Senior Customer Success Manager

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Caseware

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏢 Enterprise

☁️ SaaS

Finance • Enterprise • SaaS

Caseware is a global leader in providing software solutions for accounting, auditing, and financial reporting. Their products, such as Caseware Cloud and Caseware Working Papers, are designed to modernize accounting practices, streamline audits, and provide robust financial reporting tools for accounting firms, corporations, and government entities. Caseware is renowned for integrating advanced technologies, including AI-driven tools, to enhance efficiency and insight for its users. Their offerings are localized to meet regional standards and cater to diverse sectors, including public and private organizations. With a focus on transformation through technology, Caseware supports over 500,000 accounting professionals in more than 130 countries.

📋 Description

• Own post-implementation success relationships for a portfolio of strategic customers • Serve as a trusted advisor to strategic customers • Drive product adoption and usage using customer insights and product data • Identify adoption gaps, risks, and opportunities • Develop customer-specific success plans tied to business goals, workflows, and measurable outcomes • Help customers adopt new cloud and AI-enabled capabilities • Identify use cases, recommend workflow changes, and enable internal champions • Conduct regular business reviews and health checks • Track adoption, surface risks, and establish priorities for continued value realization • Partner with Account Management to identify expansion opportunities • Advise customers on evolving audit and assurance processes and workflows • Coordinate Caseware resources for technical, product, or support issues • Translate customer workflows, adoption barriers, and feedback into insights for Product Management and internal teams • Collaborate with Account Management, Product Management, Customer Support, Professional Services, and Solution Consulting • Contribute to scalable customer success playbooks and best practices

🎯 Requirements

• Five or more years of relevant professional experience, including substantive external audit or assurance experience within a public accounting firm • Experience in audit methodology, audit transformation, or audit-technology consulting valued • Chartered Accountant, CPA, or equivalent professional designation • Strong understanding of audit and assurance workflows and technology deployment and adoption within accounting firms • Ability to translate technical product capabilities into practical customer workflows and business outcomes • Experience advising and influencing firm partners, audit leaders, practitioners, and technology and innovation teams • Excellent written, verbal, presentation, and relationship-building skills • Strong organizational and problem-solving skills • Ability to manage multiple strategic customer relationships • Proactive, customer-oriented mindset • Enthusiasm for helping customers adopt new automations and AI-enabled ways of working • Hands-on experience with Caseware products preferred • Experience with audit transformation, technology adoption, innovation, training, or change management preferred • Familiarity with Salesforce and customer success platforms preferred • Applicants must reside in and be eligible to work in the United States • Successful candidates must complete a background check

🏖️ Benefits

• Flexible work options • Remote opportunities • Generous time-off policies • Competitive salary • Comprehensive benefits • Recognition programs • Performance bonuses • Opportunities for career growth • International projects • Collaboration with a diverse, global team • Inclusive and supportive team culture