Customer Success Manager

Customer Success Manager 📍 New York City (Hybrid) 💰 Up to $170,000 Base + Bonus + Equity We're partnered with a fast-growing fintech company that is transforming how finance teams manage critical accounting and operational workflows.

As a Customer Success Manager, you'll own relationships with a portfolio of strategic customers, partnering directly with Controllers, CFOs, Accounting Leaders, and Finance teams to drive adoption, retention, and long-term success. You'll serve as a trusted advisor, helping customers optimize processes, solve complex challenges, and maximize value from the platform.

What You'll Do

Manage and grow relationships across a portfolio of mid-market and enterprise customers Drive onboarding, adoption, renewals, and expansion opportunities Partner with finance and accounting stakeholders to understand business objectives and deliver measurable outcomes Act as the voice of the customer internally, collaborating closely with Product, Sales, and Implementation teams Lead executive business reviews and strategic account planning sessions What We're Looking For Experience managing customer relationships within SaaS, fintech, or accounting technology environments Proven success working with finance and accounting stakeholders Strong consultative relationship-building skills Comfortable navigating complex organizations and multiple decision-makers Experience supporting mid-market or enterprise customers Experience at a Big 4 firm looking to transition to tech - highly relevant!

Why Join? High-growth fintech company with strong market momentum Direct exposure to senior finance leaders and strategic initiatives Competitive compensation package including bonus and equity Opportunity to make a significant impact as the company continues to scale