Client Success Representative

As a team of construction and real estate software experts, we pride ourselves on having the world’s top software solutions to manage the ins and outs of your business.

About the role

We are looking for a Customer Success Representative to build, retain, and grow our client base. In this role, you will work closely with Alliance Solutions Sales team and implementation teams, applying best practices and solutions to ensure our clients are set up for success and achieving their individual business goals and objectives.


As a successful Customer Success Representative, you will use your consultative mindset to leverage our technology solutions within the industries we serve. You will be instrumental in creating long-lasting partnerships and delivering custom ROI (Return on Investment) analysis for your client base.


Work Location: The CSR position is a Hybrid role with three days being in office days at our downtown Sarasota location. This allows for team collaboration and ensuring we are giving the best support to our clients.


Your Role and Responsibilities:

  • Gain a strong understanding of best practices relevant to retaining and growing accounts within a personal portfolio while mitigating risk.
  • Develop and execute on-account strategies for mid-market accounts while working alongside Sales to deliver positive outcomes for clients.
  • Build trust and create meaningful relationships among champions and key executives within each account.
  • Ensure clients understand the value Alliance Solutions delivers to their business by conducting virtual or on-site business reviews that mirror their business goals and objectives.
  • Identify and forecast risk as well as growth opportunities within portfolio.
  • Identify product improvements or new products by remaining current on customer needs, industry trends, market activities, and competitors.


What you need to succeed:

  • 2+ years of account management experience, preferably in a Saas environment.
  • Experience in an accounting role, knowledge of accounting concepts.
  • Strong empathy for customers and passion for revenue and growth.
  • Deep understanding of value drivers in recurring revenue business models.
  • Innovative, persuasive, creative, and have a genuine curiosity about their clients’ business.
  • Goal and results-oriented, optimistic, smart, value-added mindset, proactive, and easily adapts to change.
  • Must work well within a team environment.
  • While this is not a sales role, previous sales experience is a plus.


Company Benefits:

  • Competitive compensation plan
  • Medical, Dental, Vision coverage offered
  • Supplemental insurance options available
  • 401K (Employee Contribution)
  • Generous personal time off policy
  • Eight Company paid holidays


Who We Are:


At Alliance Solutions Group , our values are more than just words—they are the foundation of everything we do. They guide how we collaborate, innovate, and serve our clients while fostering a culture of accountability, adaptability, and continuous improvement. These principles ensure that every decision we make aligns with our mission, empowers our team, and strengthens our long-term relationships with customers. By living these values every day, we drive success for both our company and the clients who trust us.

  • Velocity: we are built to move fast and constantly improve
  • Collaboration: this is a team sport and we put the mission first
  • Innovation: we are trusted by our clients for our leadership in technology
  • Extreme Ownership: we are accountable to each other and for ASG’s outcomes
  • Client-Centric: we are building lifetime relationships with customer


If you seek a collaborative environment where no two days are alike, if you want a place to grow with a company that is growing with you, if you want to be respected for your expertise while expanding your skill set, and if you want to work hard in an environment where relationships are enjoyed, ALLIANCE SOLUTIONS GROUP, LLC is the place for you.


Alliance Solutions Group is an Equal Opportunity Employer and welcomes applicants of all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances.


Sage Intacct Consulting

Sarasota, FL

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