Senior Customer Success Manager
Core
Senior Customer Success Manager driving product adoption, usage, and value for strategic audit and accounting firm customers.
Role type
Senior Customer Success Manager (Audit & Assurance)
Builds
Cloud and AI-enabled audit software capabilities for accounting firms
Domain
Fintech / Audit and Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
audit methodology, audit transformation, audit-technology consulting, cloud adoption, AI-enabled capabilities, stakeholder influence, strategic account management, workflow optimization, business review facilitation, cross-functional collaboration
Preferred skills
Caseware product experience, change management, Salesforce proficiency
Technologies
Caseware, Salesforce
Responsibilities
Own post-implementation success relationships for strategic customers; drive product adoption and usage via data insights; develop customer-specific success plans; enable adoption of new cloud and AI capabilities; conduct regular business reviews and health checks; partner with Account Management to deepen usage; provide consultative guidance on evolving audit processes; coordinate resources for technical or support issues; act as voice of the customer to Product Management; contribute to scalable success playbooks.
Seniority
Senior, hands-on IC