- Company: Get A Job.ai
- Location: United States
- Salary: Pay not listed
Website Get A Job.ai
Represented by Get A Job.ai
About This Opportunity
We are representing a confidential global fintech organization in their search for a Senior Customer Success Manager focused on audit and assurance solutions. This is a remote position available to candidates residing and eligible to work in the United States.
In this role, you will manage a portfolio of strategic customers, driving product adoption and ensuring they realize measurable value from their software investment. You will serve as a trusted advisor, combining deep audit and accounting domain knowledge with strong product expertise to help customers optimize workflows, adopt cloud and AI-enabled capabilities, and achieve their business goals.
Responsibilities
- Own post-implementation success relationships for a portfolio of strategic customers, serving as their trusted advisor
- Drive product adoption and usage by analyzing customer insights and product data to identify adoption gaps, risks, and opportunities
- Develop customer-specific success plans that align software capabilities with business goals, key workflows, and measurable outcomes
- Guide customers in adopting new cloud and AI-enabled capabilities by identifying use cases and recommending workflow improvements
- Conduct regular business reviews and health checks to track adoption, surface risks, and establish priorities for continued value realization
- Partner with account management teams to identify opportunities for customers to expand their use of the platform
- Provide consultative guidance to help customers evolve their audit and assurance processes as their usage matures
- Coordinate internal resources when technical, product, or support issues threaten customer adoption or value realization
- Serve as the voice of the customer, translating workflows, adoption barriers, and feedback into actionable insights for product teams
- Collaborate across multiple internal teams to deliver a consistent experience for strategic customers
- Contribute to customer success playbooks and best practices that can be scaled across the broader customer base
What We're Looking For
Required Qualifications:
- Five or more years of relevant professional experience, including substantive external audit or assurance experience within a public accounting firm
- Chartered Accountant, CPA, or equivalent professional designation
- Strong understanding of audit and assurance workflows and how technology is deployed and adopted within accounting firms
- Demonstrated ability to translate technical product capabilities into practical customer workflows and business outcomes
- Proven experience advising and influencing stakeholders from firm partners and audit leaders to practitioners and technology teams
- Excellent written, verbal, presentation, and relationship-building skills
- Strong organizational and problem-solving skills with ability to manage multiple strategic customer relationships
- Proactive, customer-oriented mindset with enthusiasm for helping customers adopt new automation and AI-enabled capabilities
Preferred Qualifications:
- Experience with audit transformation, technology adoption, innovation, training, or change management
- Familiarity with Salesforce and customer success platforms
- Hands-on experience with audit and accounting software solutions
How We Work With You
When you apply through Get A Job.ai, our talent team will review your qualifications and conduct an initial screening. If there's a strong match, we will submit your profile to our client for consideration. Please do not contact the client directly, as all communication and interview coordination will be managed through our recruiting team to ensure the best experience for you.
Pay
Compensation details will be discussed during the screening process based on experience and qualifications.
Equal Employment Opportunity: Get A Job.ai is committed to inclusive hiring practices and welcomes candidates from all backgrounds. We provide reasonable accommodations throughout our recruitment process upon request.
Apply with Get A Job.ai
A recruiter will review your profile and submit you to the client. Do not contact the client directly.
Apply through Get A Job.ai. A recruiter will review your profile and submit you. Do not contact the client directly.
Apply through Get A Job.ai. A recruiter will review your profile and submit you.
Explore Get A Job.ai online
Working in United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
🇺🇸 Relocation safety for US: Exercise Normal Caution — via Warnely, CC BY 4.0
National unemployment rate in US: 4.2% — via World Bank
National job openings rate: 4.4% — via BLS JOLTS
Private-sector wage growth (year over year): 3.1% — via FRED
National quits rate: 2.0% — via FRED (BLS JOLTS)
Weekly initial unemployment claims: 206,000 — via FRED
GDP per capita in US: $90,027 — via World Bank
Consumer price inflation in US: 2.9% (annual) — via World Bank
Real GDP growth in US: 2.2% (annual) — via World Bank
Average hours worked per year in US: 1,800 — via OECD
About this role & career path
Traits that fit this role
- Leadership Orientation
- Self-Control
- Social Orientation
- Cooperation
- Attention to Detail
Source: O*NET Work Styles (Distinctiveness Rank).
Typical preparation needed: Job Zone 3: Medium Preparation Needed. Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree. — via O*NET
Source: O*NET (public-domain bulk data)
Salary & compensation
Workers in Office & Administrative Support occupations earn a national median of $39,669 — via US Census ACS / Data USA
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
Listing facts
- Role Senior Customer Success Manager
- Employer Get A Job.ai
- Location United States
- Type Full Time
- Pay (from listing) Pay not listed
- Posted September 10, 2026
- Apply by October 11, 2026
- Country United States
- Overview Full job description on this page (538 words)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
Typical work in Customer Success Manager
Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
Limited public data for this employer
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Occupation family: Customer Success Manager
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