Customer Success Manager, Accounting Solutions

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.

About DualEntryEstablished in 2024, DualEntry has rapidly emerged as a leader in the AI startup realm, transforming the landscape of financial technology.At DualEntry, we are pioneering the future of finance. The Enterprise Resource Planning (ERP) market is one of the largest in the fintech sector, valued over $220 billion. Despite this, numerous businesses still rely on outdated on-premise systems, with little innovation in over three decades.Our AI-driven ERP solution empowers accounting teams to enhance productivity and efficiency. From businesses generating $5 million in Annual Recurring Revenue (ARR) to those listed on the New York Stock Exchange, companies trust DualEntry to automate tedious manual data entry tasks. We are making the dream of a streamlined one-person finance team a reality, leaving behind the burdens of legacy ERPs from the 1990s.We operate with a sense of urgency and accountability, moving quickly to achieve our goals.Why This Role is CrucialIn just 18 months, we've secured over $100 million in funding from top-tier investors, including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, alongside contributions from more than 20 influential angel investors who have previously built and scaled successful companies.Our rapid growth is attributed to our commitment to excellence and a dedicated team comprised of talent from leading tech and accounting firms, including Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. Some team members may not have prestigious resumes but are eager for a chance to showcase their skills.As a small but rapidly expanding team, we invite you to join us at this exciting stage.This is a dynamic, hands-on position with complete ownership. We expect you to elevate standards and strive for excellence.Your Impact in This RoleThe Customer Success Management role at DualEntry combines elements of traditional account management, customer support, and ERP consulting.You will have the drive to establish a world-class Customer Success Management team from scratch within one of the most competitive and traditional B2B software industries - ERP.Develop and lead the Customer Success Management team: Recruit, mentor, and nurture high-performing Customer Success Managers; assess performance, create playbooks, and establish the necessary tools and infrastructure to scale CSM effectively.Own end-to-end account management results: Cultivate key customer relationships, implement success plans, and conduct regular check-ins based on customer needs.

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.

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.

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.

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 reliable support. Key responsibilities Lead projects aimed at increasing client satisfaction and making service delivery more efficient Serve as a primary contact for clients, addressing their needs and resolving issues quickly Develop strategies to create long-term partnerships and deliver consistent value to clients Location This role is based in New York City.

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.

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.

Founding Customer Success ManagerAI Frontdesk | New York City (5 days in-office) | Full-time | 2-5 years experienceJoin us in revolutionizing the AI landscape for America's 33 million small businesses. Our journey began with AI receptionists, and now we are pioneering the first comprehensive Customer Revenue Engine tailored for SMBs—transforming every interaction into actionable insights that fuel substantial revenue growth.Having achieved a remarkable 10x growth last year and consistently increasing our revenue by 20% month-over-month, we recently secured $3M in funding from Pear VC. With over 500 businesses leveraging Frontdesk and achieving a seven-figure ARR, our model is proven. While competitors target enterprise clients, we've identified a significant opportunity in the SMB sector, recognizing their unique needs for AI solutions.The RoleAs our inaugural Customer Success Manager based in the US, you will manage a portfolio of 100+ high-value accounts (over $1M in business), laying the groundwork for our global Customer Success organization. This unique player-coach position combines hands-on technical responsibilities with leadership duties—you will directly manage strategic accounts while guiding our Customer Success team in the Philippines, encompassing over 500 customers. You will report directly to the CEO, influencing the product roadmap, company strategy, and the future of our Customer Success organization.What You'll DoRetain & Expand over 100 mid-market/strategic accounts ($15K-$25K+ ACV), ensuring over 95% retention and identifying opportunities for expansion across our voice, chat, and lead capture products. Your performance will be rewarded with potential commission on sourced revenue.Configure complex, no-code technical setups, including Zapier automations and CRM integrations (HubSpot, Salesforce), streamlining the time-to-value from weeks to days.Monitor and optimize call logs, chat transcripts, and usage metrics daily to proactively address issues and uncover expansion opportunities.Lead global team performance by conducting weekly coaching sessions with the Philippines CSM team, developing scalable playbooks, and driving towards double conversion rates and over 95% CRM accuracy.Shape product direction by aggregating customer insights and reporting strategic opportunities directly to leadership.Build the Customer Success playbook from the ground up—documenting processes, establishing KPIs, and creating the foundation for scalable growth.

