Customer Success Manager

Responsibilities

• Own post-implementation success for a portfolio of customers
• Build strong relationships with Controllers, Accounting Managers, and Finance leaders
• Drive adoption, engagement, and value realization across accounts
• Proactively manage account health and identify churn risk
• Lead QBRs, success planning, and ongoing check-ins
• Manage renewals and identify expansion opportunities
• Partner with Sales to scope and close upsell and cross-sell opportunities
• Lead customer enablement sessions and workflow optimization reviews
• Partner with Implementation, Support, and Product teams to ensure smooth handoffs and resolve issues

Requirements

• 3+ years of Customer Success or Account Management experience in B2B SaaS
• Strong technical aptitude and ability to learn complex platforms quickly
• Bachelor’s degree or equivalent experience
• Excellent communicator and relationship builder
• Organized, proactive, and comfortable managing multiple accounts

Preferred Qualifications

• Experience supporting finance, accounting, or operations teams
• Experience with ERP or accounting software such as QuickBooks, Xero, Sage Intacct, or NetSuite