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About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 3-5+ years in SaaS in a technically complex environment
- Background as a:
- Customer Success Manager/Account Manager handling high-value customers
- Customer Success or Solutions Engineer
- Strong business acumen; comfortable with Controllers, CFOs, CEOs, & Operators
- Clear, structured communication (written and verbal)
- Comfort discussing technical subjects internally & externally
- History of increasing responsibility or fast growth
- Bonus: Experience with ERPs, Product Integrations, Accounting Concepts
Benefits
Comp & perks- Work with experienced tech startup founders and a customer-centric team
- Competitive compensation
- Meaningful Equity - Participate in the upside of building a successful company
- Medical, dental, vision, short-term disability insurance and 401K.
- $100 per month phone stipend
- $50 reimbursable monthly expense for work-from-home internet.
- $500 reimbursable towards a work-from-home office setup.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SaaSAIERPQuickbooksNetSuiteEntreeProduct IntegrationsAccounting Concepts
Soft Skills
business acumenstructured communicationproblem-solvingindependent handling of escalationsinterpersonal skills