Client Success Executive

Client Success Executive

Reporting to the Manager, Client Success, we are seeking a sales focused and client services orientated candidate to join our team of ambitious Client Success Executives.

This role is responsible for driving Multiview's End Month End program; ensuring 100% of our clients are seeing return on their investment. You will be assigned a dedicated portfolio of existing clients for you to manage, with whom you will be responsible for stakeholder engagement and relationship management. A key focus of this role will be expanding Multiview's full suite of products and services in your portfolio of clients as you lead their progression through the stages of Multiview's industry leading programs by uncovering, executing and closing upselling and cross selling opportunities.

Through your leadership, relationship management, adoption and engagement you will uncover, solve and present opportunities to strengthen Multiview's relationship within your portfolio of clients that will result in ongoing client retention. You will collaborate with internal departments to ensure the needs of your client portfolio are being met.

Please note: This is a quota carrying role that requires travel throughout North America.

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 is 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.

The expected salary range for this role is $71,000–$100,000 CAD annually, commensurate with experience and qualifications.

If this sounds like you, read on!

What You Will Do:

• Strategic Account Management: Own and execute account plans for a portfolio of high-value clients. Build deep relationships with stakeholders at all levels (executive, technical, and operational) to drive business outcomes.
• Client Growth & Retention: Identify and close upsell and cross-sell opportunities by aligning Multiview solutions to client pain points and growth strategies. Proactively manage renewals and ensure continued client value realization.
• End Month End Program Leadership: Drive adoption of Multiview's End Month End framework, ensuring clients achieve meaningful ROI. Regularly assess client health and intervene early to reduce churn risk.
• Relationship Development: Establish yourself as a trusted partner. Lead client meetings, QBRs, and strategic check-ins to guide decision-making and influence product utilization.
• Client Advocacy: Collaborate with internal teams (Product, Support, Implementation, Sales, and Engineering) to resolve client issues, communicate enhancement requirements, and advocate for client needs across the organization.
• Operational Excellence: Maintain accurate records of account activity, engagement, and pipeline in tools such as HubSpot or other CRM platforms. Track key metrics such as NPS, retention, expansion revenue, and engagement scores.
• Renewal Management: Lead contract renewals with precision and confidence. Position value clearly, handle objections, and ensure client commitment to long-term partnership.

You Are Someone Who Has

• Knowledge of accounting and financial management practices
• 2+ years experience in Client Success/Account Management
• An action oriented mindset and approach
• Strong sales acumen
• Proven success in a quota carrying role
• Proven success managing sales pipeline and deal progression
• A strong drive to close
• Proven success with reporting on KPIs (Retention, Upsell, Cross-sell, Referrals, NPS, etc.)
• Proven success with stakeholder engagement and relationship management at all levels
• Proven track record of exceeding retention and upsell targets
• Creative problem solving abilities
• Excellent analytical skills and practices sound judgment when making decisions
• Effective communication skills, both written and verbal, with the ability to listen, understand, educate, and influence
• The wherewithal to identify a challenge and come with a solution
• Experience in a SaaS environment
• A personal commitment to team culture and contributing to it in a meaningful way
• University Degree or College Diploma

Experience comes in many forms, many skills are transferable, and passion goes a long way. If your experience is close to what we are looking for, consider applying. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.

Competencies Portfolio

• Drive For Results - Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.
• Customer Service - This role influences 100% of clients who purchase Multiview Financial Software. Understanding how to derive expected outcomes and offer best practice recommendations to achieve those outcomes with Multiview is vital to this role
• Teamwork – Collaborate with cross-functional teams to effectively address the needs of each team while always keeping the client's outcomes as the driver
• Problem solving – Proactive in anticipating and resolving problems. Strong analytical and problem solving skills
• Organization – Ability to handle multiple activities simultaneously, effectively prioritize initiatives to meet deadlines and commitments, and achieve operational excellence
• Initiative – Seek, own and complete tasks using own initiative; work independently with little supervision; have a strong bias to action
• Action Oriented - Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.
• Interpersonal Savvy - Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
• Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
• Time Management - Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities.

Key Relationships

• Manager, Client Success
• Client Success team
• Multiview's Internal and External stakeholders

Work Environment

• Work independently with minimal supervision
• Extensive collaboration with team members and other departments
• Remote work within North America

About Us

Multiview builds powerful, easy-to-use financial applications for clients across North America. As a leader in the ERP/Financial Software industry, we partner with sophisticated clients across multiple industries to End Month End™.

We are extremely proud of the company we have built. Bringing together professionals with diverse backgrounds, talents, and expertise are vital to making our company stronger. Our people-first culture is our biggest advantage and we are excited to share that commitment with you!

Why Join Multiview

At Multiview, you can make an impact that matters in a way that you never thought possible. With endless opportunities at every turn, and a company culture built to support and develop our people to be the very best they can be, Multiview Corp is THE Software Company for you to learn, grow, create, connect, and lead. We do this by taking care of our Employees first.

We "Multiviewers" strongly believe that a great job should keep you happy both at work-and in life and we encourage that by offering:

• Competitive Compensation
• 4 weeks' vacation
• Competitive Benefits including Health, Dental and Vision
• Workplace Flexibility
• Health and Wellness Perks
• Workplace Social Events and Engagements
• Continuous growth opportunities

Application Instructions

Please submit your resume, and a cover letter describing, why you are a unique fit for this position by applying to this posting.

We thank all applicants for expressing their