Customer Success Manager - job 1 of 13
Skills
- 3-5+ years in SaaS customer success or account management with enterprise or high-value customers
- Experience working with ERPs or integrations (e.g., NetSuite, QuickBooks, Sage/Entree)
- Strong business acumen and comfort interfacing with finance leaders (Controllers, CFOs)
- Clear, structured written and verbal communication
- Ability to analyze operational/accounting workflows and recommend practical improvements
- Curiosity about AI/automation and a pragmatic approach to applying new tools
Responsibilities
- Own a book of accounts and drive financial and retention outcomes for customers
- Partner with Sales, Product, and Onboarding teams to prioritize customer needs and expand value
- Lead executive-level conversations with Controllers, CFOs, and operators to align on outcomes
- Perform deep discovery to uncover operational and accounting root causes and recommend solutions
- Manage escalations independently and create structured mitigation plans for churn risk
- Advocate customer feedback to product and engineering teams and influence roadmap priorities
- Leverage AI and automation tools to streamline internal workflows and identify patterns across accounts
Education
- Bachelor's degree or equivalent experience
- Background in business, finance, accounting, or related field preferred
Benefits
- Competitive compensation and meaningful equity
- Medical, dental, vision, and short-term disability insurance
- 401(k) plan
- $100/month phone stipend
- $50/month reimbursable internet expense
- $500 reimbursable towards home office setup
- Work with experienced startup founders and a customer-centric team
Average salary estimate
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