Serve as the primary relationship owner for assigned DeductionsLink CPG clients
Lead client onboarding and establish operational alignment
Deliver monthly and quarterly performance reporting, including deduction trends, aging insights, and SLA adherence
Lead Quarterly Business Reviews (QBRs) with client finance and AR leadership
Proactively monitor account health, identify risks to retention or performance, and drive cross-functional resolution to protect and expand client relationships
Partner closely with AR Services to ensure consistent service delivery
Act as escalation point for client concerns or service gaps
Identify opportunities to improve client processes and enhance value realization
Collaborate with Product and Data teams to communicate client feedback and enhancement requests
Analyze deduction activity, aging trends, and dispute data to validate service performance and partner with AR Services on continuous improvement initiatives
Maintain accurate documentation of client interactions, action plans, and reporting

Bachelor’s Degree
5+ years of experience in Customer Success, Account Management, or client-facing roles within a Deductions Management, AR/AP, or ERP-based solutions environment ; or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position
Experience working with CPG manufacturers strongly preferred
Experience working to promote value through customer experience
Exceptional ability to communicate and foster positive business relationships.
Ability to manage multiple client relationships in a fast-paced environment.

Medical, Dental, and Vision insurance
Basic and Supplemental Life Insurance options
401(k) retirement plans with company match
Health Spending Accounts (HSA/FSA)
Flexible time off and 11 paid holidays
Family-building benefits, including Maternity, Adoption, and Parental Leave
Tuition Reimbursement and certification support, reflecting our commitment to lifelong learning
Wellness and Mental Health counseling services
Concierge and work/life support resources
Adoption Assistance Reimbursement
Perks and discount programs

Customer Success Manager

Key skills