Crunchafi

Enterprise Client Success Manager

Crunchafi

full-time

Posted on:

Location Type: Hybrid

Location: Wisconsin • United States

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About the role

  • 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

Requirements

  • 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
Benefits
  • Competitive salary
  • health, dental and vision insurance plans
  • Flexible time off
  • 401K retirement savings plans for US-based employees, with 3% employer match
  • Incentive Equity Plan
  • Professional development opportunities
  • Dynamic and collaborative work environment with opportunities for growth
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Customer SuccessAccount ManagementSaaS adoption metricshealth scoringaccount planning
Soft Skills
relationship-buildingcommunicationdiscoverystrategic planningrisk mitigationmulti-tasking