Scaled Customer Success Manager

A company is looking for a Scaled Customer Success Manager to drive adoption, retention, and growth across a high-volume portfolio of small to mid-sized finance teams.

Key Responsibilities

Manage a portfolio of 100+ customer accounts, ensuring product adoption and retention

Deliver scalable engagement through various methods, including training sessions and written content

Collaborate with cross-functional teams to advocate for customer needs and contribute to product strategy

Required Qualifications

4+ years of customer-facing experience in customer success or account management within B2B SaaS

2+ years managing scaled customer success programs or high-volume SMB segments

Strong understanding of accounting and bookkeeping principles

Bachelor's degree in accounting, finance, business, or related field (or equivalent experience)

Data-driven mindset with the ability to analyze usage patterns and identify churn signals