We are seeking a strategic Customer Success Manager to join our team and drive growth and expansion through cross-sells and upsells. As a key member of our customer success team, you will be responsible for owning a portfolio of 300+ clients within the scaled segment. You will identify customer business changes, such as acquisitions or recent funding, to uncover expansion opportunities. You will use data to identify customer usage trends within your book of business and become an expert in our products and services. You will stay up-to-date with product enhancements and share best practices with customers. Key responsibilities include: - Scaling high-growth accounts to higher-touch models - Identifying customer business changes to uncover expansion opportunities - Using data to identify customer usage trends - Becoming an expert in our products and services - Driving brand loyalty, customer satisfaction, and advocacy - Working closely with sales, implementation, support, product, and marketing teams Requirements include: - Proven experience in customer success or account management - Thorough knowledge of basic accounting procedures and principles - Relevant accounting certification, including but not limited to CPA, ACA, ACCA, or CIMA - Previous sales role or skills are a plus - ERP experience, accounts payable, ChurnZero, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience are a plus Benefits include: - Competitive benefits package - Flexible workplace - Career coaching - Opportunities for professional growth and development We are committed to building inclusive teams where every voice counts. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups. Accommodations can be made during the recruitment process for individuals with disabilities. Please contact us to discuss your needs. Tipalti is committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices, please refer to our Job Candidate Privacy Notice.