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Senior Customer Success Manager

1 month ago
United States
Full-time
Senior
Customer Success Manager
Customer and Technical Support
Salesforce
Apply Now
Caseware

Caseware

CaseWare International Inc. provides cutting-edge software solutions for accounting firms, corporations, and governments, enabling users worldwide to work smarter and transform insights into impact.

Internet Software & Services
251-1K
Founded 1988
View All Jobs 18

Description

  • Own post-implementation success relationships for a portfolio of strategic customers.
  • Drive product adoption and usage by identifying gaps, risks, and opportunities through customer insights and product data.
  • Develop customer-specific success plans tied to business goals, workflows, and measurable outcomes.
  • Help customers adopt cloud and AI-enabled capabilities through use-case identification, workflow recommendations, and champion enablement.
  • Conduct business reviews and health checks to monitor adoption, risks, and value realization.
  • Partner with Account Management to identify opportunities for expanded use of products, users, and services.
  • Advise customers on evolving audit and assurance processes and workflows.
  • Coordinate internal technical, product, support, and services resources to resolve adoption barriers.
  • Represent customer feedback and workflows to Product Management and other internal teams.
  • Collaborate cross-functionally and contribute to scalable customer success playbooks and best practices.

Requirements

  • 5+ years of relevant professional experience, including substantive external audit or assurance experience in a public accounting firm.
  • CPA, Chartered Accountant, or equivalent professional designation.
  • Strong understanding of audit and assurance workflows and technology adoption in accounting firms.
  • Ability to translate technical product capabilities into practical workflows and business outcomes.
  • Experience advising and influencing firm partners, audit leaders, practitioners, and technology or innovation teams.
  • Excellent written, verbal, presentation, and relationship-building skills.
  • Strong organizational and problem-solving abilities with experience managing multiple strategic customer relationships.
  • Proactive, customer-oriented mindset and enthusiasm for automation and AI-enabled work.
  • Hands-on Caseware product experience preferred.
  • Experience in audit transformation, technology adoption, training, or change management preferred.
  • Familiarity with Salesforce and customer success platforms preferred.
  • Must reside in and be eligible to work in the United States; travel may be required.
  • Successful candidates must complete a background check.

Benefits

  • Remote work and flexible work options.
  • Generous time-off policies supporting work-life balance.
  • Competitive salary and comprehensive benefits.
  • Performance bonuses, recognition programs, and career growth opportunities.
  • Collaborative, inclusive culture with opportunities for knowledge sharing.
  • Opportunities to work on international projects with a diverse global team.

Interested in this position?

Apply directly on the company website

Apply Now

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