Accounting Customer Success Lead

dualentry is looking for an Accounting Customer Success Lead to join the team in New York City. The role focuses on building strong client relationships and making sure every part of the customer journey runs smoothly. As the main point of contact, this person will help clients get the most out of dualentry’s accounting services by providing attentive and re…

About BrandlightBrandlight stands at the forefront of enterprise AI visibility, empowering top-tier brands to comprehend, manage, and enhance their presence across AI-driven search, commerce, and advertising.In an era where AI is poised to revolutionize marketing and distribution, Brandlight is pioneering the frameworks that determine how brands are discovered, trusted, and selected.Join our innovative team and contribute to the development of cutting-edge tools that will shape the future of brand management in an AI-centric landscape.About the RoleAs a Senior Enterprise Account Lead (Senior Customer Success) at Brandlight, you will take charge of a diverse portfolio of strategic enterprise clients, guiding them from onboarding through to renewal and expansion. Your role will entail cultivating senior-level relationships, ensuring robust adoption of our solutions, and translating product benefits into quantifiable business successes.This position is ideal for an individual adept at managing complex, multi-stakeholder accounts. You possess sharp commercial instincts, a solid grasp of the product landscape, and the confidence to engage with executive teams while remaining closely aligned with day-to-day operations.Salary Range: $150,000 - $180,000 a yearResponsibilitiesManage enterprise accounts comprehensively, from onboarding through renewal and expansion.Facilitate onboarding and ensure consistent and rapid realization of customer value.Establish and nurture strong relationships with senior stakeholders (VP+) and economic buyers.Drive renewals and expansions through effective value communication and consultative engagement.Identify risks and opportunities within each account, leveraging insights for growth.Provide customer insights to inform product development, positioning, processes, and pricing strategies.Collaborate closely with Product, Sales, and R&D teams to achieve customer objectives.Requirements7+ years of experience in managing enterprise accounts, with a focus on renewals and expansions.Proven experience collaborating with Fortune 500 marketing leadership (CMO/VP level).Exceptional ability to grasp customer business objectives and articulate product value effectively.Confidently lead discussions as a domain expert, even when faced with new challenges.Consultative approach to uncovering client needs and delivering tailored solutions.

About JuniorAt Junior, we are pioneering innovative tools powered by large language models (LLMs) to enhance the investment research experience for private market investors. Our esteemed clientele comprises some of the world's leading private equity and consulting firms, collectively responsible for investing billions of dollars each year. We pride ourselves on being a profitable, bootstrapped organization, with a dedicated team of 24 professionals based in London and New York City.Discover more about our mission and values here. Role DescriptionCustomer success is vital to our operations. We believe in hiring individuals with a proven track record in the field. You should possess a deep understanding of the challenges faced by consultants and investors engaged in due diligence work, and how Junior can assist them in achieving their goals more efficiently and effectively. We seek candidates who can genuinely relate to our clients' experiences.As we collaborate with some of the highest-profile brands in the industry, your role will be essential in fostering user adoption, satisfaction, and retention. You will oversee global deployments involving thousands of users and serve as the Voice of the Customer, liaising between our users and the product team to ensure we are focused on alleviating the most significant pain points in our customers' workflows.As an early member of our Customer Success team, you will have a unique opportunity to:Develop and maintain robust relationships with clients, including senior decision-makers at large-cap funds and consultancies, acting as their primary contact and trusted advisor throughout the onboarding, usage, and feedback processes.Strategically plan and implement large-scale AI deployments for thousands of users.Represent the voice of the customer, ensuring their needs are swiftly translated into new product features; guide the product team in developing solutions that meet customer demands.Collaborate with customers to co-design training programs and deliver effective training sessions.Utilize data analytics to drive customer engagement, satisfaction, and retention.Advance rapidly into a managerial position as the customer success team grows.Influence the structure and processes of the customer success team and contribute to shaping our company culture. About YouWe are in search of a seasoned customer success leader who:

