Silverfin

Customer Success Manager

• Driving customer success and growth: Develop and implement customer success strategies that drive adoption, satisfaction, and retention among our largest customers.
• Contributing to cross-functional initiatives: Contribute to project-based topics related to marketing and product on an ad-hoc basis.
• Championing the voice of the customer: Communicate customer needs, challenges, and successes to internal teams, working closely with Product to share feedback and with Marketing to help create impactful customer-facing content.
• Building scalable processes: Identify trends, develop best practices, and help establish scalable processes.
• Deliver measurable value to your customers: Your portfolio of large and strategic accounts consistently achieves high product adoption, strong satisfaction/health scores, and renewals in line with company goals.
• Act as a trusted advisor: Customers see you as a partner who understands their business, proactively identifies opportunities, and helps them realise measurable outcomes through Silverfin.
• Contribute to key initiatives: You take ownership of project-based or domain-specific topics (e.g. Personal Income Tax) that enhance our processes, knowledge base, or customer experience.
• Strengthen internal collaboration: You’re a reliable link between Customer Success, Product, and other teams, ensuring customer insights directly influence product improvements and go-to-market strategies.
• Champion scalable success: You identify trends, propose improvements, and help implement playbooks or tools that make the CSM function more efficient and impactful.
• Lead with accountability and autonomy: You take ownership of outcomes, manage your priorities effectively, and deliver results without constant direction.
• Contribute to our culture: You embody a growth mindset, support your peers, and help foster a team environment built on trust, curiosity, and continuous improvement.

Account Executive

• Help stakeholders to understand the power of the Silverfin platform and how it can enable greater profitability with a firm's practices
• Using your extensive experience to build relationships across the stakeholder map, from users, advocates, partners and the C-suite
• Prepare thorough customer situation workshops, demonstrations and solution presentations in collaboration with Solution Architect
• Build and maintain an opportunity pipeline that will deliver on and over target quota performance
• Understand your pipeline deeply to ensure high forecasting accuracy through salesforce and converse in detail about the content of forecast
• Develop and maintain strategic account plans for each named network
• Provide feedback on global trends, holistically and locally, including competitors, regulations, customer needs, product, sales and marketing, supporting collaboration with Silverfin stakeholders
• Working in a fast-paced, fast growth scale up environment where you are a fundamental part of our evolution
• Participate in global accounting network events to build pipeline and relationships

Customer Success Manager

Account Executive – Global