Mid-Market Customer Success Manager

the company is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, the company enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. the company’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most.

Tens of thousands of the world's best companies run on the company, including Door Dash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and Seat Geek.

Working at the company allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

The Sales team is the driving factor behind revenue for the company and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.

As a Mid-Market Customer Success Manager II, you will own a book of business comprised of our growing customer base, working day to day with Finance teams from CFOs to Accounting Managers to ensure they unlock the full value of the company’s solutions. You will develop a deep proficiency in all aspects of the company products and work cross‑functionally with internal teams, including Implementation, Solutions, and Product.

You’ll create and execute account strategies for customers’ business goals by leveraging product usage insights, stakeholder engagement, and cross‑functional collaboration to drive product adoption, minimize churn, and grow account value.

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Wednesday and Thursday. We currently require three days per week in office - Monday, Wednesday and Thursday.

As a perk, we also have up to four weeks per year of fully remote work!

• Develop a deep expertise in the company products to actively show customers how to become "power users" of the platform.

• Proactively manage an assigned book of accounts to drive customer adoption, value realization, and account growth.

• Act as a trusted advisor to finance stakeholders by providing guidance on best practices across spend management, credit policy, reconciliation workflows, and financial reporting automation.

• Build multi-threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness and customer engagement.

• Lead business reviews and financial health checks that drive executive alignment and showcase ROI.

• Proactively identify and mitigate churn risks through data analysis, usage insights, and issue resolution.

• Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams to deliver a seamless customer experience and advocate for product improvements.

• Consistently meet or exceed quarterly key…