About Zip SecurityAt Zip Security, we are revolutionizing enterprise cybersecurity. The current landscape is fragmented, with organizations spending approximately $150 billion annually on a plethora of tools that offer minimal security benefits. Our mission is to simplify this by creating software that streamlines enterprise cybersecurity, minimizing excess by efficiently bundling and configuring essential security tools, and synchronizing device management and application security into a cohesive platform.We are in search of a dedicated Customer Success Account Manager who will be responsible for cultivating and managing customer accounts after the sale, focusing on effective onboarding, ongoing account management, renewals, and ensuring long-term customer satisfaction.Role OverviewAs a Customer Success Account Manager at Zip Security, you will take charge of a dedicated portfolio of customer accounts following the closure of sales deals. Your primary responsibilities will include leading onboarding processes, nurturing customer relationships, ensuring that clients derive value from our services, and managing renewals to foster retention and growth.This position is heavily focused on execution and relationship-building, with a strong emphasis on commercial responsibility. Your success will hinge on your operational discipline, ability to create and monitor processes, and your capacity to build lasting trust with customers while collaborating with internal teams.Account Operations & Lifecycle ManagementManage a portfolio of customer accounts from post-sale handoff through renewal and potential expansion.Act as the primary contact for customers, overseeing daily communications and long-term account strategy.Oversee customer renewals from planning through to execution, identifying risks and forecasting needs.Monitor account health, milestones, and potential risks, proactively taking measures to ensure account retention and growth.Establish and nurture consultative relationships with customer stakeholders to enhance their security posture using Zip's solutions.Work closely with the Sales team to explore expansion opportunities where appropriate.Customer Onboarding & Technical ImplementationLead the customer onboarding process from sales handoff to successful implementation.Coordinate and execute onboarding tasks, including initial technical setup and collaboration with customer teams.Define onboarding benchmarks, timelines, and success criteria to guide customer transitions.

Streamlining Complexity for Enhanced Dental CareAt Videa, we harness the power of artificial intelligence to empower dental professionals in delivering superior care to millions of patients.Oral health is a crucial component of overall wellness, and dentists play a vital role in safeguarding community health. Our technology is designed to enhance care delivery, elevate clinical expertise, and promote proactive oral healthcare as standard practice.With thousands of clinicians relying on Videa daily, your contributions here will have a tangible impact on patient outcomes. If you're driven to create something meaningful, we encourage you to explore further.The OpportunityWe are seeking a dynamic Vice President of Customer Success to join our leadership team at VideaHealth. This role will oversee customer success and account management, focusing on shaping the customer journey, facilitating the adoption of our product suite, and ensuring high levels of customer satisfaction. Collaborating closely with the CEO and CRO, you will lead a dedicated team, striving to ensure successful implementation, adoption, retention, and management of customer accounts.This is not merely a maintenance role; it is a position for a builder. You will collaborate with engineers, clinicians, operators, and AI scientists to tackle real-world challenges faced by dental teams. Your work will help develop a platform that revolutionizes the fragmented tools currently in use.Key Responsibilities:Lead the entire Customer Success lifecycle, encompassing implementation, onboarding, change management, adoption, upselling, renewals, and overall satisfaction for both enterprise and SMB clients.Ensure successful engagement across centralized customer organizations and distributed end-users, fostering strong product adoption and value realization at all levels.Build and nurture a high-performing Customer Success and Account Management team dedicated to delivering exceptional customer experiences and maximizing user satisfaction.Conduct QBRs and other executive engagement strategies to align customer goals and ensure their long-term success across our product offerings.Work closely with the executive team to provide meaningful product feedback, influence product development, and contribute to broader leadership initiatives.Establish and maintain strong relationships with key customers to understand their needs and drive initiatives that enhance their satisfaction.

Tabs seeks a Customer Success Manager for Accounting Solutions based in New York City, NY. This role acts as the primary point of contact for clients using Tabs’ accounting software, working to ensure each customer gains real value from the platform. Key Responsibilities Guide clients step by step through onboarding and initial setup of Tabs’ accounting tools. Provide ongoing support, addressing questions and troubleshooting issues as they arise. Develop and maintain strong relationships to better understand each customer’s needs. Assist clients in making the most of the software as their businesses evolve and grow.

Role Overview Prolific is looking for an Enterprise Customer Success Manager to join the team in a hybrid role based in New York City. This position centers on building and maintaining strong relationships with enterprise clients, helping them reach their objectives with Prolific’s solutions. What You Will Do Develop and nurture partnerships with enterprise customers, acting as their main point of contact. Provide strategic advice tailored to each client’s goals and business needs. Advocate for client interests within Prolific, ensuring their feedback and requirements are heard. Drive engagement and retention by managing accounts proactively, conducting regular check-ins, and offering personalized support. Spot opportunities for upselling and cross-selling services that align with client needs, contributing to company growth. Location This is a hybrid position based in New York City. Some in-office presence is expected.

We are seeking a dynamic and dedicated Customer Success Manager to join our team at zip in New York City. In this pivotal role, you will ensure our clients achieve their desired outcomes while utilizing our services, fostering long-term relationships and driving customer satisfaction.The ideal candidate will have a strong background in customer service and account management, with a passion for helping clients succeed. You will work closely with our sales, product, and marketing teams to deliver exceptional customer experiences.

