Enterprise Customer Success Manager

Responsibilities

• Develop and own strategic account plans to drive retention, expansion, and adoption across your portfolio of enterprise customers.
• Act as a trusted advisor to finance stakeholders by providing guidance on best practices across spend management, credit policy, reconciliation workflows, and financial reporting automation.
• Build multi-threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness and customer engagement.
• Lead business reviews and financial health checks that drive executive alignment and showcase ROI.
• Proactively identify and mitigate churn risks through data analysis, usage insights, and issue resolution.
• Possess strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams.
• Ability to synthesize product usage data into strategic recommendations that drive tangible customer outcomes.
• Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
• Own key metrics for your accounts: GMV growth, product adoption, credit utilization, and customer health scores.
• Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams to deliver a seamless customer experience and advocate for product improvements.

Requirements

• 4+ years in a customer-facing role owning account health, executive relationships, or expansion strategy.
• Direct experience with core accounting workflows, such as invoice processing, T&E tracking, budgeting, accounts payable, ERP systems (e.g., NetSuite, QuickBooks), or spend management tools.
• Experience managing complex, global enterprise accounts (10,000+ employees), with the ability to navigate nuanced org structures and build durable partnerships.
• Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams.
• Ability to synthesize product usage data into strategic recommendations that drive tangible customer outcomes.
• Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
• Bachelor's degree required; finance, business, or related fields preferred.