Profit Isle Hiring for Customer Success Manager Job at Cambridge, MA Full Time

The Customer Success Manager is responsible for all aspects of the business engagement for new and existing Profit Isle clients. The role combines business/financial analysis with customer relationship management. The Customer Success Manager works to ensure clients are extracting maximum value from the solution, utilizing Profit Isle information throughout the organization, renewing their annual subscriptions, and adding new modules where appropriate. The Customer Success Manager is responsible for client advocacy and feedback into product teams to ensure new features and modules are supporting client needs and requests.

Responsibilities include:

• Establish and maintain client relationships with senior management (FP&A, IT, Strategy, etc.)
• Conduct regular business check-ins and larger quarterly reviews
• Review client financial strategies and systems, providing recommended solution configurations
• Engage with cross-functional client stakeholders to understand business processes and systems sufficiently to drive the configuration and adoption of the solution
• Translate client business requirements to data engineering and product management
• Monitor client engagement, working with client stakeholders to increase solutions usage and adoption

Personal Attributes:

• Strong spoken and written communication and active listening skills
• Strong presentation skills to convey complex concepts to technical and non-technical audiences
• Confidence in reading and interpreting financial statements and general ledger
• Ability to analyze numbers, including strong Excel skills
• Passion for problem solving, process improvement as well as personal development
• Able to work with deadlines and learn quickly in a fast-paced, entrepreneurial environment
• Able to work cross-functionally and influence appropriately, at all levels of management
• Can work effectively in a team setting, building collaborative relationships

Education and Experience:

Undergraduate degree is required, graduate preferred.

Job Type: Full-time

Pay: $70,000.00 – $90,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor’s (Required)

Experience:

• SaaS: 1 year (Preferred)
• Finance & Accounting: 1 year (Preferred)
• Financial Analysts: 1 year (Preferred)
• Customer relationship management: 2 years (Preferred)

Willingness to travel:

• 25% (Preferred)

Work Location: One location