Wholesail

Customer Success Manager

• Operate as the CEO of your own book of accounts to drive financial results for your customers and for Wholesail
• Partner closely with Sales, Product and Onboarding teams to advise on customer priorities and drive long-term value
• Operate in an intellectually rigorous environment where new ideas and contributions are encouraged
• Leverage AI and cutting edge technologies
• Handle a complex book of accounts that integrate with various ERPs like Quickbooks, NetSuite, Entree and other vertical/broadline ERPs
• Lead executive-level conversations with Controllers, CFOs and operators
• Uncover root operational and accounting challenges through deep discovery
• Handle escalations independently with a clear point of view
• Identify churn risk early and create structured mitigation plans