Customer Success Manager – Mid Market

🔥 0 minutes ago

🌐 United States, Canada – Remote

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💵 $75k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

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Logo of Karbon

Karbon

51 - 200 employees

☁️ SaaS

🏢 Enterprise

🤝 B2B

💰 $66M Series B on 2022-02

SaaS • Enterprise • B2B

Karbon is a leading collaborative practice management platform designed specifically for accounting firms. It enhances visibility and control over firm operations, automates tasks, and standardizes processes to increase efficiency and productivity. Karbon integrates artificial intelligence to automate tasks, speeding up workflows and strengthening team collaboration. It offers features such as team collaboration, workflow automation, project management, and email management, along with client and document management solutions. The platform serves small to large firms and enterprises, including private equity and M&A, providing enterprise-grade security, a client portal, eSignatures, and integrations with popular apps. Karbon aims to unite accounting teams in a single platform, improving collaboration and operational efficiency. Designed to save resources and time, the software claims to save every employee an average of 18. 5 hours per week, according to customer surveys. With a focus on automation, connectivity, and control, Karbon consistently ranks as a leader in accounting practice management software.

📋 Description

• Create and own a quarterly success strategy for the customer portfolio • Identify churn risks and opportunities to maximize revenue with healthy accounts • Build strong customer relationships and understand customer challenges • Provide consultative advice and drive value with Karbon • Scope and lead successful projects to drive change • Manage upcoming customer renewals • Stay up to date with the product roadmap • Promote, demonstrate, and communicate upcoming features to customers • Monitor customer health and usage metrics proactively • Advocate for customers internally • Provide customer insights to Product, Sales, and Support • Drive retention and expansion, typically reported as Net Growth or NDR

🎯 Requirements

• Physically based in the US/Canada • Confident working autonomously in a remote role • Willing to travel occasionally to customers' offices for site visits and events, approximately 5–10% of the time • Experience in a B2B SaaS enablement role (Success, Services, Consulting, Training, Account Management) with a track record of success • Subject matter expertise in the accountancy software market (preferable) • Strategic thinker comfortable carrying a target • Great relationship-building skills • Excellent communication and presentation skills • Effective project management skills, including the ability to manage resources on a cross-functional team

🏖️ Benefits

• Paid Flexible Time Off with an encouraged 3 weeks use per year • Company paid medical for you and eligible spouse/partner and dependents • Company paid dental and vision and eligible spouse/partner and dependents • Fully company funded short and long term disability • Fully company paid life insurance • 401(k) with company matching • Flexible Spending Account • Up to 8 weeks paid parental leave • Work-from-home stipend • Work with (and learn from) an experienced, high-performing team • A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback • Promotion opportunities for high performers from within

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