7h ago

Customer Success Manager, Accounting Solutions

New York City, NY

$120k-$165k / year

full-timeseniorsoftware

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll lead client relationships for an AI-native revenue platform, helping finance teams automate contract-to-cash workflows. You'll drive adoption of ASC 606 automation and reduce DSO through data-driven success plans. This role combines deep accounting expertise with customer success at a well-funded startup.

๐ŸŽฏ What You'll Do

  • Manage a portfolio of customer accounts for adoption and renewal.
  • Deliver onboarding and training to finance and AR teams.
  • Proactively resolve product, process, and data issues.
  • Gather and communicate customer feedback to Product teams.
  • Monitor account health using BI tools and dashboards.

๐Ÿ“‹ Requirements

  • 5+ years as a controller, AR lead, or revenue accountant.
  • Deep fluency in B2B invoicing, collections, and ASC 606.
  • Experience with ERPs (NetSuite, QuickBooks, Sage) and CRMs.
  • Consultative communication with finance and technical stakeholders.

โœจ Nice to Have

  • Big Four or fintech/SaaS consulting background.
  • Project management mindset and multi-stakeholder coordination.
  • Bilingual in accounting and technology.

๐ŸŽ Benefits & Perks

  • ๐Ÿ’ฐ Competitive compensation and equity
  • ๐Ÿ–๏ธ Unlimited PTO
  • ๐Ÿฅ Up to 100% employer-covered healthcare premium
  • ๐Ÿฝ๏ธ Lunch provided via Sharebite
  • ๐Ÿ‘ถ Parental leave up to 12 weeks

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Recruiter Phone Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Technical/Case Interviewยท 60 min
  4. 4Cultural Fit/Team Interviewยท 30 min
0 0 0