Customer Success Manager, AI Finance Close

Ledge; New York (NY); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

LEDGE is seeking a Customer Success Manager in New York City. You will own the end-to-end onboarding experience from contract signature to first close and manage ongoing health, retention, and expansion of your book of business.

You will engage with senior finance professionals, including Controllers and CFOs, ensuring a measurable ROI and successful month-end close processes. This role is based in the Financial District with a four-day in-office expectation and flexible arrangements.

Qualifikationen

• 5-6 years of total professional experience in a customer-facing role at a B2B SaaS company.
• Proven track record of owning complex customer onboarding end-to-end with go-live milestone.
• Ability to discuss month-end close with Controllers or CFOs including reconciliation scope and ERP config.
• Technical confidence navigating ERP integrations, SSO, and API-based data source connectivity without engineers on every call.
• Excellent written and verbal communication; comfortable with Slack and email for customer and internal comms.
• Strong organizational rigor managing 8-12 accounts across onboarding stages.

Aufgaben

• Own the customer onboarding lifecycle from signed contract to first successful close, typically 4-8 weeks.
• Lead kickoff calls, configuration sessions, and agent sprint workshops with the customer's accounting team.
• Coordinate with Engineering on ERP integration, platform configuration, data connectivity, and triage issues.
• Configure close checklist, materiality thresholds, approval workflows, user permissions, and entity structure.
• Build and demonstrate the first AI agents with the customer during onboarding.
• Establish clear milestones at contract signing and hold parties to the timeline.
• Advise prospective and current customers from the position of a trusted colleague, leveraging any accounting experience as the key contact.
• Maintain a structured cadence with each account; monitor health signals and renewal risk indicators.
• Lead quarterly business reviews with champions and executive sponsors.
• Own CSAT and health scores and report them accurately.

Kenntnisse

Customer facing

B2B SaaS

Account management

Communication skills

ERP knowledge

Ausbildung

Accounting background

Tools

ERP integrations

SSO configuration

API connectivity

Jobbeschreibung

LEDGE is seeking a Customer Success Manager in New York City. You will own the end-to-end onboarding experience from contract signature to first close and manage ongoing health, retention, and expansion of your book of business.

You will engage with senior finance professionals, including Controllers and CFOs, ensuring a measurable ROI and successful month-end close processes. This role is based in the Financial District with a four-day in-office expectation and flexible arrangements.