Enterprise Client Success Manager

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2d•Remote

About The Position

Crunchafi (formerly LeaseCrunch) is revolutionizing the world of accounting with easy-to-use, cloud-based solutions designed to simplify complex financial data management. Our products empower CPA firms and financial professionals by streamlining lease accounting, data extraction, and cash flow forecasting, helping them deliver strategic value faster and more efficiently. Trusted by over 750 firms and more than 27,000 companies, Crunchafi combines cutting-edge technology with expert support to power the future of accounting. Crunchafi is made up of passionate, forward-thinking professionals committed to transforming the accounting industry. Our team is dedicated to providing innovative solutions that simplify accounting processes and provide actionable financial insights. We value collaboration, creativity, humor, and a shared vision of improving the accounting profession through technology. We are looking for talented individuals to join our growing team and contribute to our mission of empowering CPA firms and financial professionals. At Crunchafi, you'll be part of a dynamic, collaborative environment where your ideas are valued, and your growth is supported. We offer a rewarding work/life balance, opportunities for professional development, and a chance to make a real impact in the world of accounting. We are looking for a Senior Customer Success Manager to own and grow relationships with our Large Enterprise clients. This role is highly strategic and relationship-driven, focused on helping large CPA firms and enterprise customers successfully adopt Crunchafi's products while identifying opportunities for growth, expansion, and deeper partnership. You'll work closely with an Account Executive, managing account health, renewals, expansions, and long-term success across a complex book of business.

Requirements

5+ years of experience in Customer Success, Account Management, or similar client-facing roles
Experience working with large, complex, or enterprise customers
Strong understanding of accounting, audit, or advisory workflows; CPA firm experience is a major plus
Comfort navigating senior stakeholders and executive-level conversations
Ability to manage multiple initiatives, priorities, and relationships simultaneously
Strong discovery, communication, and relationship-building skills
Experience partnering with Sales on renewals and expansion efforts
Familiarity with SaaS adoption metrics, health scoring, and account planning

Nice To Haves

Background in accounting technology, audit software, or fintech
Experience supporting CPA firms or professional services organizations
Exposure to lease accounting standards or audit data workflows
Experience working in a pod-based or shared-ownership sales model

Responsibilities

Own post-sale relationships for a portfolio of Large Enterprise accounts, including top-tier CPA firms
Serve as a trusted advisor to partners, senior managers, and operational leaders at client firms
Drive adoption and usage across Crunchafi products, including Lease Accounting and Data Extraction
Lead strategic account planning, including renewal preparation, expansion identification, and risk mitigation
Partner closely with AEs to support renewals, upsells, cross-sells, and net-new expansion opportunities
Conduct regular business reviews and executive-level conversations
Coordinate onboarding, training, and enablement across multiple service lines and stakeholders
Identify early warning signs of risk and proactively address them
Provide client feedback to Product, Sales, and Leadership to influence roadmap and go-to-market strategy