Mid Market Customer Success Manager
Core
Trusted advisor for complex mid-market accounts, driving retention and expansion by aligning financial automation capabilities to measurable business outcomes.
Role type
Mid-Market Customer Success Manager (Senior IC)
Builds
Customer success plans, upsell strategies, and executive business reviews for AP/AR and Spend & Expense workflows.
Domain
Fintech / Financial Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Multi-stakeholder relationship management, Executive Business Review leadership, complex account retention strategies, revenue growth execution (IPFX Cross Sell, subscription upsell), product integration troubleshooting, Salesforce proficiency, Gainsight proficiency
Preferred skills
None stated
Technologies
Salesforce, Gainsight
Responsibilities
Own portfolio of mid-market accounts and drive retention/expansion independently; Lead multi-stakeholder Executive Business Reviews; Execute customized upsell plans tied to business goals; Provide tailored product consultations and integration troubleshooting; Set standard for team process execution and SLA adherence; Resolve complex customer issues independently.
Seniority
Mid-Senior, hands-on IC
