Mid Market Customer Success Manager
Core
Own a portfolio of complex mid-market accounts as a trusted advisor to drive retention and expansion for a financial operations platform.
Role type
Mid-market Customer Success Manager
Builds
Financial automation platform for AP/AR and Spend & Expense
Domain
Fintech / Financial Operations
Required skills
Multi-stakeholder relationship management, Executive Business Review leadership, Upsell/Cross-sell strategy execution, Product integration troubleshooting, Process discipline (SLA adherence), Salesforce proficiency, Gainsight proficiency
Preferred skills
None stated
Technologies
Salesforce, Gainsight
Responsibilities
Own mid-market account portfolio, Anticipate and address churn risks, Lead Executive Business Reviews, Execute customized upsell plans, Provide tailored product consultations, Resolve complex customer issues independently
Seniority
Mid-Senior, independent execution