As a Customer Success Manager for Industries at Anthropic, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative AI technologies. You will work closely with customers to understand their objectives, provide strategic insights, and ensure they derive maximum value from our solutions.Your responsibilities will include onboarding new clients, conducting regular check-ins, and proactively addressing any challenges they may face. You will act as the primary point of contact for customer inquiries and collaborate with cross-functional teams to enhance the overall customer experience.

At Anaplan, we are a dynamic team of innovators dedicated to enhancing business decision-making through our advanced AI-driven scenario planning and analytics platform, empowering our clients to outperform their competition.What brings Anaplanners together across various teams and regions is our unwavering dedication to our clients’ success and our Winning Culture.Our esteemed clientele includes some of the most recognized names in the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our top-tier platform.Our Winning Culture fuels our innovative teams. We embrace diverse thoughts and ideas, act as leaders regardless of our titles, strive for ambitious goals, and take pride in celebrating our achievements—both large and small.Guided by principles that prioritize strategy, values, and disciplined execution, you will find inspiration, connection, development, and rewards here. Your unique qualities are welcome; join us in building the future together!AMER Portfolio Leader - Director of Customer SuccessAnaplan is a pioneering enterprise planning platform relied upon by the world’s most sophisticated organizations to enhance financial, operational, and strategic decision-making processes. Supported by Thoma Bravo, a leading software-focused private equity firm, Anaplan operates with speed, intensity, and a relentless commitment to operational excellence and measurable performance.As we embark on our next growth phase, we are refining our go-to-market post-sales coverage model to improve segmentation, execution rigor, and recurring revenue security. Historically, accounts were managed within blended portfolios, but as our business has evolved, it has become clear that differentiated customer segments require tailored strategies, scrutiny, and leadership focus.To facilitate this evolution, we are establishing a dedicated AMER Portfolio Leader (CSD) role responsible for four segmented portfolios. This strategic investment aims to enhance renewal discipline, operational command, and risk transparency for fiscal year 2027 and beyond.This highly visible role is at the heart of Anaplan’s post-sales go-to-market engine, perfect for a seasoned post-sales GTM leader eager to thrive in a fast-paced, high-performance environment, initiate a new GTM strategy, and significantly impact both the business and the operational model.The ideal candidate is an operator at heart; gritty, action-oriented, and relentless in their pursuit of customer outcomes and value delivery.

Tabs is hiring a Customer Success Manager based in New York City. This position focuses on building strong relationships with clients and ensuring they get the most value from Tabs' solutions. Understanding client needs and guiding them to use services effectively are central to the role. Key responsibilities Develop and maintain relationships with clients to support their objectives Collaborate with teams across the company to deliver a consistent customer experience Promote product adoption and help clients benefit fully from Tabs' offerings Collect and analyze feedback from clients, providing actionable insights to improve products and services Location This role is based in New York City, NY.

Join Dealpath as a Customer Success Manager where you will spearhead the development of a dynamic team of Customer Success Managers, overseeing a portfolio of key customer relationships. Your primary goal will be to enhance customer retention, drive growth, and elevate customer satisfaction through the establishment of scalable processes and success metrics that will enable the Customer Success function to thrive. This role is ideal for a leader with a passion for customer-centricity, product orientation, and a commitment to coaching and mentoring others. You will focus on enhancing team performance and collaborating across departments to deliver exceptional value to our customers.

Join Starbridge as our Vice President of Customer Success, where you will spearhead our customer success initiatives during this exciting growth phase. You will oversee the entire customer journey, leading a dynamic Customer Success team and establishing scalable systems that ensure predictable and measurable adoption of our solutions.Your mission is to elevate Starbridge to a leading position in implementation speed, value realization, and ongoing customer engagement. You will ensure customers swiftly observe measurable outcomes, continuously uncover new value as our platform advances, and receive unwavering support in every growth phase and new use case.Key Responsibilities & ImpactLead the customer lifecycle to guarantee each customer realizes measurable success with Starbridge.Build and nurture the Customer Success organization, guiding and mentoring a high-achieving team of technical Customer Success Managers who deliver premium engagement and technical support.Establish scalable processes for onboarding, training, proactive adoption, and support, ensuring Starbridge’s personalized approach remains intact while accommodating growth.Create frameworks for exemplary implementation, ensuring customers achieve rapid and consistent time-to-value.Develop a scalable support function that guarantees timely, high-quality assistance as we expand.Facilitate ongoing value realization, assisting customers in continually identifying and adopting features that meet their evolving goals.Utilize customer health and success metrics to forecast adoption, identify risks early, and ensure outcomes are measurable and repeatable.Collaborate cross-functionally with Product and Sales to maintain tight feedback loops and ensure customer insights inform roadmap and go-to-market strategies.Act as the executive sponsor for key enterprise relationships, combining technical expertise and business insight in strategic discussions.Implement systems and tools to manage customer data, monitor engagement, and automate essential workflows.Foster a customer community to promote network effects and advocacy within our customer base.

