Role Overview
We are looking for a Senior Customer Success Manager to own and grow relationships with our Large Enterprise clients. This role is highly strategic and relationship-driven, focused on helping large CPA firms and enterprise customers successfully adopt Crunchafi’s products while identifying opportunities for growth, expansion, and deeper partnership.
You’ll work closely with an Account Executive, managing account health, renewals, expansions, and long-term success across a complex book of business.
What You’ll Do
- Own post-sale relationships for a portfolio of Large Enterprise accounts, including top-tier CPA firms
- Serve as a trusted advisor to partners, senior managers, and operational leaders at client firms
- Drive adoption and usage across Crunchafi products, including Lease Accounting and Data Extraction
- Lead strategic account planning, including renewal preparation, expansion identification, and risk mitigation
- Partner closely with AEs to support renewals, upsells, cross-sells, and net-new expansion opportunities
- Conduct regular business reviews and executive-level conversations
- Coordinate onboarding, training, and enablement across multiple service lines and stakeholders
- Identify early warning signs of risk and proactively address them
- Provide client feedback to Product, Sales, and Leadership to influence roadmap and go-to-market strategy
What We’re Looking For
- 5+ years of experience in Customer Success, Account Management, or similar client-facing roles
- Experience working with large, complex, or enterprise customers
- Strong understanding of accounting, audit, or advisory workflows; CPA firm experience is a major plus
- Comfort navigating senior stakeholders and executive-level conversations
- Ability to manage multiple initiatives, priorities, and relationships simultaneously
- Strong discovery, communication, and relationship-building skills
- Experience partnering with Sales on renewals and expansion efforts
- Familiarity with SaaS adoption metrics, health scoring, and account planning
Nice to Have
- Background in accounting technology, audit software, or fintech
- Experience supporting CPA firms or professional services organizations
- Exposure to lease accounting standards or audit data workflows
- Experience working in a pod-based or shared-ownership sales model
Why Crunchafi
- Remote work-from-home environment
- Competitive salary, health, dental and vision insurance plans
- 401K retirement savings plans for US-based employees, with 3% employer match
- Professional development opportunities
- Dynamic and collaborative work environment with opportunities for growth