CSM, Enterprise | Lifecycle
Core
Own the post-implementation experience for enterprise customers to drive sustained adoption, satisfaction, and renewal readiness for a finance automation platform.
Role type
Senior Enterprise Customer Success Manager (Lifecycle)
Builds
Long-term account strategy, executive relationships, and customer value realization for high-potential enterprise clients.
Domain
Fintech / Enterprise Finance
Required skills
Enterprise customer success, executive relationship building, financial impact communication, AI fluency, data-driven book management, ERP systems acumen, builder mindset
Preferred skills
Consumption-based revenue experience, finance domain depth, commercial impact demonstration, AI-first company background, high-growth startup experience
Technologies
NetSuite, SAP S/4HANA, Workday, Sage Intacct, AI tools
Responsibilities
Drive sustained adoption by guiding customers toward unused workflows, act as an expert in finance workflows, build multi-threaded relationships across accounts, partner on QBRs to quantify impact, spot growth opportunities, run book on data to monitor usage and risk, use AI tools daily for prep and synthesis, bring customer feedback to product evolution, help build Lifecycle team playbooks
Seniority
Senior, hands-on IC
