Senior Customer Success Manager, AI AR Platform

Tabs; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation and equity

Unlimited PTO

100% employer covered healthcare premium

Free lunch

Parental leave up to 12 weeks

Tax-free commuter benefits

Voluntary insurances

Employee Assistance Program

401k plan

Job summary

A leading finance software company is seeking a Customer Success Manager based in New York. This role involves managing client relationships and ensuring the successful adoption of their AI-powered platform. Candidates should have over 5 years of experience in customer success or accounting, alongside strong knowledge of accounts receivable processes. The position is full-time, requiring presence in the office five days a week.

Qualifications

• 5+ years of experience in customer success or closely related role.
• Experience with accounting/AR processes and software.
• Proficient in using SQL and BI tools for data-driven decision making.

Responsibilities

• Manage a portfolio of mid-market customers, ensuring their success and satisfaction.
• Drive outcomes to reduce DSO and increase automation use.
• Deliver onboarding and training to finance and AR teams.

Skills

Customer success experience

Accounts receivable expertise

B2B invoicing knowledge

SQL and BI tools proficiency

Excellent communication

Tools

QuickBooks

NetSuite

Salesforce

Hubspot

Job description

A leading finance software company is seeking a Customer Success Manager based in New York. This role involves managing client relationships and ensuring the successful adoption of their AI-powered platform. Candidates should have over 5 years of experience in customer success or accounting, alongside strong knowledge of accounts receivable processes. The position is full-time, requiring presence in the office five days a week.