Senior Customer Success Manager

Fieldguide(2 months ago)

RemoteFull TimeSenior$137,000 - $160,000Go to Market

About this role

As a Senior Customer Success Manager at Fieldguide, you will manage a portfolio of key accounts within large advisory firms, focusing on driving customer success, retention, and growth. Your responsibilities include building relationships with executive stakeholders, leading strategic business reviews, and collaborating with cross-functional teams to ensure customers effectively use the platform to achieve their goals. The role requires a consultative approach to understand complex product capabilities, influence product strategy, and act as the voice of the customer internally.

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Required Skills

Customer Success Management
Strategic Relationships
Portfolio Management
Business Outcomes
Executive Engagement
Customer Retention
Strategic Adoption
Business Reviews
Cross-Functional Collaboration
Product Expertise

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About Fieldguide

www.fieldguide.io

Fieldguide is an AI-powered audit and advisory automation platform designed to streamline workflows and enhance client collaboration for audit and advisory firms. It provides a comprehensive suite of tools including document management, engagement management, and automated reporting, enabling firms to increase efficiency and margins. With a focus on modernizing the advisor-client experience, Fieldguide is trusted by leading firms in the industry to drive innovation and deliver exceptional services.