Senior Customer Success Manager owning renewals, expansion, and measurable outcomes for accounting firms using Karbon’s AI-powered practice management software. Advising executives and influencing product strategy through customer insights.
Responsibilities
Drive measurable value realization within the first 90 days post-sale, aligning onboarding outcomes to defined business KPIs
Own renewal and expansion strategy, including cross-sell and upsell opportunities
Drive Net Revenue Retention through product adoption, seat expansion, and multi-threaded engagement
Build and manage renewal forecasts 90–120 days in advance
Develop relationships with decision-makers, economic buyers, and operational leaders
Enable internal champions with success plans, ROI articulation, and executive-ready materials
Develop accounting firm domain fluency and translate product capabilities into strategic outcomes
Diagnose workflow inefficiencies and align product capabilities to measurable improvements
Create and maintain Success Plans tied to customer KPIs and growth objectives
Conduct executive-level business reviews
Identify churn indicators using behavioral data, health metrics, and qualitative insight
Develop structured save plans when customer risk emerges
Contribute to scalable retention methodologies
Partner with Sales on expansion strategy and complex renewal negotiations
Collaborate with Implementation, Support, Education, Marketing, Product, and Engineering teams
Translate customer insights into data-backed product feedback and influence roadmap priorities
Leverage AI-driven tools, usage analytics, dashboards, and insights to identify opportunities, risks, and productivity gains
Drive cross-functional alignment to deliver measurable customer outcomes
Requirements
Based in the US or Canada and experienced working within distributed, global teams
7+ years of experience in B2B SaaS, ideally within accounting or professional services software
Proven track record of owning renewals and driving measurable expansion revenue within complex accounts
Strong executive communication skills with the ability to influence firm leaders and articulate ROI clearly and confidently
Demonstrated ability to manage a portfolio with commercial rigor, strategic depth, and disciplined prioritization
Proficiency with CRM, Customer Success platforms, forecasting tools, and analytics systems
Comfortable operating in a data-driven environment
Strong program management capability across cross-functional stakeholders
Willingness to travel periodically for strategic customer engagements and industry events
Benefits
Paid Flexible Time Off with an encouraged 3 weeks use per year
Company paid medical for you and eligible spouse/partner and dependents
Company paid dental and vision for you and eligible spouse/partner and dependents
Fully company funded short and long term disability
Fully company paid life insurance
401(k) with company matching
Flexible Spending Account
Up to 8 weeks paid parental leave
Work-from-home stipend
Global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines
Experienced, high-performing team
Collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback
Bilingual Customer Success Manager helping SWTCH, an EV charging solutions company, drive adoption, retention, and growth across commercial customer accounts.
Customer Success Manager growing retention and revenue across municipal water - compliance software accounts. Managing renewals, expansions, services sales, and executive customer relationships.
CRM Lead Specialist overseeing Klaviyo CRM production, QA, and Specialist teams. Driving lifecycle marketing innovation for Domaine, a Shopify ecommerce design and development partner.
Low - carbon energy partnerships lead growing Creative Energy’s Vancouver district - energy network. Managing customers, developers, municipal stakeholders, and new thermal - system connections.