Do you thrive on owning client relationships where trust, consistency, and insight drive long-term retention?

As the Strategic Account Manager at DSD Business Systems, you will have the opportunity to own long-term client relationships, drive retention and expansion, and maximize the value clients gain from their ERP investments.

Are you?

A CLIENT ADVOCATE. You proactively support clients, identify solutions, and drive expansion with a service-first mindset.

SKILLED PRIORITIZER. You apply strategic judgment to prioritize high-impact accounts and protect overall portfolio performance.

DISCIPLINED IN EXECUTION. You adapt resourcefully to competing priorities and evolving client needs while leveraging the right resources efficiently.

ESSENTIAL DUTIES MAY INCLUDE:

Within the first 30-60 days and ongoing:

• Attend onboarding sessions to learn core systems, processes, and product methodology while developing proficiency in CRM, support ticketing, and billing workflows.
• Learn DSD systems, processes, and product methodology, and develops proficiency in core tools including CRM, support ticketing, and billing.
• Stratify assigned clients by risk and engagement, identify priority accounts, and drive early momentum through proactive outreach and documented follow-ups.
• Build product fluency by completing required training and certifications, leveraging publisher resources, and identify expansion and renewal opportunities.

3-6 months and ongoing:

• Develop and execute focused engagement plans for top-tier and at-risk accounts, conduct strategic planning and wellness calls, validate client stratification, and prioritize client-facing time.
• Identify expansion opportunities through client usage insights, collaborate cross-functionally to advance initiatives, and maintain required product and publisher proficiency.
• Prepare for weekly 1:1s with clear insights on client risks, renewals, and expansion opportunities while maintaining disciplined CRM documentation to support forecasting and decision-making.

6-12 months and ongoing:

• Build and owns strategic client relationships by driving renewals and expansion, maintaining deep account insight, and clearly tying portfolio performance to retention and growth outcomes.
• Leverage portfolio data and cross-functional collaboration to surface trends, resolve complex challenges, and share actionable insights that improve client outcomes and team performance.

EDUCATION, SKILLS & EXPERIENCE:

• 3+ years of experience in a client-facing sales, account management, or customer success role within a B2B environment required
• Proven ability to manage and grow an existing book of business, driving client retention, satisfaction, and expansion revenue required
• Experience identifying revenue opportunities within existing accounts and managing a sales or expansion pipeline in a CRM system required
• Strong verbal and written communication skills with the ability to engage business stakeholders and executives professionally and effectively required
• Demonstrated problem-solving skills and the ability to navigate client concerns, service issues, and competing priorities required
• Ability to work cross-functionally with Sales, Professional Services, Support, and Finance teams to deliver client outcomes required
• Strong time management and organizational skills to manage multiple clients, opportunities, and follow-ups simultaneously required
• Experience in the software or ERP industry, particularly within Sage (Sage 100, Sage Intacct) and/or Acumatica ecosystems highly preferred
• Familiarity with publisher renewals, service agreements, upgrades, and solution-based selling within an existing client base highly preferred
• Experience conducting quarterly business reviews, wellness calls, or strategic account planning conversations highly preferred

COMPENSATION AND COMPANY BENEFITS:

Compensation range: $80,000 – $115,000 annually, commensurate with experience level and skillset

Health: Medical | Dental | Vision | HSA |FSA

Well-Being: Paid time off, Paid holidays, Life & AD&D Insurance, Disability Insurance, Employee Assistance

Financial Wellness: 401(k) with company match

WHO WE ARE:

When you join DSD, you’re not just starting a job—you’re stepping into a long-standing, values-led company with a national reach and a personal touch.

Make an impact. You’ll work with industry-leading ERP platforms like Acumatica and Sage to help clients modernize and grow. You’re not just solving problems—you’re changing how businesses run.

Grow with us. We’re committed to your development, whether that means training, mentoring, or simply the space to take initiative and shine.

Be part of something real. We’ve been in business since 1984 because we do the right thing, every time—and we invest in people like you to carry that forward.

Enjoy the ride. We believe work should be meaningful and enjoyable. That’s why we prioritize culture as much as performance.

Please send your resume to hrteam@dsdinc.com to express your interest.