Customer Success Manager

Job not on LinkedIn

🕒 April 21

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Wholesail

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

Wholesail is a company that provides accounts receivable automation solutions to help businesses get paid faster and enhance customer relationships. By offering a self-service portal for customers and automating payment reminders and invoice processing, Wholesail aims to save businesses significant time and reduce payment delinquencies and errors. The platform integrates with popular accounting systems such as QuickBooks, NetSuite, and Xero, making it an efficient add-on for businesses of all sizes in the food and beverage, distribution, and service contractor industries.

📋 Description

• 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

• 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

• 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.