Enterprise Customer Success Manager
LumiQ
Who You Are:
- You have 8+ years of experience in a customer-facing roles such as Customer Success, Account Management, or within an accounting firm.
- You excel in relationship-driven roles, building trusted partnerships and driving long-term customer engagement and retention.
- You are analytical and data-informed, able to interpret customer data, identify trends, and use insights to guide strategy, recommendations, and growth opportunities.
- You are highly organized and can effectively manage multiple enterprise accounts, initiatives, and priorities simultaneously.
- You are detail-oriented, proactive, and comfortable using tools such as Salesforce (or similar CRMs) and Excel to track engagement, performance, and renewal-related insights.
- You are a clear and confident communicator, both written and verbal, and collaborate effectively with customers and cross-functional internal teams.
- You are adaptable and thrive in a fast-paced, evolving environment, continuously refining your approach to better support customers and business goals.
- You are comfortable engaging with executive and senior stakeholders, leading strategic conversations through active listening, thoughtful questioning, and tailored communication.
- Having a CPA is an asset
What You'll Be Responsible For:
- Own and develop trusted advisor relationships with enterprise customers, stakeholders, and end users to deliver a best-in-class experience.
- Monitor and analyze customer health, adoption, and engagement to proactively mitigate churn and identify growth opportunities.
- Lead customer onboarding, business reviews, and strategic goal-alignment conversations to drive measurable outcomes.
- Use data and customer insights to guide recommendations and support renewal and expansion discussions.
- Act as the voice of the customer by gathering feedback and advocating across product, content, and internal teams.
- Deliver clear, timely, and proactive communication while maintaining a high standard of responsiveness and detail.
- Maintain accurate customer records in Salesforce and other CRM tools to support reporting and account planning.
- Partner with customers to help shift from a compliance-driven approach to a culture of continuous learning.
- Support cross-functional initiatives as needed to advance Customer Success goals.