About FLORA: At FLORA, we are redefining creativity with our innovative tools designed for the modern creative class. Our intelligent canvas integrates cutting-edge AI models to enhance professional craftsmanship. With a compact team of around 20, we have successfully raised $52 million from renowned investors such as Redpoint Ventures, Hanabi Capital, Menlo Ventures, Justin Kan, and Gabe Whaley, the founder of MSCHF. Our diverse clientele includes industry leaders like Pentagram, Lionsgate, and Nike.About the Role: As an Enterprise Customer Success Manager at FLORA, you will be the key relationship steward for a portfolio of enterprise accounts. Your role will encompass driving product adoption, ensuring client retention, managing renewals, and serving as a trusted advisor to pivotal stakeholders. You should be adept at establishing processes from the ground up, adaptable to wearing multiple hats, and excel in a dynamic environment—while consistently delivering outstanding customer results.Your Responsibilities Include:Overseeing the complete customer lifecycle for a range of enterprise accounts, from the onboarding process to renewals and expansions.Cultivating deep, trusted relationships with executive sponsors, champions, and day-to-day users within customer organizations. Leading intricate, cross-functional projects to boost platform adoption and ensure that clients realize measurable business outcomes.Formulating and implementing tailored Customer Success Plans that align with each account’s objectives, KPIs, and growth trajectories.Collaborating with Account Executives to proactively identify renewal risks and opportunities for expansion within your account portfolio, thereby driving net revenue retention and growth.Managing the entire renewals process—including forecasting, negotiation, and timely closure—in partnership with Sales and Finance. Conducting regular Executive Business Reviews (EBRs) to communicate value, progress, and alignment with the roadmap.Acting as the internal advocate for the customer, collaborating with Product, Engineering, and Marketing teams to influence the FLORA roadmap.Proactively tracking customer health scores, usage data, and engagement metrics to mitigate the risk of churn.Contributing to the development of scalable Customer Success playbooks, processes, and best practices.Skillfully navigating complex organizational structures and multi-threaded stakeholder relationships.

Merge is at the forefront of providing innovative agentic tools and customer-facing integrations for leading frontier LLMs, Fortune 500 enterprises, and B2B SaaS companies. Our platform boasts two primary offerings: Merge Unified, allowing businesses to seamlessly integrate hundreds of tools via a single API, and Merge Agent Handler, which equips AI agents with secure access to a multitude of third-party services. Our enterprise-grade platform efficiently manages the complete integration lifecycle, from authentication and security to ongoing monitoring and maintenance. Countless organizations rely on Merge to expedite product development, enhance sales potential, minimize customer attrition, and conserve engineering resources, enabling them to concentrate on their core products. We are seeking a dedicated Customer Success Manager to establish a robust foundation for sustainable revenue growth. The ideal candidate will be driven, flexible in the face of change, and innovative in testing new strategies to foster a genuinely customer-centric approach. This position represents an excellent opportunity to significantly impact an organization that prioritizes delivering outstanding customer experiences.

About UsAt Verve, we have revolutionized the advertising landscape by creating a more efficient and privacy-centric approach to purchasing and monetizing ads. Our innovative ecosystem integrates demand and supply technologies, leveraging data, media, and technology to drive growth and outcomes for advertisers and publishers alike—regardless of the screen or location. With 30 offices worldwide and a commitment to serving visionary advertising clients, Verve is a trusted partner for over 90 of the top 100 U.S. advertisers, 4,000 global publishers, and leading demand-side platforms. Discover more about us at www.verve.com.Your RoleWe are seeking a client-oriented, data-driven professional with extensive knowledge of the programmatic advertising ecosystem. If you excel at transforming complex challenges into practical solutions and are passionate about delivering exceptional client experiences, you will thrive in this role. Familiarity with Demand-Side Platforms (DSPs), mobile programmatic advertising, and campaign analytics is crucial. A proactive and collaborative approach to client relationships and teamwork is essential.

As a Customer Success Manager at plot, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative solutions. You will be the voice of the customer, working closely with them to understand their needs, address their concerns, and drive product adoption. Your proactive approach will help foster long-lasting relationships and contribute to our clients' success.

