Customer Success Manager – Mid Market
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Customer Success Manager helping accounting firms maximize value from Karbon’s AI-powered practice-management platform. Owning renewals, customer health, retention, and expansion.
Responsibilities:
- Create and own a quarterly success strategy for the customer portfolio
- Identify churn risks and opportunities to maximize revenue with healthy accounts
- Build strong customer relationships and understand customer challenges
- Provide consultative advice and drive value with Karbon
- Scope and lead successful projects to drive change
- Manage upcoming customer renewals
- Stay up to date with the product roadmap
- Promote, demonstrate, and communicate upcoming features to customers
- Monitor customer health and usage metrics proactively
- Advocate for customers internally
- Provide customer insights to Product, Sales, and Support
- Drive retention and expansion, typically reported as Net Growth or NDR
Requirements:
- Physically based in the US/Canada
- Confident working autonomously in a remote role
- Willing to travel occasionally to customers' offices for site visits and events, approximately 5–10% of the time
- Experience in a B2B SaaS enablement role (Success, Services, Consulting, Training, Account Management) with a track record of success
- Subject matter expertise in the accountancy software market (preferable)
- Strategic thinker comfortable carrying a target
- Great relationship-building skills
- Excellent communication and presentation skills
- Effective project management skills, including the ability to manage resources on a cross-functional team
Benefits:
- Paid Flexible Time Off with an encouraged 3 weeks use per year
- Company paid medical for you and eligible spouse/partner and dependents
- Company paid dental and vision and eligible spouse/partner and dependents
- Fully company funded short and long term disability
- Fully company paid life insurance
- 401(k) with company matching
- Flexible Spending Account
- Up to 8 weeks paid parental leave
- Work-from-home stipend
- Work with (and learn from) an experienced, high-performing team
- A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback
- Promotion opportunities for high performers from within
Similar Jobs
Customer Success Manager, Paid Social Media Buyer – Social Media Marketing Experience
Customer Success Manager für DatAds, eine SaaS-Plattform für AI-gestütztes Ad-Creative- und Performance-Marketing. Betreuung von eCommerce- und Agenturkunden sowie Beratung zu Paid-Social-Kampagnen.
Onboarding Analyst, Customer Success
Onboarding Analyst coordinating SaaS customer implementations for Doxel’s AI construction platform. Tracking dependencies, files, risks, and cross-functional deliverables across concurrent onboardings.
Customer Success Manager, SMB
Customer Success Manager guiding U.S. contractors through CompanyCam’s photo documentation and productivity app adoption. Driving retention, renewals, engagement, and expansion across customer accounts.
Customer Success Specialist
Customer Success Manager für No Isolations AV1-Bildungsroboter im deutschen Bildungssystem. Schulen, Kommunen und Bildungsbehörden bei Einführung, Nutzung und Wirkung von AV1 unterstützen.
Senior CRM Manager – Lifecycle, Retention
Senior CRM Manager building lifecycle CRM, retention, and upsell systems for M-KOPA’s financial inclusion platform. Scaling customer growth programmes across African markets.
Senior CRM Manager – Lifecycle & Retention
Senior CRM Manager building automated lifecycle journeys, experiments, and upsell systems for M-KOPA’s financial inclusion products across Africa. Driving retention, repayment, and customer lifetime value.
Lead Customer Success Representative
Customer Success lead managing customer adoption, health, renewals, and retention for Honeywell Building Automation. Coordinating customer lifecycle execution across Support, Services, and Sales teams.
Analista de Customer Success, BI – Datacenter
Analista remoto de Customer Success e BI para Datacenter na F2F, agência que conecta dados, conteúdo e performance. Onboarding de clientes, configurações, reports e gestão de melhorias.
Associate Clinical Specialist, CRM
Field-based Associate Clinical Specialist supporting Abbott’s cardiac rhythm management products. Providing clinical, technical, educational, and sales support to healthcare professionals and representatives.
CRM Manager
CRM Manager optimizing Optimove-based lifecycle marketing for Scientific Games’ lottery, sports betting, and iLottery businesses. Driving player engagement, retention, personalization, and jurisdiction ROI.
Manager, CRM Operations
CRM Operations Manager leading Salesforce campaigns, journeys, deliverability, and SMS enablement. Supporting Taxwell’s digital tax filing software brands through scalable customer communications.
Customer Success Operations Manager
Customer Success Operations Manager building dashboards, playbooks, and automations for Noma Security’s AI security and governance platform. Supporting renewals and scalable post-sales operations.
Client Experience Manager
PBM Client Experience Manager supporting pharmacy benefit accounts, claims, eligibility, and implementations at CVS Health. Driving revenue growth, member retention, and financial objectives.
Senior Client Success Manager
Senior Client Success Manager guiding enterprise travel clients through legacy technology migrations onto Navan. Driving adoption, retention, executive relationships, and customer value.
Junior Customer Success Analyst – Adoption
Analista júnior de Customer Success impulsionando adoção e engajamento de clientes nas soluções da RD Station. Gestão orientada a dados, redução de churn e identificação de oportunidades de expansão.
Customer Success Manager
Customer Success Manager expanding No Isolation’s AV1 educational technology across German schools. Supporting educators, municipalities, and authorities in reducing school absenteeism.
Data Administrator – CRM, Client Data
Data Administrator maintaining Salesforce CRM data for a hospitality and automotive performance technology company. Ensuring accurate imports, deduplication, reconciliation, and scalable data quality workflows.
Customer Success Consultant – Hospitality
Customer Success Consultant helping hotels improve frontline execution, adoption, revenue, and retention through FPG’s IN-Gauge technology. Advising General Managers and property leaders across assigned portfolios.
Customer Success Manager
Customer Success Manager owning strategic UAE enterprise accounts for Cohere, a security-first enterprise AI company. Guiding secure AI adoption, implementation, renewals, and regional customer advocacy.
Digital Program Manager, Customer Success
Digital Customer Success program manager building health scoring, automation, and renewal workflows. Supporting Uniguest’s managed customer-facing technology solutions across hospitality, senior living, retail, education, and corporate sectors.