Customer Success Manager

Ledge

Customer Success Manager ensuring customer onboarding and health at Ledge, an AI-driven finance tool. Engage with senior finance professionals to drive successful implementation and retention.

Posted 7/8/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the customer onboarding lifecycle, including ERP integrations and API connectivity, while maintaining strong relationships with B2B SaaS clients. Excels in communication and organizational skills to effectively lead technical sessions and quarterly business reviews.

Highest-signal resume keywords

Customer Onboarding ManagementERP IntegrationAPI ConnectivityB2B SaaS ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingERP IntegrationAPI ConnectivityTechnical ConfigurationClose Checklist Configuration

Soft Skills

Organizational SkillsVerbal CommunicationWritten Communication

Industry Keywords

B2B SaaSCustomer Relationship ManagementQuarterly Business ReviewsHealth Signals MonitoringCustomer Feature Requests

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own customer onboarding lifecycle from signed contract to first successful close
Lead structured kickoff calls and technical configuration sessions
Coordinate closely with Engineering team on ERP integration
Configure customer's close checklist and related elements
Build and demonstrate AI agents with customers
Maintain structured cadence with each account
Monitor health signals and proactively identify at-risk accounts
Lead quarterly business reviews with customer champions
Own customer relationship through renewal discussions
Document and escalate customer feature requests

Requirements

What you’ll need

5-6 years of total professional experience
Meaningful portion in a customer-facing role at a B2B SaaS company
Track record of owning complex customer onboardings
Ability to hold a conversation with a Controller or CFO
Comfortable navigating ERP integrations and API connectivity
Excellent written and verbal communication
Strong organizational rigor
Comfort operating in an early-stage environment

Benefits

Comp & perks

Four-day in-office expectation
Reasonable flexibility