Customer Success Manager
Quick Summary
reduce DSO, increase automation adoption, and demonstrate ROI through regular business reviews and success plans, communicated clearly and persuasively to finance leade
About the Role
~1 min readExcellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset.
Track record of owning a book of customers and driving measurable outcomes across adoption, retention, and expansion (NRR, GRR, logo retention).
Comfortable leading executive business reviews, success planning, and renewal/expansion conversations with finance and operations stakeholders.
Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows—or a strong appetite to develop deep fluency quickly.
Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, HubSpot), and comfort troubleshooting accounting/data issues.
Data-driven: experience using SQL, BI tools, and metrics to shape account strategy and measure outcomes.
Organized, prioritizes effectively, and able to independently solve complex problems.
Growth mindset, fast learner, and comfortable working in a high-growth startup environment.
This role is based in New York City 5 days a week in our Soho office.
What We Offer
~1 min readLocation & Eligibility
Listing Details
- Posted
- June 8, 2026
- First seen
- September 25, 2026
- Last seen
- September 26, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 25%
- Scored at
- September 26, 2026
Signal breakdown
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