---
title: 'Customer Success Manager at Pine Services Group'
canonical: 'https://feeny.ai/job/customer-success-manager-pine-services-group-remote-q6r8pd8pj3y5'
type: 'job'
last_seen: '2026-09-15'
---

# Customer Success Manager at Pine Services Group

- **Company:** Pine Services Group
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-11
- **Last confirmed live:** 2026-09-15
- **Apply:** https://jobs.lever.co/pine-services/73831896-aa81-4bba-8db8-405e12d41539

## Job description

One of Pine’s portfolio companies is hiring! Customer Success Manager Alta Vista Technology  |  Remote (Hybrid option: Royal Oak, MI or Mesa, AZ)

## Overview

The Customer Success Manager (CSM) will build relationships with B2B software customers to ensure they are getting value from what they purchased. They will drive best-in-class customer satisfaction, retention, and expand adoption of our award-winning ERP software and services. They can flex from being a detail-oriented process manager to a highly collaborative relationship builder and team member, contributing to the overall improvement of an industry-leading sales and marketing team. The Customer Success Manager will be excited to help customers meet their ongoing cloud financial needs and delight them with world-class service. The Customer Success Manager role will report directly to the Director of Customer Success, with close weekly collaboration with the Sales team on upsell and expansion motions. The role is primarily remote, with the opportunity of a hybrid work schedule if the CSM lives near offices in Royal Oak, MI (Metro Detroit) or Mesa, AZ (Metro Phoenix). Who Will Love This Job Relationship minded – you win through building great relationships with customers, knowing that your success is nothing without the success of your customers Passionate technologist – you are passionate about making clients' lives better and easier through technology Detail-oriented guide – you love to guide customers through the details of clear renewal, support, and review processes, and you keep meticulous CRM documentation Team player – you are excited to contribute to and learn from a team of technology sales experts

## What You'll Do

Proactively engage customers to facilitate business reviews, annual renewals, and ensure they are getting value from the software and services purchased Collaborate with the consulting and sales teams to identify opportunities for products or services that will help customers reach their goals, including co-selling motions introduced earlier in the customer lifecycle Strategically reach out to customers who may be interested in upgrading from their existing on-prem software to cloud software, generating new sales opportunities Convert customers from legacy perpetual billing to subscription-based billing Coordinate with the marketing team to build customer advocacy through testimonials and reviews Administratively support customer renewals and orders by maintaining CRM (HubSpot, with some Microsoft Dynamics CRM exposure), executing quotes, and managing communication and negotiation with software vendors Connect customers with ISVs (Independent Software Vendors) as needed Maintain thorough, accurate CRM documentation so any teammate can pick up a customer relationship seamlessly Improve and contribute to a high-performing sales and marketing team You Should Have 3-7 years of experience in a customer success or account management role in B2B software, with a track record of strong goal attainment Experience with ERP and/or CRM software; familiarity with both Sage Intacct and Microsoft Dynamics (Business Central) strongly preferred Excellent CRM hygiene and documentation habits A 4-year college degree is preferred but not required

## About Alta Vista Technology

Alta Vista Technology (AVT) is a nationally recognized consulting firm providing ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), Business Intelligence, and cloud financial business solutions from Sage Intacct and Microsoft Dynamics. AVT is a Sage Intacct Premier Partner rated the #1 partner by customers on G2.com, listed as one of Bob Scott's Top 100 VARs, and recognized on the Inc. 5000 list of America's fastest-growing private companies for each of the last six years. Our core business revolves around best-in-class accounting software solutions and support, but our passion is for improving people's lives through technology. Because of this, we seek to build lifelong relationships with our clients by supporting their needs as they grow. AVT has offices in Royal Oak, MI and Mesa, AZ with a footprint of employees and customers across the U.S. This is a full-time employment position. Candidates should be eligible to work for any employer in the United States. We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups are more likely to only apply to jobs if they meet 100% of the listed qualifications. Alta Vista Technology encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application! Alta Vista Technology is an equal opportunity employer. Alta Vista Technology does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

## About Pine Services Group

## Company Overview
- **One-liner**: Pine Services Group is a long-term global holding company that acquires and supports premier ERP and technology-enabled services businesses, preserving their legacy while providing strategic resources for sustainable growth.
- **Entity Type**: Private (Holding Company; part of the Evergreen Services Group ecosystem)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2021
- **Founders**: Not publicly available (leadership includes Jana Schmidt as CEO, Dustin Anderson as President)

## Core Business
- **Primary industry/industries**: IT Services and IT Consulting; Enterprise Resource Planning (ERP) software services; Business Application Services
- **Target customers**: B2B; specifically companies that sell, implement, and support ERP applications (Acumatica, Microsoft Dynamics, NetSuite, SAP, Sage, QAD) and other mission-critical business software
- **Mission or purpose statement**: "To empower our portfolio companies to achieve their full potential through strategic support, operational autonomy, and a relentless focus on sustainable growth." [pineservicesgroup.com](https://pineservicesgroup.com/who-we-are/)

