Enterprise Customer Success Manager, Office of the CFO
Core
Own strategic relationships with enterprise finance leaders (Controllers, VPs, CFOs) to drive adoption of AI-powered accounting automation and translate platform usage into financial outcomes like audit readiness and close-cycle efficiency.
Role type
Enterprise Customer Success Manager
Builds
Customer retention, expansion ARR, and adoption of financial automation workflows
Domain
B2B SaaS / Financial Technology / Accounting & Audit
Deliverable
client delivery
Required skills
Enterprise account management, structured discovery, change management, ROI analysis, multi-stakeholder coalition building, consultative selling
Preferred skills
Accounting or finance concepts, lease accounting, revenue assurance, audit, ERP-adjacent workflows
Technologies
AI-powered accounting platforms, ERP systems
Responsibilities
Manage full lifecycle for ~30 enterprise accounts from onboarding to renewal; Lead complex implementations and build internal champions; Uncover expansion opportunities; Run executive business reviews focused on ROI and efficiency; Partner with Product and Marketing to shape roadmap based on feedback.
Seniority
Mid-Senior, hands-on IC
