Customer Success Manager

is the System of Action for the Office of the CFO, transforming the way businesses purchase and pay into an intuitive, B2C-like shopping experience.  leverages embedded AI agents and embedded financial products to reinvent the way businesses connect with their vendors.

End users enjoy a seamless, zero-training buying experience, while finance and procurement leaders gain a single platform to orchestrate how the business “should operate”. The result is an all-in-one solution that serves as a gravitational pull for spend and data, automating and eliminating procurement and finance workflows from requisition to reconciliation along the way.

is on the cutting edge of B2B Agentic Commerce, poised to be the market leader in creating a more predictive, prescriptive, and personalized experience for users.

Founded in 2016 and headquartered in New York City,  oversees nearly half a billion in annualized spend across hundreds of customers like WeWork, Soul Cycle, Lume, and [solidcore] .  has raised $75M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more.  has been proudly named a 50 to Watch by Spend Matters and a Best Place to Work by Built In and Inc.

Magazine.

We’re seeking a Customer Success Manager to join the Customer Success team at  and own the post-sale & post-implementation experience for a growing portfolio of customers. This role is critical to ensuring customers realize ongoing value from the platform, deepen adoption over time, and view  as a strategic partner in their purchasing and payments operations.

Reporting to Customer Success leadership, the Customer Success Manager will manage the full customer lifecycle, from onboarding and adoption through retention and expansion, serving as a trusted advisor to Operations and Finance stakeholders across small, mid-market, and complex organizations. This role blends relationship management, consulting, and revenue ownership, with a strong emphasis on proactive engagement, churn mitigation, and net revenue retention.

The ideal candidate is highly consultative, commercially minded, and energized by helping customers achieve tangible business outcomes. You’ll collaborate closely with Product, Operations, and Support teams to surface insights, resolve risks early, and continuously improve the customer experience. Above all, you’ll play a key role in driving long-term customer loyalty, growth, and advocacy as  continues to scale.

• Serve as the main point of contact for your assigned accounts, owning the full post-sale customer journey and building strong relationships with Operations and Finance professionals at small, medium, and large, complex organizations
• Retain and grow a rapidly expanding book of business
• Serve as the expert and go-to consultant for your accounts on purchasing and payments best practices
• Dig deep to understand clients’ business goals and educate them how to leverage their Order subscription to meet these goals
• Proactively increase our share of wallet with clients; meet aggressive revenue targets while simultaneously mitigating churn and building brand champions (NRR is the name of the game)
• Collaborate with our Operations & Product team to translate customer feedback into improvements across our platform
• Monitor your account’s Support ticket volume and elevate risk proactively
• Work closely with Management to understand analytical trends for your Clients and areas of strategic opportunity

About you:

• You have 2+ years in an Account Management or Customer Success role, ideally in a B2B SaaS environment
• You have consistently met and/or exceeded revenue and/or retention targets
• You have experience managing client data within a CRM, and are…