About DualEntryEstablished in 2024, DualEntry has quickly risen to become one of the fastest-growing AI startups globally.At DualEntry, we are pioneering the future of finance today. The ERP sector is one of the largest fintech markets, exceeding $220 billion. Despite this, countless businesses continue to rely on outdated on-premise systems, with no significant innovations in over three decades.Our AI-driven ERP empowers accounting teams to accomplish more in less time. From $5 million ARR companies to NYSE-listed firms, organizations trust DualEntry to eliminate manual data entry through automation. We are transforming the one-person finance team concept into a reality, allowing businesses to leave behind the burdens of legacy ERPs from the 1990s.We operate with a sense of urgency and ownership, moving swiftly to achieve our goals.Why This Role is CrucialIn just 18 months, we've secured over $100 million in funding from premier investors, including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with more than 20 angel investors who have previously built and exited some of the most significant companies of the last decade.Our rapid success can be attributed to our exceptional and dedicated team, recruited from top tech and accounting firms such as Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome those without high-profile resumes who are eager to demonstrate their capabilities.As a small team experiencing rapid growth, we invite you to join us at this pivotal moment.This role is intensive and hands-on, requiring full ownership of responsibilities. We expect you to strive for excellence and elevate our standards.Key Areas of ImpactThe Accounting Customer Success Management position at DualEntry blends traditional account management, customer support, and ERP consulting.Manage end-to-end account outcomes: Cultivate key customer relationships, implement success plans, and lead regular check-ins based on customer tiers that you develop.Drive ERP adoption and expansion: Provide and systematize training sessions, enhance customer workflows (particularly during month-end close), and pursue upsell/cross-sell opportunities.Act as the primary escalation point: Address critical issues for high-tier accounts post-go-live; this role requires hands-on leadership.Streamline customer support: Develop and continually refine standard operating procedures (SOPs) and best practices for efficiency.

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.

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.

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.

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.

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 EliseAIAt EliseAI, we're transforming essential industries such as housing and healthcare. We understand that finding a home and accessing quality healthcare can be challenging. By seamlessly integrating AI agents into existing workflows, we enhance efficiency, lower costs, and elevate the overall experience for all stakeholders.Housing: We simplify the rental process by streamlining apartment tours, lease signings, maintenance requests, and communication with property teams, consolidating everything renters need into one platform.Healthcare: We facilitate appointment scheduling, intake form completions, and patient-provider communications, allowing everyone to focus on health rather than paperwork.With EliseAI, organizations can minimize manual tasks, enhance accessibility, and provide a seamless experience across critical services. Recently, we secured a $250 million Series E funding round led by Andreessen Horowitz to expedite our mission.About The RoleEliseAI is on the lookout for a Scaled Customer Success Manager who will optimize and enhance customer engagement through innovative technology and data-driven strategies. In this pivotal role, you'll manage a substantial portfolio of accounts, utilizing tools such as PlanHat, Salesforce, Zendesk, and Gong to ensure customer success. You'll be responsible for nurturing strong relationships through scalable engagement tactics while conducting essential touchpoints like business reviews and strategic discussions.Your contributions will ensure that customers derive maximum value from EliseAI’s offerings, blending automation with personal interaction to create outstanding experiences.Key ResponsibilitiesProactively manage a diverse portfolio of accounts, strategically balancing automation and personal engagement to enhance adoption, retention, and overall satisfaction.Utilize platforms like PlanHat, Salesforce, Zendesk, and Gong to assess customer health, automate workflows, and monitor success metrics. Familiarity with at least one of these tools is essential.Coordinate and lead critical customer meetings, including Quarterly Business Reviews (QBRs), to foster strong partnerships.

Enterprise Account ManagerCognition is an innovative applied AI laboratory dedicated to developing cutting-edge end-to-end software agents.We are the creators of Devin, the pioneering AI software engineer. Our mission is to build collaborative AI partners that allow engineers to concentrate on more complex challenges and enable engineering teams to pursue ambitious objectives.Our team is compact yet exceptionally skilled, comprising world-class competitive programmers, former entrepreneurs, and leaders from industry frontrunners in AI such as Scale AI, Cursor, Waymo, Tesla, Lunchclub, Modal, Google DeepMind, and Nuro.While developing Devin is just the beginning, we face even greater challenges ahead. If you are passionate about tackling significant global issues and creating AI solutions that can reason through real-world tasks, we invite you to apply.

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.

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.