## Products & Services
Pine Services Group itself is a holding company, not a product company. Its "offering" is its acquisition and partnership model for ERP service firms. Key support services provided to portfolio companies include:
- **Strategic Support & Guidance**: Access to an expert team for strategic, operational, and recruitment guidance. [pineservicesgroup.com](https://pineservicesgroup.com/)
- **Collaborative Community**: A network of peer leaders within the portfolio for sharing best practices and cross-sell opportunities.
- **Legacy Preservation**: Portfolio companies retain their existing brand, values, and culture.
- **Operating Infrastructure**: Support for sales/marketing, service delivery, value-based pricing, revenue predictability, and KPI/metrics development.
- **Recruiting & Talent**: Assistance in attracting top talent for portfolio companies.
- **ERP Systems Supported**: Expertise in Acumatica, Microsoft Dynamics, NetSuite, SAP, Sage, and QAD. [pineservicesgroup.com](https://pineservicesgroup.com/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed as a private entity.
- **Key Metric**: **Headcount**: 15 employees (as of latest data) with **+63.6% YoY growth**. [linkedin.com](https://linkedin.com/company/pine-services-group) | Active Job Postings: 14 (with +250% yearly growth in postings).
- **Notable Investors/Partners**: Parent company is **Evergreen Services Group**, a holding company with a portfolio of 90+ independently operated companies across North America. [pineservicesgroup.com](https://pineservicesgroup.com/who-we-are/)
- **Growth Signals**:
    - **Aggressive Acquisition Pace**: Acquired ETHOSystems (July 2024), High Touch Technologies - Acumatica Practice Business (April 2025), Acumen Information Systems, Eureka Solutions, and Inixion. [linkedin.com](https://linkedin.com/company/pine-services-group)
    - Rapidly increasing active job openings (+250% yearly), indicating scaling of operations and new portfolio company needs.
    - High LinkedIn follower growth (+103.1% yearly), signaling strong brand and market interest.

## Competitive Advantages
- **Long-Term Hold Model**: Being part of Evergreen Services Group, Pine can acquire and hold businesses indefinitely, focusing on sustainable development rather than short-term exit pressures. This is a major differentiator against traditional private equity. [pineservicesgroup.com](https://pineservicesgroup.com/who-we-are/)
- **Decentralized Autonomy**: Each portfolio company retains its own brand, culture, and day-to-day leadership, which helps preserve founder-driven energy and customer relationships.
- **Deep ERP Specialization**: Focus on a specific niche (ERP and business application services) allows for deep industry expertise, better strategic guidance, and a strong network for cross-selling among portfolio companies.
- **People-First Philosophy**: As an Evergreen company, Pine emphasizes a "People-First" approach, fostering a supportive, collaborative, and innovative culture. [pineservicesgroup.com](https://pineservicesgroup.com/careers/)

## Strategic Focus
- **Acquisitions & Growth**: Likely continues to aggressively acquire leading ERP service providers to scale the portfolio.
- **AI & Innovation**: Led by Chief Innovation Officer John Mack, the company is focused on developing AI-native solutions for ERP consultants and driving digital transformation within its portfolio. [pineservicesgroup.com](https://pineservicesgroup.com/who-we-are/)
- **Operational Excellence**: Core to their "5 Ps of Pine" philosophy, they aim to build revenue predictability, efficient service delivery, and strong KPIs across all portfolio companies.
- **Talent Recruitment**: Actively seeking visionary executives (CEOs, Sales Leaders, Finance, HR, Tech experts) to lead and grow portfolio companies. [pineservicesgroup.com](https://pineservicesgroup.com/careers/)

## Why Work Here
- **People-Centric Culture**: The company explicitly states "people are our greatest asset" and operates on a "People-First" philosophy inspired by Evergreen. [pineservicesgroup.com](https://pineservicesgroup.com/careers/)
- **High-Growth Environment**: With a +63.6% headcount growth, 14+ open roles, and a parent company with 90+ businesses, there are significant opportunities for career advancement and impact.
- **Autonomy & Ownership**: The decentralized model means employees at portfolio companies enjoy significant autonomy, trust, and ownership over their business unit.
- **Leadership Opportunities**: The company is specifically hiring for "visionary executives" and role types like CEOs, Operating Executives, and SVPs, making it attractive for senior talent seeking leadership roles.
- **Remote/Hybrid Policy**: While not explicitly stated on the careers page, the workforce is distributed across the United States and Australia, suggesting a flexible or remote-friendly environment. [linkedin.com](https://linkedin.com/company/pine-services-group)
- **Perks & Culture**: They highlight "unparalleled benefits" including legacy preservation, a collaborative community, and strategic support. [pineservicesgroup.com](https://pineservicesgroup.com/)

## Sources
1. [pineservicesgroup.com - Home](https://pineservicesgroup.com/)
2. [pineservicesgroup.com - Who We Are](https://pineservicesgroup.com/who-we-are/)
3. [pineservicesgroup.com - Careers](https://pineservicesgroup.com/careers/)
4. [linkedin.com - Pine Services Group Company Profile](https://linkedin.com/company/pine-services-group)
5. [jobs.lever.co - Pine Services Group Job Postings](https://jobs.lever.co/pine-services/)

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