Customer Success Manager

Customer Success Manager

? New York City (Hybrid)

? Up to $170,000 Base + Bonus + Equity

We're partnered with a fast-growing fintech company that is transforming how finance teams manage critical accounting and operational workflows.

As a Customer Success Manager, you'll own relationships with a portfolio of strategic customers, partnering directly with Controllers, CFOs, Accounting Leaders, and Finance teams to drive adoption, retention, and long-term success. You'll serve as a trusted advisor, helping customers optimize processes, solve complex challenges, and maximize value from the platform.

What You'll Do

• Manage and grow relationships across a portfolio of mid-market and enterprise customers


• Drive onboarding, adoption, renewals, and expansion opportunities


• Partner with finance and accounting stakeholders to understand business objectives and deliver measurable outcomes


• Act as the voice of the customer internally, collaborating closely with Product, Sales, and Implementation teams


• Lead executive business reviews and strategic account planning sessions

What We're Looking For

• Experience managing customer relationships within SaaS, fintech, or accounting technology environments


• Proven success working with finance and accounting stakeholders


• Strong consultative relationship-building skills


• Comfortable navigating complex organizations and multiple decision-makers


• Experience supporting mid-market or enterprise customers


• Experience at a Big 4 firm looking to transition to tech - highly relevant!

Why Join?

• High-growth fintech company with strong market momentum


• Direct exposure to senior finance leaders and strategic initiatives


• Competitive compensation package including bonus and equity


• Opportunity to make a significant impact as the company continues to scale