Experienced Customer Success Manager – Driving Growth and Delivering Value to Global Clients in the Accounting and Financial Services Industry

Welcome to blithequark blithequark is the global leader in practice management software for growth-minded accounting firms, providing an award-winning, highly collaborative cloud platform that streamlines work and communication. Our innovative solutions enable the average accounting firm using blithequark to save 18.5 hours per week, per employee, resulting in increased productivity and efficiency. With customers in 34 countries and a globally distributed team, we are well-funded, ranked #1 on G2, and have a fantastic team culture built on our values. We are growing rapidly and making a global impact in the accounting and financial services industry. About the Role Are you a driven and results-oriented professional who enjoys taking ownership of customer relationships and driving growth? Are you motivated by solving customer challenges and ensuring their success? Do you take pride in helping customers achieve their goals, all while seeking out opportunities to continuously deliver value? As a Customer Success Manager at blithequark, you will be responsible for your own portfolio of customers, becoming an expert in practice management best practices and providing consultative advice to help customers achieve success. Key Responsibilities Develop and own a quarterly success strategy for your portfolio of customers, focusing on identifying churn risks and maximizing revenue from healthy accounts. Build strong, empathetic relationships with your customers, understanding their challenges and driving value through blithequark’s solutions. Become a subject matter expert in our Invoicing & Payments product, and lead customers through adoption and training. Proactively promote adoption to targeted customers. Manage customer renewals and ensure customer retention, identifying opportunities to upsell and cross-sell blithequark’s products and services. Stay up-to-date with blithequark’s Product Roadmap, and promote, demo, and relay upcoming features to customers, providing feedback and insights to inform product development. Monitor customer health and usage metrics, acting proactively to address any issues and identify opportunities for growth and improvement. Advocate for your customers internally, providing valuable feedback to departments like Product, Sales, and Support, and collaborating with cross-functional teams to drive customer success. Key performance metrics will include Retention and Expansion, typically reported as Net Revenue Retention (NRR) or Net Growth, and you will be responsible for meeting and exceeding these targets. About You To be successful in this role, you will have: Experience in a B2B SaaS role (Customer Success, Account Management, Consulting, or Training) with a proven track record of success, preferably in the accounting or financial services industry. Knowledge of the accountancy software market (ideal but not essential), with a strong understanding of the challenges and opportunities facing accounting firms. A strategic thinker with a results-driven mindset, and comfortable working with targets and metrics to drive customer success. Strong relationship-building skills and a passion for delivering value to customers, with excellent communication and presentation skills. Tenacious – constantly looking for new ways to better serve your customers, whether by providing useful information or sharing best practices. Curious – eager to learn how top accounting firms operate and sharing those insights in a consultative manner. Strong project management skills and experience working with cross-functional teams, with the ability to prioritize tasks and manage multiple projects simultaneously. Essential Qualifications In addition to the above, you will have: A bachelor’s degree in a relevant field (e.g., business, accounting, finance), or equivalent experience. Excellent written and verbal communication skills, with the ability to communicate complex ideas and concepts to customers and stakeholders. Strong analytical and problem-solving skills, with the ability to analyze data and metrics to inform customer success strategies. Experience working with CRM software and other customer success tools, with the ability to learn and adapt to new technologies. Preferred Qualifications While not essential, the following qualifications are preferred: Experience working in a fast-paced, dynamic environment, with a strong ability to adapt to changing priorities and deadlines. Knowledge of accounting principles and practices, with a strong understanding of the accounting industry and its challenges. Experience working with cross-functional teams, including sales, marketing, and product development. Certifications or training in customer success, account management, or a related field. Skills and Competencies To be successful in this role, you will have a range of skills and competencies, including: Strong communication and interpersonal skills, with the ability to build relationships with customers and stakeholders. Excellent problem-solving and analytical skills, with the ability to analyze data and metrics to inform customer success strategies. Strong project management skills, with the ability to prioritize tasks and manage multiple projects simultaneously. Ability to work in a fast-paced, dynamic environment, with a strong ability to adapt to changing priorities and deadlines. Strong business acumen, with a strong understanding of the accounting industry and its challenges. Career Growth Opportunities and Learning Benefits At blithequark, we are committed to the growth and development of our employees, and we offer a range of career growth opportunities and learning benefits, including: Professional development opportunities, including training and certifications in customer success, account management, and related fields. Mentorship and coaching from experienced professionals in the industry. Opportunities to work on cross-functional teams and collaborate with other departments, including sales, marketing, and product development. A strong focus on promoting high performers from within, with opportunities for advancement and career growth. Work Environment and Company Culture At blithequark, we have a fantastic team culture built on our values, and we offer a range of benefits and perks to support our employees, including: A collaborative, diverse, and inclusive team that values continuous development and feedback. Paid flexible time off and a strong work-life balance, with the ability to work remotely and flexibly. Generous parental leave policies and a range of other benefits to support our employees and their families. Home office equipment and a flexible working environment, with the ability to work from anywhere and at any time. Compensation, Perks, and Benefits We offer a competitive salary and benefits package, including: A salary range of $80,000 - $110,000 per year, depending on experience and qualifications. A range of benefits, including health, dental, and vision insurance, 401(k) matching, and paid time off. Opportunities for bonuses and commissions, based on performance and achievement of targets. A range of perks and benefits, including home office equipment, flexible working hours, and a collaborative and dynamic work environment. Conclusion If you are a driven and results-oriented professional who is passionate about delivering value to customers and driving growth, we encourage you to apply for this exciting opportunity to join our team as a Customer Success Manager. With a range of benefits and perks, including professional development opportunities, a collaborative and dynamic work environment, and a competitive salary and benefits package, this is a unique opportunity to join a rapidly growing company and make a real impact in the accounting and financial services industry. Don’t miss out – apply today to join our team and start your journey with blithequark!