Overview
OUR VALUE PROPOSITION: At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we empower and develop you. We connect you to an extensive network of global resources and invest in your future. Our value proposition is our commitment to you and highlights the experiences, perks, and value you can expect as part of RSM. This is underpinned by our three values – integrity in everything we do, supporting clients everywhere, and developing and valuing everyone.
Who we are: RSM Australia is a member of RSM, the world's 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years of experience supporting Australian businesses. We believe in putting people first and we foster a culture that promotes growth, collaboration and success.
About the role
Position Summary
: The ERP Client Success Manager is a client-facing individual contributor role with a focus on license and consulting sales for all existing ERP accounts, including ongoing account management for each client. The role emphasizes improving customer satisfaction by engaging clients regularly and delivering process-driven engagements for effective account management and revenue growth. The CSM will drive license upsells and renewals, sign clients up to support agreements, and engage the ERP Consulting team for any required consulting work. The CSM will also build strong vendor relationships, manage ongoing marketing activities, and track all opportunities and engagement with clients. The role is responsible for managing the client relationship long term, providing ongoing engagement and reporting to deliver on key KPI outcomes for the ERP Consulting practice.




Key Responsibilities
Build and maintain client engagement to maximize client and user satisfaction, including developing a strong understanding of their needs.
Report on key performance indicators (KPI) and CSM reporting.
Set up and manage Account Management plans and processes for each ERP client.
Gain a good level of understanding of ERP processes, including Oracle NetSuite and Microsoft Dynamics Business Central.
Lead client engagement through various initiatives and communication channels.
Work with several key vendors and third-party vendors to align license requirements for clients, and drive license sales.
Vendor and contract management with software suppliers.
Demonstrated experience in driving continuous improvement for innovation, best practice, and process improvement.
Manage upsells through prospecting, marketing, forecasting, account strategy, and planning.
Proactive research and evaluation of new technologies and solutions for clients.
Develop industry knowledge, and create and manage thought leadership content for RSM.
Excellent written and verbal skills with demonstrated ability to work autonomously and produce very high-quality output.
Occasionally work outside normal hours to ensure the provision of critical services where required.
Travel to other RSM offices and client sites as necessary.




Run marketing campaigns and other client engagements to educate clients and build a pipeline of opportunities.
Maintain current systems and provide feedback and innovative ideas on business process changes and new technology innovation to drive efficiency within CSM processes.
About you
Education
: Preferable – Sales processes education; Account Management education; ERP system education.
Work Arrangements
: Flexible work arrangement with a minimum of 3 days in the office and 2 days remote. Initial 3–5 months require 5 days in the office for induction and on-the-job training.
Essential qualifications and attributes
3–5 years in a similar ERP or SaaS Software Account Manager or Sales Executive / BDM role.
Upsell mindset with ability to construct deals for clients.
Experience with ERP software.
Ability to work in fast-paced environments with competing priorities.
Strong attention to detail; self-starter and able to work autonomously and as part of a team.
Intermediate to advanced Microsoft Office skills.
Delivering high-quality services, proposals, and presentations to clients.
Strong networking and relationship-building skills.
Ability to follow processes and build logical account plans for clients.
Ability to manage vendors and internal reporting; maintain a strong pipeline with accuracy.
Life at RSM
RSM provides a great environment to build skills and confidence. We are trusted advisors to our clients and operate across Australia and globally. Working for RSM includes a range of health, wellness, financial and lifestyle benefits.
How to apply
Please click the "apply" button and complete our online application form. Agencies are thanked for thinking of us, but recruitment is managed internally. Applications are open for RSM's **** Graduate program.
#J-*****-Ljbffr

📌 Client Success Manager (Melbourne)
🏢 BPT The Birdanco Practice Trust
📍 Melbourne