Customer Success Manager, Accounting Solutions

United States·New Yorkfull-timemid

Customer Success ManagerCustomer

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Quick Summary

Key Responsibilities

partner with customers' finance leaders to navigate complex AR, billing, and revenue recognition

Requirements Summary

reduce DSO, increase automation adoption, and demonstrate ROI through regular business reviews and success plans. Deliver onboarding, training,

Technical Tools

Customer Success ManagerCustomer

About the Role

~1 min read

Manage a portfolio of customers, acting as the primary point of contact for adoption, escalation, and renewal.

Drive customer success outcomes: reduce DSO, increase automation adoption, and demonstrate ROI through regular business reviews and success plans.

Deliver onboarding, training, and enablement to finance and AR teams; build playbooks and best-practice guides grounded in real accounting workflows (ASC 606, collections, reconciliations, close).

Proactively identify and resolve product, process, and data issues; coordinate with Support, Implementation, and Engineering on escalations that touch ERPs, CRMs, payments, and tax systems.

Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams, with specific context on why an accounting nuance matters.

Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact.

Build trusted relationships with CFOs, controllers, AR leaders, and systems administrators to drive long-term retention and expansion.

5+ years as a controller, AR lead, revenue accountant, auditor, or Big Four / fintech / SaaS consultant - with fluency in B2B invoicing, collections, reconciliations, ASC 606, and the monthly close OR 5+ years in customer success, solutions consulting, or implementation at a B2B SaaS / fintech company
Bilingual in accounting and technology: at home with ERPs (NetSuite, QuickBooks, Sage), CRMs (Salesforce, HubSpot), and billing/payments systems, and how they integrate in a complex tech stack; able to troubleshoot accounting/data issues end-to-end.
Consultative communicator with high customer EQ: genuinely curious about customers and their businesses; able to translate complex accounting and technical concepts for controllers, CFOs, and engineers alike, and drive consultative conversations with finance leaders.
Project manager mindset: diagnose needs, build tailored success plans, manage milestones, and drive multi-stakeholder workstreams to completion.
Commercially savvy and accountable: strong grasp of stakeholder management and commercial dynamics; thrive in fast-paced, ambiguous environments and partner closely with Product, Implementation, and Engineering.

This role is based in New York City 5 days a week in our Soho office.