Job Title: Enterprise Client Success Manager
Reports to: Director, Client Experience
Type: Full time, salaried + commission
Location: Remote
Travel Requirements: Occasional travel requirements to Milwaukee, WI and must be willing to travel to client locations as needed
About Crunchafi
Crunchafi (formerly LeaseCrunch) is revolutionizing the world of accounting with easy-to-use, cloud-based solutions designed to simplify complex financial data management. Our products empower CPA firms and financial professionals by streamlining lease accounting, data extraction, and cash flow forecasting, helping them deliver strategic value faster and more efficiently. Trusted by over 750 firms and more than 27,000 companies, Crunchafi combines cutting-edge technology with expert support to power the future of accounting.
Our Team
Crunchafi is made up of passionate, forward-thinking professionals committed to transforming the accounting industry. Our team is dedicated to providing innovative solutions that simplify accounting processes and provide actionable financial insights. We value collaboration, creativity, humor, and a shared vision of improving the accounting profession through technology.
Why Join Us?
We are looking for talented individuals to join our growing team and contribute to our mission of empowering CPA firms and financial professionals. At Crunchafi, you’ll be part of a dynamic, collaborative environment where your ideas are valued, and your growth is supported. We offer a rewarding work/life balance, opportunities for professional development, and a chance to make a real impact in the world of accounting.
Role Overview
We are looking for a Senior Customer Success Manager to own and grow relationships with our Large Enterprise clients. This role is highly strategic and relationship-driven, focused on helping large CPA firms and enterprise customers successfully adopt Crunchafi’s products while identifying opportunities for growth, expansion, and deeper partnership.
You’ll work closely with an Account Executive, managing account health, renewals, expansions, and long-term success across a complex book of business.
What You’ll Do
- Own post-sale relationships for a portfolio of Large Enterprise accounts, including top-tier CPA firms
- Serve as a trusted advisor to partners, senior managers, and operational leaders at client firms
- Drive adoption and usage across Crunchafi products, including Lease Accounting and Data Extraction
- Lead strategic account planning, including renewal preparation, expansion identification, and risk mitigation
- Partner closely with AEs to support renewals, upsells, cross-sells, and net-new expansion opportunities
- Conduct regular business reviews and executive-level conversations
- Coordinate onboarding, training, and enablement across multiple service lines and stakeholders
- Identify early warning signs of risk and proactively address them
- Provide client feedback to Product, Sales, and Leadership to influence roadmap and go-to-market strategy
What We’re Looking For
- 5+ years of experience in Customer Success, Account Management, or similar client-facing roles
- Experience working with large, complex, or enterprise customers
- Strong understanding of accounting, audit, or advisory workflows; CPA firm experience is a major plus
- Comfort navigating senior stakeholders and executive-level conversations
- Ability to manage multiple initiatives, priorities, and relationships simultaneously
- Strong discovery, communication, and relationship-building skills
- Experience partnering with Sales on renewals and expansion efforts
- Familiarity with SaaS adoption metrics, health scoring, and account planning
Nice to Have
- Background in accounting technology, audit software, or fintech
- Experience supporting CPA firms or professional services organizations
- Exposure to lease accounting standards or audit data workflows
- Experience working in a pod-based or shared-ownership sales model
Why Crunchafi
- Remote work-from-home environment
- Competitive salary, health, dental and vision insurance plans
- Flexible time off
- 401K retirement savings plans for US-based employees, with 3% employer match
- Incentive Equity Plan
- Professional development opportunities
- Dynamic and collaborative work environment with opportunities for growth
Top Skills
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