Senior Customer Success Manager

📋 Description

• Own portfolio of accounting firms as GM; drive retention, expansion, growth.
• Serve as strategic advisor linking customers with Product Development and revenue strategy.
• Lead onboarding value realization and KPI alignment within 90 days.
• Own renewals; drive cross-sell/upsell; forecast renewals 90–120 days ahead.
• Build multi-stakeholder relationships across decision-makers and operational leaders.
• Leverage AI and data insights to identify expansion opportunities and risk signals.

🎯 Requirements

• Based in US or Canada; distributed global teams.
• 7+ years in B2B SaaS, ideally accounting or professional services software.
• Proven renewals ownership with expansion revenue in complex accounts.
• Strong executive communication to influence leaders and articulate ROI.
• Proficiency with CRM, CS platforms, forecasting tools, and analytics.
• Willingness to travel periodically.

🎁 Benefits

• Global experience across USA, Australia, NZ, UK, Canada, Philippines.
• Medical, dental, vision, disability, life insurance; 401(k) with match; FSA.
• PTO with flexible use and up to 8 weeks parental leave.
• Work-from-home stipend.
• Collaborative, high-performing team with internal growth.