Senior Customer Success Manager

Karbon

Senior Customer Success Manager at Karbon managing a portfolio of accounting firms. Driving retention, expansion, and value realization in a global B2B SaaS environment.

Posted 6/9/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $90,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

Drive measurable value realization within the first 90 days post-sale, aligning onboarding outcomes to defined business KPIs.
Own renewal and expansion strategy for your portfolio, including proactive identification of cross-sell and upsell opportunities (including Billing & Payments).
Drive Net Revenue Retention by increasing product adoption depth, seat expansion, and multi-threaded engagement.
Build and manage an accurate renewal forecast 90–120 days in advance.
Develop multi-threaded relationships across decision-makers, economic buyers, and operational leaders.
Enable internal champions with structured success plans, ROI articulation, and executive-ready materials.
Develop deep domain fluency in accounting firm operations and translate Karbon capabilities into strategic business outcomes.
Operate as a trusted advisor, diagnosing root causes of workflow inefficiencies and aligning product capabilities to measurable firm-level improvements.
Create and maintain structured Success Plans tied to customer KPIs and long-term growth objectives.
Conduct executive-level business reviews to measure progress and unlock next best actions.
Proactively identify churn indicators through behavioral data, health metrics, and qualitative insight.
Develop structured save plans with clear ROI articulation and executive alignment when risk emerges.
Contribute to scalable retention methodologies as Karbon grows.
Partner with Sales to support expansion strategy and complex renewal negotiations where needed.
Collaborate with Implementation, Support, and Education teams to ensure seamless customer experience across the lifecycle.
Translate customer insights into structured, data-backed feedback for Product and Engineering, influencing roadmap priorities.
Collaborate with Marketing to inform industry-specific messaging and thought leadership grounded in real customer outcomes.
Drive cross-functional alignment to remove friction and deliver measurable customer outcomes.
Leverage AI-driven tools and usage analytics to identify expansion opportunities, risk signals, and productivity gains.
Operate in a metrics-rich environment, using dashboards and insights to prioritize next best actions across your portfolio.

Requirements

What you’ll need

Based in the US or Canada and experienced working within distributed, global teams.
7+ years of experience in B2B SaaS, ideally within accounting or professional services software.
Proven track record of owning renewals and driving measurable expansion revenue within complex accounts.
Strong executive communication skills with the ability to influence firm leaders and articulate ROI clearly and confidently.
Demonstrated ability to manage a portfolio with commercial rigor, strategic depth, and disciplined prioritization.
Proficiency with CRM, Customer Success platforms, forecasting tools, and analytics systems.
Comfortable operating in a data-driven environment.
Strong program management capability across cross-functional stakeholders.
Willingness to travel periodically for strategic customer engagements and industry events.

Benefits

Comp & perks

Paid Flexible Time Off with an encouraged 3 weeks use per year
Company paid medical for you and eligible spouse/partner and dependents
Company paid dental and vision and eligible spouse/partner and dependents
Fully company funded short and long term disability
Fully company paid life insurance
401(k) with company matching
Flexible Spending Account
Up to 8 weeks paid parental leave
Work-from-home stipend

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

B2B SaaSrenewal strategycross-sellupsellcustomer KPIsROI articulationworkflow inefficienciesdata-driven environmentprogram managementforecasting

Soft Skills

executive communicationinfluencestrategic depthdisciplined prioritizationrelationship buildingcollaborationtrust advisorproblem diagnosiscustomer engagementcross-functional alignment