Customer Success Manager

Join our team as a Customer Success Manager, where you will be responsible for the full client lifecycle of your book of business, from onboarding and implementation to renewals and expansion opportunities. You will lead structured onboardings and trainings, identify opportunities to expand client relationships, and run recurring Executive Business Reviews. Additionally, you will collaborate with Product, Marketing, and Technical Solutions teams to resolve escalations and ensure a seamless client experience. This role requires a consultative approach to problem-solving and relationship management, as well as exceptional communication and interpersonal skills.

• Assurer la gestion complète du cycle de vie des clients, de l'intégration à la mise en œuvre, en passant par les renouvellements et les opportunités d'expansion.
• Identifier et exploiter les opportunités d'expansion des relations clients en proposant des outils et services supplémentaires.
• Collaborer avec les équipes Produit, Marketing et Solutions Techniques pour résoudre les escalades et garantir une expérience client fluide.
• We are seeking a Customer Success Manager with proven client-facing and account management experience to own the relationship with mid-market accounts for Office of the CFO Products
• A consultative approach to problem-solving and relationship management
• Experience with CRM / CS Platforms is a plus - Salesforce, Gong, Planhat, etc
• Bachelor's degree required
• Technical proficiency- familiarity with accounting software, audit tools, and SaaS platforms is a plus
• Exceptional communication and interpersonal skills, with a strong ability to build trust
• Ability to work onsite at the NYC office 4 days per week
• Proven ability to manage complex, multi-stakeholder relationships with Senior Executives
• 4+ years of experience as a client-facing CSM or Account Manager at a B2B SaaS company, ideally in FinTech / Accounting