About the RoleWe are seeking an experienced Manager of Customer Success to lead and expand a team of Customer Success Managers tasked with enhancing long-term customer retention and product adoption within Playground's expanding client base. This pivotal leadership position requires you to oversee the strategic direction, implementation, and daily operations of the Customer Success Management (CSM) team, ensuring that each center within Playground feels valued, realizes tangible benefits, and continues to evolve with us.In this role, you will harmonize strategic initiatives with execution: enhancing scalable processes, cultivating your team's growth, and collaborating cross-departmentally to strengthen customer relationships and mitigate churn. You will significantly influence the customer experience for thousands of centers partnering with Playground, converting satisfied clients into enthusiastic advocates.This position is based in-person at our Union Square office in New York City or our LoDo office in Denver, where you will closely collaborate with Product, Engineering, Sales, and Onboarding teams to provide an exceptional post-launch customer experience as we expand nationwide.Key ResponsibilitiesLead & Cultivate a High-Performing Team: Manage, mentor, and develop a team of Customer Success Managers, nurturing a culture of accountability, inquiry, and customer dedication.Drive Retention & Growth: Enhance net revenue retention and logo retention across the portfolio by coaching CSMs on renewal strategies and commercial dialogues.Strategize & Execute: Collaborate with leadership to define and implement the customer success vision and roadmap, aligning with company objectives surrounding retention, adoption, and customer lifetime value.Enhance the Customer Journey: Develop and optimize post-onboarding workflows, health scoring systems, and engagement rhythms to elevate consistency and proactive outreach as Playground grows.Coach & Empower: Provide ongoing feedback, training, and performance assessments to ensure every CSM delivers a remarkable, consultative customer experience.Evaluate Success: Monitor essential customer success KPIs—net revenue retention, NPS, health scores, feature adoption, time-to-value—and leverage data to inform decisions and enhancements.Advocate for the Customer: Represent the voice of the customer in leadership discussions, championing their needs and ensuring Playground’s post-launch experience aligns with our mission and values.Qualifications3 to 5+ years of experience in Customer Success or related fields.Proven leadership experience managing a team.Exceptional communication and interpersonal skills.Strong analytical skills with a data-driven approach.Experience with CRM tools and customer success platforms.

Join superdial as a Senior Customer Success Manager, where you will be the key player for your assigned accounts, driving communication, nurturing relationships, and ensuring that every customer maximizes the value of our innovative platform. You will oversee customer interactions from start to finish, balancing proactive outreach with responsive support, while significantly contributing to the scalability of our Customer Success function.This role is an exciting mix of relationship management, analytical problem-solving, and process optimization. You will excel in this position if you possess a consultative mindset, can bring clarity to ambiguous situations, bridge the gap between technical and non-technical discussions, and transform complex challenges into straightforward, actionable strategies.About the Role:Own customer relationships: Conduct meetings autonomously, establish clear next steps, and build trust at all organizational levels of the client.Drive renewals and expansion: Identify churn risks, pursue upsell opportunities, and actively enhance net revenue retention (NRR).Act as the quarterback for your accounts: Collaborate with Product, Engineering, and Operations to ensure seamless execution and swift issue resolution.Bridge business and technical conversations: Grasp customer objectives, technical contexts, and constraints, translating effectively between stakeholders.Bring structure to unstructured environments: Develop repeatable processes and documentation to enhance predictability and scalability in customer management.Leverage data and insights: Employ a quantitative, analytical approach to uncover trends, risks, and opportunities within your portfolio.Collaborate cross-functionally: Work alongside internal teams to gather customer feedback, advocate for product enhancements, and improve overall experiences.Travel occasionally: Engage with customers or participate in industry events as required.What Success Looks LikeClients regard you as a trusted advisor who delivers results.Renewals and upsells contribute to flourishing account growth.You consistently maintain insight into customer health and engagement.The Customer Success team operates more effectively due to the structure and clarity you provide.

Join Dealpath as a Customer Success Manager and be a pivotal part of our dynamic team in New York City!In this role, you will be instrumental in guiding our customers to fully leverage Dealpath's capabilities, ensuring they achieve their business objectives with our platform.What You Will Be Doing:Engaging with customers to understand their business processes, establish success metrics, and develop a tailored customer journey.Providing training, onboarding, and ongoing support to facilitate customer adoption of Dealpath.Creating and delivering both virtual and in-person training sessions.Responding to customer inquiries via phone and email to resolve issues effectively.Contributing to the development of self-service documentation and video training resources.Collaborating across Dealpath's Sales, Marketing, and Product teams to communicate customer use cases and enhance product support.Maintaining the satisfaction, growth, and retention of a portfolio of customer accounts.Assisting the Customer Success team in refining processes and metrics to accelerate the growth of our function.