Customer Success Manager

📋 Description

• Manage a portfolio of customers through implementation, driving customer adoption, engagement, and
• Build strong relationships with Finance and Accounting team members, including C-Suite level
• Monitor account health and identify potential risks and lead regular check-ins, business reviews
• Manage renewals across your customer portfolio, identifying opportunities for account growth and
• Lead customer training and enablement sessions.
• Support the rollout of new Foresight features and products.

🎯 Requirements

• Bachelor’s degree in accounting, finance, business, or related field, or equivalent experience.
• 3 to 5 years of experience in customer success, finance, or similar fields.
• Experience owning renewals and expansion for a defined book of business.
• Experience running business reviews with finance or executive stakeholders.
• Track record of meeting retention, NRR, or adoption targets.
• Ability to communicate highly technical concepts with customers in a digestible way.

🎁 Benefits

• Competitive salary and benefits (Health, Dental, Vision, STLB), HSA available
• Equity eligible
• Income tax benefits for NY residents
• Employer-paid short- and long-term disability
• Flexible paid time off annually, inclusive of holidays
• Flexible work scheduling