Customer Success Manager, HVA - Audit
About The Position
As a Customer Success Manager , you will own the post-sale relationship for a portfolio of customers, ensuring they achieve measurable value and remain engaged throughout their lifecycle. You’ll drive product adoption, monitor customer health, and proactively mitigate churn risks. This role requires strong collaboration with internal teams to support renewals, identify upsell opportunities, and deliver a seamless customer experience. About the Role In the role of C ustomer Success Manager, you will: Manage post-sale relationships for a portfolio of accounts. Drive product adoption, usage, and customer satisfaction. Monitor customer health and address risks before they escalate. Collaborate with Account Specialists on renewals and upsell opportunities. Conduct regular check-ins and business reviews to align on goals and outcomes. Leverage data and insights to prioritize outreach and inform engagement strategies. Maintain CRM and Customer Success tools for visibility and accountability. Contribute to process improvements and internal initiatives that enhance the CS function.
Requirements
- Bachelor’s degree in Business, Marketing, Communication, or related field (or equivalent experience).
- 2-4 years of public accounting (audit/assurance) experience
- Previous Customer Success experience, or similar role within a SaaS company
- Strong relationship-building and communication skills.
- Customer-centric mindset with a focus on delivering value.
- Ability to manage a portfolio of accounts with varying needs.
- Proficiency in CRM and Customer Success platforms.
- Organized, proactive, and comfortable working cross-functionally.
Responsibilities
- Manage post-sale relationships for a portfolio of accounts.
- Drive product adoption, usage, and customer satisfaction.
- Monitor customer health and address risks before they escalate.
- Collaborate with Account Specialists on renewals and upsell opportunities.
- Conduct regular check-ins and business reviews to align on goals and outcomes.
- Leverage data and insights to prioritize outreach and inform engagement strategies.
- Maintain CRM and Customer Success tools for visibility and accountability.
- Contribute to process improvements and internal initiatives that enhance the CS function.
Benefits
- Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
- Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
- Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
- Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
- Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
- Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
- Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency.
- comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave.
- optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
