Customer Success Manager

Join Tipalti as a Customer Success Manager, where you will be the primary point of contact for our customers, ensuring they achieve their desired outcomes with our products/services. You will build and maintain strong relationships, drive brand loyalty, customer satisfaction, and advocacy, and uncover growth opportunities in your portfolio. This role offers a hybrid work model, equity packages, and opportunities for professional growth.

• Establish and maintain strong relationships with a portfolio of 45+ clients, ensuring their success and satisfaction with our products/services.
• Proactively reach out to assigned accounts, set benchmarks and milestones, present business reviews, and discuss feedback to enhance their experience.
• Identify areas of improvement, address any issues or concerns, and act as a point of escalation for customer issues to ensure timely resolution.
• High level of enthusiasm, initiative, commitment, and professionalism
• Strong understanding of the SaaS business model and knowledge of the fintech industry is a plus
• Highly organized with excellent oral and written communication skills
• Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred
• Ability to gather complex requirements and work with a team to design a solution
• ERP experience, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience are a plus
• Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIMA
• Ability to engage with all levels in an organization, from the CEO, CFO, Accountant, etc
• Ability to build compelling value-driven client-facing presentations
• Previous Project Management role or skills are a plus
• 2+ years of customer success or account management experience, preferably in the Fintech space
• Exceptional communication and interpersonal skills
• Part-qualified or qualified experience within an accounting practice or commercial accounting department