Enterprise Client Success Manager
Location
United States
Posted
3 days ago
Salary
Not specified
Seniority
Lead
Job Description
Role Overview
We are looking for a Senior Customer Success Manager to own and grow relationships with our Large Enterprise clients. This role is highly strategic and relationship-driven, focused on helping large CPA firms and enterprise customers successfully adopt Crunchafi’s products while identifying opportunities for growth, expansion, and deeper partnership.
You’ll work closely with an Account Executive, managing account health, renewals, expansions, and long-term success across a complex book of business.
What You’ll Do
- Own post-sale relationships for a portfolio of Large Enterprise accounts, including top-tier CPA firms
- Serve as a trusted advisor to partners, senior managers, and operational leaders at client firms
- Drive adoption and usage across Crunchafi products, including Lease Accounting and Data Extraction
- Lead strategic account planning, including renewal preparation, expansion identification, and risk mitigation
- Partner closely with AEs to support renewals, upsells, cross-sells, and net-new expansion opportunities
- Conduct regular business reviews and executive-level conversations
- Coordinate onboarding, training, and enablement across multiple service lines and stakeholders
- Identify early warning signs of risk and proactively address them
- Provide client feedback to Product, Sales, and Leadership to influence roadmap and go-to-market strategy
What We’re Looking For
- 5+ years of experience in Customer Success, Account Management, or similar client-facing roles
- Experience working with large, complex, or enterprise customers
- Strong understanding of accounting, audit, or advisory workflows; CPA firm experience is a major plus
- Comfort navigating senior stakeholders and executive-level conversations
- Ability to manage multiple initiatives, priorities, and relationships simultaneously
- Strong discovery, communication, and relationship-building skills
- Experience partnering with Sales on renewals and expansion efforts
- Familiarity with SaaS adoption metrics, health scoring, and account planning
Nice to Have
- Background in accounting technology, audit software, or fintech
- Experience supporting CPA firms or professional services organizations
- Exposure to lease accounting standards or audit data workflows
- Experience working in a pod-based or shared-ownership sales model
Why Crunchafi
- Remote work-from-home environment
- Competitive salary, health, dental and vision insurance plans
- Flexible time off
- 401K retirement savings plans for US-based employees, with 3% employer match
- Incentive Equity Plan
- Professional development opportunities
- Dynamic and collaborative work environment with opportunities for growth
Job Requirements
- 5+ years of experience in Customer Success, Account Management, or similar client-facing roles
- Experience working with large, complex, or enterprise customers
- Strong understanding of accounting, audit, or advisory workflows; CPA firm experience is a major plus
- Comfort navigating senior stakeholders and executive-level conversations
- Ability to manage multiple initiatives, priorities, and relationships simultaneously
- Strong discovery, communication, and relationship-building skills
- Experience partnering with Sales on renewals and expansion efforts
- Familiarity with SaaS adoption metrics, health scoring, and account planning
- Background in accounting technology, audit software, or fintech
- Experience supporting CPA firms or professional services organizations
- Exposure to lease accounting standards or audit data workflows
- Experience working in a pod-based or shared-ownership sales model
Benefits
- Remote work-from-home environment
- Competitive salary, health, dental and vision insurance plans
- Flexible time off
- 401K retirement savings plans for US-based employees, with 3% employer match
- Incentive Equity Plan
- Professional development opportunities
- Dynamic and collaborative work environment with opportunities for growth
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Client Onboarding & Growth Associate
Beacon National AgencyBeacon National Agency, consistently on the Inc. 5000 and featured in Forbes, is expanding! We're searching for driven individuals to join us as Remote Sales Customer Representatives. If you're ambitious and eager to make a significant impact, apply today! We'll reach out to qualified candidates to schedule an interview.
The associate will serve as the first point of contact, guiding new clients through a smooth onboarding experience by conducting virtual discovery meetings to understand needs and present tailored protection strategies. They must maintain consistent communication to support client growth and satisfaction while contributing to team targets.
Client Onboarding & Growth Associate
Beacon National AgencyBeacon National Agency, consistently on the Inc. 5000 and featured in Forbes, is expanding! We're searching for driven individuals to join us as Remote Sales Customer Representatives. If you're ambitious and eager to make a significant impact, apply today! We'll reach out to qualified candidates to schedule an interview.
The associate will serve as the first point of contact, guiding new clients through a smooth onboarding experience by conducting virtual discovery meetings to understand needs. They will present tailored protection strategies, including IUL policies, annuities, and life insurance, while maintaining follow-up for client growth.
Lead Sales & Customer Success teams at a robotics scale-up.
This role involves joining the customer service leadership team, focusing on providing exceptional customer service and leading teams to achieve outstanding results. Individuals will also benefit from mentorship and growth opportunities within a supportive environment.
