Customer Success Manager II

AvidXchange•Charlotte, NC

23h•Hybrid

About The Position

The Customer Success Manager II manages a portfolio of medium-sized customers, acting as a trusted advisor and strategic partner. This role drives customer adoption, retention, and expansion while proactively identifying opportunities to deliver value and influence product strategy. The CSM II collaborates closely with cross-functional teams to implement solutions and ensure a seamless customer experience.

Requirements

Excellent communication, interpersonal, and relationship-building skills with a customer-first mindset
Strong strategic thinking, problem-solving, and analytical skills
Proficiency in CRM and customer success platforms (e.g., Gainsight) and familiarity with success metrics
Experience managing multiple accounts and priorities in a fast-paced environment
Minimum 3–5 years of experience in customer success, account management, or a related field
Ability to influence internal teams and drive cross-functional alignment to deliver customer value
Enthusiasm for technology and commitment to continuous learning about products and solutions

Responsibilities

Act as the primary point of contact for a portfolio of key customers, building long-term, strategic relationships
Guide customers through onboarding, adoption, renewal, and expansion, ensuring alignment with their goals and objectives
Conduct business reviews, health checks, and strategic discussions to monitor satisfaction, product utilization, and adoption trends
Serve as a customer advocate internally, collaborating with Product, Support, Onboarding, and other teams to address feedback and implement solutions
Monitor customer health metrics and proactively identify risks, designing retention strategies and interventions
Identify opportunities for account growth, including upselling, cross-selling, and driving expansion initiatives
Deliver advanced product training, thought leadership, and best practices to help customers achieve outcomes and maximize ROI
Analyze trends, adoption patterns, and feedback to provide insights and recommendations to leadership and product teams
Maintain accurate records of interactions, updates, and outcomes in CRM and customer success platforms

Benefits

18 days PTO
11 Holidays (8 company recognized & 3 floating holidays)
16 hours per year of paid Volunteer Time Off (VTO)
Competitive Healthcare
High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage
100% AvidXchange paid Dental Base Plan Coverage
100% AvidXchange paid Life Insurance
100% AvidXchange paid Long-Term Disability
100% AvidXchange paid Short-Term Disability
Employee Assistance Program (EAP) - Provides counseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
Parental Leave: 8 weeks 100% paid by AvidXchange
Discounts on Pet, Home, and Auto insurance
WeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers
Perks at Work: free discount program that provides teammates the opportunity to save on items from electronics, movie tickets, car buying, vacations, and more
Onsite gym fitness center, yoga studio, and basketball court
Tuition Reimbursement up to the federal maximum of $5,250
Hybrid Workplace Flexibility
Free parking