Vision33 is a global digital transformation partner that has been supporting mid-market and lower enterprise organizations for nearly 30 years. In this role as a Customer Relationship Manager, you will manage and develop relationships with an established portfolio of SAP Business One clients across the Eastern U.S., focusing on account growth and client success.
Responsibilities:
- Primary relationship owner and trusted advisor for assigned clients, building trusted partnerships with executive and operational stakeholders
- Identify and develop new opportunities within existing accounts by aligning Vision33 solutions with client business objectives and regional ARR targets
- Develop and execute structured account plans that support both client success and regional revenue goals
- Ensure long-term client success by proactively managing relationships, addressing challenges, and aligning internal teams to deliver exceptional outcomes
- Maintain accurate opportunity tracking, account forecasting, and performance reporting to support regional growth targets
- Work closely with consulting, delivery, and leadership teams to ensure clients receive maximum value from Vision33’s solutions and services
Requirements:
- 5+ years' experience in client relationship management, account management, or client success role
- 5+ years' experience working with ERP, SaaS, or business management software within the SMB or mid-market sector
- Experience with ERP solutions such as SAP Business One, Sage, Microsoft Dynamics, NetSuite, Epicor, or similar platforms is highly desirable
- Proven success managing and growing strategic client accounts
- Strong commercial mindset with the ability to identify and develop growth opportunities within client accounts
- Ability to build trusted relationships with C-suite executives and operational leaders
- Strong understanding of business operations and financial drivers (accounting or ERP process knowledge is an asset)
- Excellent communication, negotiation, and stakeholder management skills
- A consultative approach focused on long-term partnership and measurable client value
- Highly organized and comfortable managing multiple accounts and priorities
- Results-oriented, with the ability to manage performance against account growth targets
- Willingness to travel within the Eastern U.S. as required