Senior Customer Success Manager

Posted 4 days ago

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About the role

  • 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
  • Promotion opportunities for high performers

Job type

Full Time

Experience level

Senior

Salary

$90,000 - $110,000 per year

Degree requirement

No Education Requirement

Location requirements

RemoteUnited States

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