Enterprise Accounting Success Manager

Overview

The Enterprise Accounting Success Manager (ASM) role is a senior customer-facing position supporting the Enterprise customer base in a Close Management solution. The ASM team acts as strategic advisors, leveraging deep product knowledge to close adoption gaps, resolve complex challenges, and drive long-term customer value to increase net revenue growth.

This advanced role requires technical expertise and independent judgment. Enterprise ASMs manage a portfolio of complex customers with minimal oversight and are accountable for successful customer outcomes. The role collaborates closely with Enterprise Account Executives and Account Management teams.

Candidates should have a strong background in professional accounting or audit to effectively address accounting-specific questions and scenarios during the post-implementation phase, maximizing adoption and enhancing the overall customer experience.

This is a remote position; however, candidates must be located in the Bay Area and will be required to travel to customers within the territory.

• Visa sponsorship is not available for this role.

Responsibilities

• Deliver excellent customer service by identifying client pain points and consulting on best practices to help clients achieve financial transformation goals within the assigned book of business.
• Identify opportunities to increase product adoption and optimize accounts to maintain high customer retention and drive expansion.
• Maintain deep product expertise and communicate relevant product releases and roadmap enhancements to customers.
• Collaborate with internal teams including Account Management, Sales, Compliance ASMs, Implementation, Support, Product/Engineering, and Marketing to share client insights.
• Build and nurture long-term relationships with key stakeholders, including conducting Business Reviews alongside Account Management and Account Executives.
• Lead virtual and in-person executive client meetings to expand footprint, foster end-user adoption, mitigate churn, and increase expansion.
• Serve as the voice of the customer to inform product roadmap development by understanding unique customer needs.
• Partner with Account Management and Account Executives to maintain high gross retention rates and expand the pipeline within accounts.
• Apply strategic thinking to analyze complex client scenarios, identify root causes, and execute comprehensive remediation plans.
• Develop referenceable customers at both product and user levels.
• Forecast and track key account metrics such as churn, net revenue retention, and product adoption.
• Mentor new ASM team members through shadowing, coaching, and knowledge sharing.
• Perform additional tasks as assigned to support organizational goals.

Requirements

• Minimum 5 years of experience in accounting, consulting, audit, accounting advisory, or equivalent customer success roles.
• Bachelor’s degree in Business Administration, Accounting, Finance, or related fields.
• Experience working with or for enterprise companies.
• Strong accounting fundamentals with hands-on experience in close, reconciliation, and financial reporting processes.
• Excellent organizational skills with the ability to prioritize competing demands.
• Clear and confident communication skills with both accounting and non-accounting stakeholders.
• High level of ownership and accountability for execution quality and customer experience.
• Ability to travel up to 30%.

Preferred Qualifications

• Prior Customer Success or Account Management experience working with corporate and enterprise clients.
• CPA or related professional accounting certification.
• Experience with close management tools.

Compensation & Benefits

• Base salary range: $96,000 - $144,000.
• Eligible for up to a 20% annual bonus, paid quarterly.
• Comprehensive benefits package including Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation, and participation in an Employee Stock Program.
• Compensation and benefits are subject to change at the employer's discretion.

Location

• Remote position requiring candidates to be located in the Bay Area.
• Travel to customer locations within the territory is required.

Additional Information

• Visa sponsorship is not available for this position.
• The employer is committed to fair and unbiased recruitment practices and is an equal opportunity employer.
• Artificial intelligence tools may be used to support parts of the hiring process, but final hiring decisions are made by humans.