Scaled Customer Success Manager

Job Summary

To support small and mid-size businesses in modernizing their financial management, the full-time remote Scaled Customer Success Manager will manage a shared book of clients, focusing on retention, expansion, and product adoption through data-driven success plans and proactive engagement.

Key responsibilities:

• Own and manage a shared book of SMB customers, using data to drive outcomes
• Deliver on revenue and retention goals by reducing churn, driving renewals, and identifying upsell/cross-sell opportunities
• Run training sessions and webinars to ensure customers are properly configured and enabled on best practices

Required qualifications:

• Experience in customer-facing, revenue-tied roles such as customer success, account management, or finance
• Ability to meet performance targets and quotas with a proactive, self-starting approach
• Basic understanding of financial reports and their relation to business health
• Familiarity with accounting systems such as QuickBooks, Intacct, or NetSuite
• Strong communication skills with the ability to build rapport and resolve conflicts effectively