Senior Customer Success Manager Karbon

HelpfulRemote; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

HelpfulRemote is seeking a seasoned enterprise Customer Success leader to manage a portfolio of accounting software customers. You will act as a strategic advisor and general manager, owning renewals and driving expansion revenue in complex accounts.

Strong executive communication and CRM/analytics proficiency are essential, with a data-driven mindset. The role is full-time, remote with occasional travel for customer engagements and industry events; you’ll join a distributed global team focused

Qualifications

• 7+ years of B2B SaaS experience, ideally in accounting or professional services software.
• Proven track record of owning renewals and driving expansion revenue in complex accounts.
• Strong executive communication skills and proficiency with CRM and analytics.
• Ability to thrive in a data-driven, metrics-heavy environment.

Responsibilities

• Manage a portfolio of accounting firm customers as a strategic advisor and general manager.
• Drive renewals and identify upsell opportunities to enable growth.
• Build executive relationships and conduct business reviews.
• Feed customer insights back to product teams to shape the roadmap.

Skills

Executive communication

CRM proficiency

Analytics

Renewals & expansions (B2B SaaS)

Tools

CRM systems

Analytics tools

Job description

This role manages a portfolio of accounting firm customers, acting as a strategic advisor and general manager responsible for retention, expansion, and long-term growth. Responsibilities include driving renewals, identifying upsell opportunities, building executive relationships, running business reviews, and feeding customer insights back to product teams to shape the roadmap.

Candidates need 7+ years of B2B SaaS experience, ideally in accounting or professional services software, with a track record of owning renewals and driving expansion revenue in complex accounts. Strong executive communication, CRM and analytics proficiency, and comfort working in a data-driven, metrics-heavy environment are required. Candidates must be based in the US or Canada.

The role is full time and involves periodic travel for customer engagements and industry events, with the company operating as a distributed global team.

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