Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and skilled growth.

Your Opportunity

As a Client Success Manager Lead (BizApps Governance Lead), you will be responsible for leading client success strategy, governance, and delivery excellence across a portfolio of Microsoft Business Applications (Dynamics365, PowerPlatform, NetSuite) engagements. This role combines strategic client advisory, portfolio governance, delivery oversight, and people leadership to ensure clients realize measurable business value while maintaining high standards of operational excellence, compliance, and continuous improvement. You will act as a trusted advisor to senior client stakeholders, while also establishing governance frameworks, coaching Client Success Managers, and driving consistency in delivery practices.

Client Success

Strategy &

• Executive Advisory Serve as a strategic partner to executive stakeholders, aligning BizApps solutions with business objectives and transformation goals Translate client business priorities into roadmaps, success plans, and measurable outcomes Lead Executive Business Reviews (EBRs) to communicate value realization, ROI, and strategic direction Build and maintain trusted, long-term client relationships to drive retention and expansion Identify opportunities for account growth, innovation, and additional services Governance &

• Delivery Oversight (BizApps Focus) Establish and enforce governance frameworks for BizApps delivery, including: Portfolio governance Risk and issue management Change control Quality assurance standards Ensure alignment with industry frameworks (e.g., ITIL, Agile, DevOps) Oversee end-to-end delivery lifecycle (implementation through managed services transition) Act as an escalation point for critical client and delivery issues Drive standardization of tools, templates, and best practices across engagements Portfolio &

• Financial Management Own a portfolio of strategic accounts, ensuring: Delivery against scope, timelines, and budgets SLA and KPI compliance across engagements Lead resource planning and capacity management across projects and managed services Oversee financial performance, including forecasting, margins, billing, and renewals Manage contracting, SOWs, and change requests Balance business value, technical constraints, and client priorities in decision‑making Leadership &





• Team Development Lead, mentor, and coach a team of Client Success Managers and delivery leads Foster a culture of accountability, collaboration, and continuous improvement Define roles, responsibilities, and team structures to support scalable delivery Provide guidance on complex client scenarios, escalations, and negotiations Support talent development through training, feedback, and career growth planning Operational Excellence &

• Continuous Improvement Drive adoption of standard operating procedures, governance models, and delivery methodologies Champion continuous improvement initiatives, identifying opportunities to optimize processes and tools Ensure consistent use of: Agile and/or waterfall delivery practices ITIL processes (incident, problem, change, release) Promote innovation and thought leadership in BizApps and client success practices Leverage data and insights to improve client satisfaction and delivery performance Performance Management &

• Reporting Define and track portfolio‑level KPIs, including: Customer satisfaction (CSAT/NPS) SLA compliance Delivery predictability Financial performance Provide regular reporting and insights to internal leadership and clients Ensure proactive risk identification and mitigation strategies Maintain governance artifacts (status reports, risk logs, dashboards, etc.) 8–12+ years of experience in: Client Success / Customer Success Technology consulting or delivery leadership ERP/CRM (Microsoft or Oracle preferred) Experience and product knowledge of Microsoft Dynamics365 (F&O;, CE and/or Business Central) and/or PowerPlatform and/or NetSuite is required Previous experience managing a team of direct reports, including mentoring/coaching, assigning work and performance management Proven experience managing multiple (25+) client portfolios and senior stakeholders Solid background in project/program management and managed services delivery ~ Strong financial acumen (P&L;, forecasting, margin management) ~ Exceptional communication, negotiation, and stakeholder management skills ~ Bachelor’s degree in: Information Technology, Business, Engineering, or related field ~ PMP, Agile (CSM/SAFe), ITIL Microsoft certifications (Dynamics365 / PowerPlatform) Oracle certifications (NetSuite) PMP, Agile (CSM/SAFe),



ITIL Microsoft certifications (Dynamics365 / PowerPlatform) Oracle certifications (NetSuite) This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. At BDO, our people experience is guided by three core pillars—Do work with genuine care, Do what matters with purpose, and Do what’s next - shaping how we support our people, serve our clients, and grow together. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community. We encourage innovation and forward thinking, empowering you to embrace what’s next and help shape the future of our firm. Where company meets community. Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community. We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide comprehensive perks from day one, and a flexible personal time off policy. We’re committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle. We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these experiences strengthen how we work together.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, the clients, and the public. BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.

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📌 Client Success Manager Lead - BizApps Managed Services (Microsoft Dynamics 365 BC/F&O/CE, NetSuite, Power Platform) (Montreal)
🏢 BDO Canada
📍 Montreal