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Customer Success Manager - East

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Full Remote
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Offer summary

Qualifications:

Minimum 5 years of experience in Account Management, Customer Success, or Sales-related roles., Strong familiarity with Payments, Fintech, Finance, or Accounting fields., Proven track record of negotiating complex contracts and achieving net dollar retention targets., Excellent relationship management and communication skills, particularly with C-suite executives..

Key responsabilities:

  • Manage a portfolio of customers to identify growth opportunities and mitigate risks.
  • Lead regular discussions with clients to ensure effective use of the Blue Onion platform.
  • Oversee contract renewals and upsell processes from start to finish.
  • Collaborate with cross-functional teams to enhance the customer experience and inform product development.

Blue Onion logo
Blue Onion Startup https://www.blueonionlabs.com/
11 - 50 Employees
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Job description

About Blue Onion

Blue Onion disrupts the status quo of processing financial data for leading consumer brands. The Blue Onion subledger enables companies like Supergoop!, BarkBox, and a.k.a. brands to close their books daily–not monthly–with guaranteed accuracy. Blue Onion is the only platform that leverages powerful AI to automate the reconciliation process from each transaction all the way to the bank. The Blue Onion subledger validates data from the source, providing a foundation of financial truth to make smarter business decisions–faster. 


Founded in 2020, Blue Onion is led by co-founder and CEO Lyndsey Bunting, former VP of Finance at Birchbox who experienced the pain of manual reconciliation processes and inaccurate financial data throughout her career. Blue Onion is backed by leading investors including Y Combinator, Joe Saunders, former Chairman and CEO of Visa, Entree Capital, and Vinyl Capital.


About This Role
We’re looking for a Customer Success Manager to drive the strategy and growth of Blue Onion’s East Coast book of business. In this role, you will be responsible for maintaining the current revenue and usage of these customers, as well as identifying, pitching, and facilitating growth opportunities. You should be comfortable with building deep relationships at all levels of a customer’s organization and adept at managing complex customer relationships and product configurations. You will also work cross-functionally with senior members of Blue Onion’s team to strengthen client relationships, coordinate customer efforts, and provide input as we evolve our product roadmap and processes. 

What You’ll Do

  • Take a portfolio-based approach to your book of business to identify areas of risk, opportunities for growth and recurrently introduce healthy / happy clients to your Marketing counterparts 

  • Lead frequent discussions (Weekly status calls, upsell calls, QBRs) with customers to ensure they are leveraging the Blue Onion platform to achieve successful business outcomes

  • Drive awareness and usage of new or updated Blue Onion features to the customers in your book

  • Own end-to-end execution of contract renewals and upsells

  • Collaborate with product, design, and engineering teams to provide informed recommendations for Blue Onion’s product roadmap that enhance the customer experience 

  • Navigate and update internal and external stakeholders, inclusive of C-suite executives and cross-functional partners

  • Exhibit strong relationship management skills that drive high urgency without sacrificing professionalism

What You’ll Bring

  • Minimum 5 years of experience as an Account Manager, CSM, or other Sales-related function

  • Experience or strong familiarity with Payments/Fintech/Finance/Accounting or related fields

  • Commercial experience, including negotiating complex six-figure renewal and upsell contracts  

  • Ability to understand complex products and integrations, and a history of communicating them to customers to maximize usage. 

  • Strong ability to articulate contractual, technical, and financial value points to customers, internal senior leaders, and executive leaders.

  • Consistent track record of hitting or exceeding net dollar retention (NDR) targets in a fast-paced environment

  • A strong drive to succeed, and comfortable pushing the pace of action with customers and internal teams 

  • Ability to travel occasionally for customer on-site, events and internal summits

Blue Onion Values

Build It With Purpose. We build with our customers, not just for them. We work to empower,  and focus on the problems that matter with efficiency and humility.  

Own It With Empathy. We show up. We’re accountable, approachable, responsive, and helpful. 

Tackle It Together. We find solutions together, and communicate frequently. We consider all voices equal, and all opinions are encouraged.  

Make It Clear. We set clear and honest expectations. We’re transparent in word and action.

Compensation and Benefits

  • Base + variable: $175,000 - $250,000. Total compensation and the split between base salary and commission both based on experience and location.

  • Equity

  • Health Benefits

  • 401k 

  • Unlimited PTO 

  • Fully Remote, with office hubs in NYC, Boston & Chicago

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Negotiation
  • Relationship Management
  • Time Management
  • Teamwork
  • Communication
  • Problem Solving

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