Mid-Market Customer Success Manager

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Aiwyn

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

☁️ SaaS

💳 Fintech

🤝 B2B

💰 $113M Venture Round - Aiwyn on 2024-12

SaaS • Fintech • B2B

Aiwyn is a software platform for accounting firms that combines payments automation, practice management, a client experience portal, and a core tax system into a single, integrated solution. It helps firms accelerate payments, automate invoicing and reconciliation, modernize practice operations (time tracking, billing, project and resource management), and centralize client interactions and tax workflows. Aiwyn focuses on B2B partnerships with accounting firms and integrates with the wider accounting technology ecosystem; it recently acquired QuickFee’s U. S. payments business to strengthen its payments capabilities.

📋 Description

• Oversee customer onboarding, post-launch reviews, quarterly business reviews, and executive check-ins • Work with enterprise customers to understand business objectives and create tailored success plans • Guide customers in adopting and maximizing the use of Aiwyn’s solutions • Drive long-term retention, expansion, and customer advocacy • Engage Customer Support to address inquiries, technical issues, and other concerns • Travel onsite to customers for executive check-in meetings • Collaborate on and improve the renewals process • Design and refine renewal playbooks using data insights to improve customer health and revenue retention • Collaborate with Sales and Customer Success Management on expansion opportunities • Work with Sales, Product, and Marketing to share industry best practices and evolve the platform

🎯 Requirements

• Minimum 2 years in Customer Success, Renewal Management, or Account Management • At least 2 years focused on enterprise-level SaaS customers • Experience in early-stage startups and willingness to embrace ambiguity and adapt quickly • High EQ and ability to manage multiple stakeholder relationships • Demonstrated success increasing renewal rates and building renewal processes • Ability to create and refine Customer Success playbooks and processes • Familiarity with HubSpot or Salesforce required • Ability to analyze large data sets to identify customer-health trends and leading indicators for risk mitigation • Experience managing and expanding enterprise customer relationships • Strong negotiation skills and ability to overcome objections • Collaborative, innovative approach with a sense of humor and passion for customer success • Experience with Gainsight or ChurnZero is a plus • Self-motivated attitude and willingness to go above and beyond • Willingness to travel up to 30% of the time • Must be legally authorized to work in the United States • Must not require current or future employment-visa sponsorship

🏖️ Benefits

• Competitive pay • $1,000 adventure travel reimbursement on each work anniversary • Remote, work-from-anywhere culture • Flexible PTO • Health, vision, dental, HSA/FSA, and mental health support • Stock options for every Full Time Employee • 401(k) matching • Freedom to solve worthwhile, challenging problems alongside experienced colleagues • Global team environment