Enterprise Accounting Success Manager

What You'll Do:

• Provide excellent customer service, uncovering client pain points and consulting on best practices to help clients achieve their financial transformation goals within your assigned book of business.


• Actively identify opportunities to increase product adoption and account optimization across the platform to ensure a high customer retention rate and increase expansion opportunities.


• Possess deep product expertise, communicating latest relevant product releases and upcoming roadmap enhancements to customers.


• Actively collaborate with relevant internal partners (Account Management, Sales, Compliance ASMs, Implementation, Support, Product/Engineering, Marketing) sharing insights based on the specific needs of your clients.


• Build and nurture robust long-term relationships with key stakeholders within your book of business. This includes establishing Business Reviews alongside Account Management and Account Executive counterparts.


• Lead virtual and in-person executive client meetings to expand our footprint, foster end-user adoption, mitigate churn, and increase expansion.


• Act as the voice of the customer to understand to build the product roadmap alongside the Product and Engineering teams by understanding the unique needs of your customers.


• Work in partnership with Account Management and Account Executives to maintain a high gross retention rate of your renewals and expand the pipeline within your accounts.


• Demonstrates strategic thinking in analyzing multifaceted client scenarios, accurately identifying root causes, and executing comprehensive remediation plans.


• Cultivates customer advocates at both the product and user level.


• Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).


• Mentor new ASM team members through shadowing, informal coaching, and knowledge sharing.


• Undertake any other tasks that may be assigned to help the company meet its goals.

What You'll Bring:

• 5+ years of experience in accounting, consulting, audit, accounting advisory, or equivalent experience in a customer success role


• BA/BS degree in Business Administration, Accounting, Finance or relevant fields.


• Experience working with/for enterprise companies


• Strong accounting fundamentals with hands-on experience across close, reconciliation, and financial reporting processes


• Strong organizational skills with the ability to prioritize effectively across competing demands


• Clear and confident communication skills with both accounting and non-accounting stakeholders


• A high level of ownership and accountability for execution quality and customer experience


• Ability to travel up to 30%

Nice-to-haves:

• Prior Customer Success or Account Management experience, specifically working with a variety of corporate and enterprise clients.