--- title: 'Success Manager at Pine Services Group' canonical: 'https://feeny.ai/job/success-manager-pine-services-group-dallas-3pmdf3w9wnm7' type: 'job' last_seen: '2026-10-27' --- # Success Manager at Pine Services Group - **Company:** Pine Services Group - **Location:** Dallas, TX - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-10-01 - **Last confirmed live:** 2026-10-27 - **Apply:** https://jobs.lever.co/pine-services/988e455f-2372-4678-89da-a5b51e5758c7 ## Job description One of Pine's portfolio companies, The Vested Group, is an award-winning Oracle NetSuite Solution Provider that partners with growing businesses to get their operations running the way they should. They specialize in ERP implementations, support, and custom solutions — and they measure success by the long-term value they create, not just the project they deliver. Their inVESTED PRO practice provides ongoing support and optimization after go-live, and many of those client relationships run for years. They're looking for a Success Manager to own relationships with their largest and most complex inVESTED PRO clients. The successful candidate will be the main point of contact for client leadership teams, work closely with NetSuite consultants to deliver on client priorities, and lead escalations when they arise. This role comes with a full client portfolio from day one — the right person is ready to hit the ground running. This is a fully remote role. ## What You'll Do - Manage a portfolio of large, complex inVESTED PRO clients as their primary point of contact. - Hold regular business reviews with client leadership — including C-suite stakeholders — to review progress and set priorities. - Translate client business needs into prioritized action plans for NetSuite consultants and developers. - Track timelines, scope, and resourcing across multiple client workstreams simultaneously. - Flag risks early — low adoption, scope creep, stalled work, renewal concerns — and put a plan in place to address them. - Lead client escalations and difficult conversations through to resolution. - Coordinate with delivery, support, and account teams to keep client work on schedule. - Recommend optimizations, additional modules, and process improvements that help clients get more out of NetSuite. What They're Looking For Required - 5+ years in client success, account management, consulting, or another client-facing role. - Functional background, ideally in operations. - ERP experience as an end user, administrator, consultant, or project lead. - Experience managing relationships with large or complex clients, including C-suite stakeholders. - Strong project management and problem-solving skills. - Proactive communication and consistent follow-through across teams. - Comfort managing escalations and difficult client conversations. ## Nice to Have - NetSuite experience. - Business degree or business background. - Experience in managed services, ERP support, or technology consulting. What They Offer Location: Remote Employment Type: Full-Time Benefits: Medical, dental, and vision coverage; generous PTO and company-observed holidays; 401(k) with employer match; professional development and room to grow as the practice expands; and the long-term backing of Pine Services Group ## 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/) ## Other roles at Pine Services Group - [Senior Sage Intacct Consultant](https://feeny.ai/job/senior-sage-intacct-consultant-pine-services-group-remote-1t22ame6praf) - [Accounting Manager (Third Wave)](https://feeny.ai/job/accounting-manager-third-wave-pine-services-group-remote-pgsjqv101ftd) - [Controller (SIG)](https://feeny.ai/job/controller-sig-pine-services-group-remote-8rfd28t89n3c) - [AI-Native ERP Consultant](https://feeny.ai/job/ai-native-erp-consultant-pine-services-group-grand-rapids-mxwj71ydrq44) — Grand Rapids, MI - [AI-Native ERP Consultant](https://feeny.ai/job/ai-native-erp-consultant-pine-services-group-chicago-s56xjdkq415s) — Chicago, IL - [VP of Finance (Third Wave)](https://feeny.ai/job/vp-of-finance-third-wave-pine-services-group-remote-05e32vc857g4) - [Senior Acumatica Manufacturing Consultant](https://feeny.ai/job/senior-acumatica-manufacturing-consultant-pine-services-group-remote-4rym7nrf91fj) - [Acumatica Solutions Developer Lead](https://feeny.ai/job/acumatica-solutions-developer-lead-pine-services-group-remote-62he7g0vceyq) - [Outbound Sales Representative – Sage Intacct](https://feeny.ai/job/outbound-sales-representative-sage-intacct-pine-services-group-limerick-cek2ha4y0m1n) — Limerick, Ireland - [Senior Acumatica Construction Consultant](https://feeny.ai/job/senior-acumatica-construction-consultant-pine-services-group-remote-t77mtmbbgszx)