Customer Success Manager
Own a portfolio of enterprise accounts at an AI startup, driving adoption, expansion, and renewal for top accounting firms. Report to the CS Lead and help build the CS function from the ground up.
About the job
What you'll do
- Own a portfolio of enterprise accounts: drive adoption, expansion, and renewal
- Run the customer relationship end to end, from onboarding through renewal
- Contribute to the CS operating model: account health metrics, handoff playbooks, and renewal processes
- Partner with the Deployed Intelligence team on the handoff from deployment to long-term customer ownership
- Partner with Account Executives on QBRs, expansion opportunities, and ARR growth
What you'll bring
- Experience owning enterprise customer relationships in a CS or account management role
- Direct ownership of a renewal and expansion number against a portfolio of six- and seven-figure enterprise accounts
- Track record of driving adoption and retention across complex, multi-stakeholder accounts
- Energized by running a customer call and owning the outcome
Bonus if you have
- Background at a vertical SaaS or professional services platform
- Experience selling into or supporting accounting, audit, or finance firms
- Experience deploying AI products into regulated industries
What we look for
- Strong commercial instinct: thinks in terms of revenue outcomes; identifies expansion opportunities, manages complex renewals, and spots churn risk before it becomes a problem
- Builder: energized by helping shape the playbook of a rapidly scaling function
- High agency: takes ownership and moves fast without waiting for perfect information
- Executive presence: comfortable holding senior-level conversations with firm partners and C-suite stakeholders
- Office lover: prefers shouting across a room over a Slack message, seeking full-time in-office in NYC
Benefits at Basis
- Health & Wellness: Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health
- Time off: Unlimited PTO + 12 paid company holidays
- In-Office Perks: Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup
- Financial Benefits: Pre-tax commuter benefits and 401(k) retirement plan
- Team Culture: Monthly office activities and frequent optional team happy hours
- Parental Leave
Skills
Customer Success, Account Management, Enterprise Account Management, Renewal Management, Expansion Revenue, QBRs, Stakeholder Management, Churn Prevention, Ai Product Deployment, SaaS
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