Senior Customer Success Executive

Auditoria.AI; North America; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading AI solutions company in finance seeks a Senior Customer Success Executive. The role requires overseeing high-value accounts, driving customer satisfaction, and enhancing Net Revenue Retention. Ideal candidates will have extensive experience in Customer Success within the B2B SaaS landscape, alongside strong analytical and relationship-building skills.

Benefits

Competitive salary and performance-based bonuses

Opportunities for growth and career development

Chance to impact finance future through AI technology

Qualifications

• 7+ years of experience in Customer Success, Account Management in B2B SaaS.
• Proven success in driving NRR growth and managing renewals.
• Strong understanding of accounting and financial operations.

Responsibilities

• Develop and execute success plans maximizing customer value and product adoption.
• Own the end-to-end renewal process and mitigate churn risks.
• Build relationships with key stakeholders for advocacy.

Skills

Customer Success

Account Management

Consulting

Analytical Skills

Relationship Building

Job description

Auditoria.AI is the leader in agentic AI solutions for corporate finance that automate business processes to accelerate finance operations and cash performance. Auditoria.AI executes mundane tasks while automating complex business functions in the Office of the CFO, redefining enterprise AI by combining its proprietary specialized language model with multi-model support for leading large language models (LLMs ) in production. Auditoria.AI seamlessly integrates GPTs from OpenAI, Azure, LLaMa, and Google Gemini, ensuring that finance teams have the best-in-class generative AI capabilities. Auditoria.AI’s agentic AI, called SmartBots , integrates with systems of record and accounting inboxes to optimize vendor management, streamline collections, add controls to procurement spend, accelerate data extraction, and automatically handle finance inbox inquiries.

Corporate finance and accounting teams at leading companies such as Rocket Companies, RingCentral, Truist Insurance Holdings, Match Group, Ochsner Health System, Stock X, Denny’s, Blackbaud, Memorial Sloan Kettering Hospitals, and Iowa State University use Auditoria to accelerate business value while minimizing heavy IT involvement, improving business resilience, lowering attrition, and accelerating business insights for finance teams.

Founded in 2019, we recently raised our Series B fundraise, led by Innovius Capital. Participation came from Dell Technologies Capital, Sentinel Global, and existing investors, including Venrock, NeoTribe Ventures, Engineering Capital, Workday Ventures, and KPMG Ventures.

The Opportunity for You

We’re seeking a Senior Customer Success Executive with a strong background in finance or accounting to join our team. In this role, you will be the strategic partner to a portfolio of high-value enterprise accounts, ensuring customers achieve maximum value from our platform and remain referenceable, loyal partners. Your focus will be on driving Net Revenue Retention (NRR), managing renewals, mitigating churn, and identifying and closing expansion opportunities.

Key Responsibilities

• Increase NRR: Develop and execute success plans that maximize customer value, product adoption, and expansion opportunities (upsells and cross-sells).
• Renewals & Churn Mitigation: Own the end-to-end renewal process for your portfolio, identifying risks early and deploying proactive strategies to mitigate churn.
• Customer Referenceability: Build trusted relationships with key customer stakeholders to drive advocacy, referenceability, and participation in marketing initiatives (case studies, testimonials, webinars, reference calls, etc.).
• Strategic Account Management: Act as a strategic advisor to finance / accounting and IT stakeholders, guiding them on best practices and helping drive operational transformation.
• Data-Driven Engagement: Leverage customer usage data and health metrics to identify at-risk accounts and growth opportunities; lead QBRs and executive briefings.
• Cross-Functional Collaboration: Partner closely with Sales, Product, Marketing, and Support to deliver a seamless and value-driven customer experience.
• Voice of the Customer: Collect, synthesize, and share customer feedback to inform product strategy and drive continuous improvement.

Qualifications

• 7+ years of experience in Customer Success, Account Management, or Consulting in a B2B SaaS start-up environment
• Proven success in driving NRR growth, managing renewals, and reducing churn in a high-touch customer environment.
• Strong understanding of accounting and financial operations (background in accounting or finance is a plus).
• Excellent relationship-building, communication, and executive presence.
• Strong analytical skills and experience using data to drive decision-making.
• Passion for innovation and helping customers succeed in a fast-paced, dynamic environment.

What We Offer

• Competitive salary and performance-based bonuses
• Opportunities for growth and career development
• A chance to help shape the future of finance through agentic AI technology

The Auditoria logo, Auditoria SmartFlow Skills, Auditoria AR Collections, Auditoria SmartPay, Auditoria SmartBots, Auditoria SmartInsights, and Auditoria SmartVendor are trademarks or registered trademarks of Auditoria.AI Inc. All rights reserved.