Customer Success Manager

What You’ll Do

• Manage a portfolio of customers, acting as the primary point of contact for adoption, escalation, and renewal.
• Drive customer success outcomes: reduce DSO, increase automation adoption, and demonstrate ROI through regular business reviews and success plans.
• Deliver onboarding, training, and enablement to finance and AR teams; create playbooks and best-practice guides.
• Proactively identify and resolve product, process, and data issues; coordinate with Support and Engineering to manage escalations.
• Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams.
• Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact.
• Build strong relationships with finance, AR, and operations stakeholders to drive long-term retention and expansion.

Who You Are

• 5+ years of experience in customer success, account management, or a closely related customer-facing role at a B2B SaaS company; experience supporting finance, AR, or operations personas is a strong plus but not necessary.
• Track record of owning a book of customers and driving measurable outcomes across adoption, retention, and expansion (NRR, GRR, logo retention).
• Comfortable leading executive business reviews, success planning, and renewal/expansion conversations with finance and operations stakeholders.
• Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows—or a strong appetite to develop deep fluency quickly.
• Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, HubSpot), and comfort troubleshooting accounting/data issues.
• Data-driven: experience using SQL, BI tools, and metrics to shape account strategy and measure outcomes.
• Excellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset.
• Organized, prioritizes effectively, and able to independently solve complex problems.
• Growth mindset, fast learner, and comfortable working in a high-growth startup environment.