Customer Success Manager
New
W
WholesailFintech, Enterprise Software
Remote (US)Full-TimeManager
Salary not disclosed
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Job Details
- Experience
- 3-5+ years
- Required Skills
- Artificial IntelligenceNetSuiteQuickBooks
Requirements
- 3-5+ years in SaaS in a technically complex environment
- Background as a Customer Success Manager/Account Manager handling high-value customers
- Background as a Customer Success or Solutions Engineer
- Strong business acumen; comfortable with Controllers, CFOs, CEOs, & Operators
- Clear, structured communication (written and verbal)
- Comfort discussing technical subjects internally & externally
- History of increasing responsibility or fast growth
- Experience with ERPs
- Experience with Product Integrations
- Experience with Accounting Concepts
Responsibilities
- Operate as the CEO of your own book of accounts to drive financial results for your customers and for Wholesail
- Partner closely with Sales, Product and Onboarding teams to advise on customer priorities and drive long-term value
- Operate in an intellectually rigorous environment where new ideas and contributions are encouraged
- Leverage AI and cutting edge technologies
- Handle a complex book of accounts that integrate with various ERPs like Quickbooks, NetSuite, Entree and other vertical/broadline ERPs
- Lead executive-level conversations with Controllers, CFOs and operators
- Uncover root operational and accounting challenges through deep discovery
- Handle escalations independently with a clear point of view
- Identify churn risk early and create structured mitigation plans
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