Customer Success Manager II

Fin Query stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.

Fin Query is the global leader in lease accounting (as recognized on ) and serves more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.

Solve the Problems That Matter Most

As a Customer Success Manager II, you will fill the critical role of serving as the face of Fin Query with respect to your assigned customers, ensuring the highest level of customer satisfaction in the industry by proactively building trusting relationships with, and understanding the needs and pain points of, each of your customers. You will be responsible for maximizing customer satisfaction rates, driving expansion by identifying customers’ needs for additional products and services, and managing renewals.

In this role you will promote adoption, engagement and advocacy, enhancing Fin Query’s reputation and brand recognition. By proactively understanding and educating the product team about your customers’ needs, you will meaningfully contribute to the development of Fin Query’s product roadmap. The Customer Success Manager II has excellent verbal and written communication skills with the ability to lead meetings and host webinars.

Reports to Customer Success Leader and/or Team Lead.

• Client Onboarding:
  Work with sales and implementation teams to ensure a smooth transition from the presale state to the post-sale customer success stage. Expectations include, but are not limited to, joining kick-off calls, keeping up to date with the progress of the implementation, and scheduling a graduation call.
• Relationship Management:
  Develop and maintain customer relationships, acting as the primary point of contact throughout the customer lifecycle.
• Proactive Communication and Documentation:
  Conduct regular proactive calls and account review meetings; utilizing CRM to maintain an accurate record of discussion and action items.
• Customer Retention:
  Monitor health metrics such as NPS and churn scores, and take corrective action and loop in leadership, when necessary, to mitigate churn risk.
• Revenue Growth:
  Identify upsell and cross sell opportunities to increase customer usage and product adoption, ensuring positive net revenue retention (NRR).
• Contract Negotiation and Renewals:
  Own customer renewal cycles end to end, working directly with internal stakeholders as needed, to ensure customer satisfaction during the renewal process while adhering to contractual and department requirements for initiating renewal discussions and ensuring all departmental guidelines for providing pricing and any other requirements are followed.
• Customer Outcomes:
  Work with the customer, in partnership with management, to build Customer Success Plans, establishing critical goals, desired business outcomes, or other key performance indicators and aid the customer in achieving long and short-term goals.
• De-escalation:
  Manage customer complaints, and utilize internal resources where appropriate, to resolve issues with a sense of urgency and in a timely manner.
• Customer Feedback:
  Represent the voice of the customer to inform product roadmaps by collecting, analyzing, and disseminating customer feedback and product requirements to system improvements.
• Data Analysis:
  Utilize customer data and metrics to make informed decisions and provide actionable insights back to the customer.
• Advocate Identification:
  Identify opportunities for customers to become advocates, such as testimonials and case studies.
• Conduct all…