This is a fully remote role.
What You'll Do
- Manage a portfolio of large, complex inVESTED PRO clients as their primary point of contact.
- Hold regular business reviews with client leadership — including C-suite stakeholders — to review progress and set priorities.
- Translate client business needs into prioritized action plans for NetSuite consultants and developers.
- Track timelines, scope, and resourcing across multiple client workstreams simultaneously.
- Flag risks early — low adoption, scope creep, stalled work, renewal concerns — and put a plan in place to address them.
- Lead client escalations and difficult conversations through to resolution.
- Coordinate with delivery, support, and account teams to keep client work on schedule.
- Recommend optimizations, additional modules, and process improvements that help clients get more out of NetSuite.
What They're Looking For
- 5+ years in client success, account management, consulting, or another client-facing role.
- Functional background, ideally in operations.
- ERP experience as an end user, administrator, consultant, or project lead.
- Experience managing relationships with large or complex clients, including C-suite stakeholders.
- Strong project management and problem-solving skills.
- Proactive communication and consistent follow-through across teams.
- Comfort managing escalations and difficult client conversations.
- NetSuite experience.
- Business degree or business background.
- Experience in managed services, ERP support, or technology consulting.
Required
Nice to Have
What They Offer
- Location: Remote
- Employment Type: Full-Time
- Benefits: Medical, dental, and vision coverage; generous PTO and company-observed holidays; 401(k) with employer match; professional development and room to grow as the practice expands; and the long-term backing of Pine Services Group
Similar Jobs
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Leads client activation and customer success workstreams for software and product innovation initiatives. Manages onboarding, client relationships, service delivery, project execution, budgets, timelines, escalations, and service metrics. Coaches teams, identifies adoption and retention opportunities, applies CRM and customer data management tools, and drives process and technology improvements that enhance customer experience and operational performance.
Top Skills:
Customer Data ManagementCustomer Relationship Management (Crm) PlatformsDigital Tooling
Information Technology
Leads ServiceNow CSM and TPSM process design for customer service, client onboarding, managed services, account management, and technology service delivery. Facilitates discovery and future-state workshops, translates requirements into functional designs and user stories, defines onboarding workflows, and aligns stakeholders with ServiceNow best practices. Provides functional leadership across customer management, case handling, entitlements, service relationships, integrations, CSDM, and ITSM. Supports prioritization, UAT, business readiness, roadmap decisions, and traceability across a large enterprise transformation.
Top Skills:
Agent WorkspaceCmdbCsdmCustomer Service Management (Csm)IntegrationhubItomItsmService Portfolio Management (Spm)ServicenowTechnology Provider Service Management (Tpsm)
.jpg)
Marketing Tech • Mobile • Software
Own strategic enterprise customer accounts, driving adoption, renewals, retention, expansion, advocacy, and customer value. Serve as a trusted advisor and escalation point, develop success plans, coordinate internal support teams, provide strategic marketing guidance, synthesize product feedback, and mentor junior customer success colleagues. The role manages complex international accounts, often involving senior stakeholders and significant contract values, with potential international travel.
Top Skills:
AgileAnalyticsAPIsDirect MarketingHTMLMarketing AutomationMobilePmpSaaS
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
