Partner Customer Success Manager (PCSM) — Accounting & Advisory Channel

Role Overview

As a Partner Customer Success Manager (PCSM), you will be the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms, bookkeepers, and fractional CFOs. You will protect the partner book against competitor migration, accelerate multi-product adoption, and empower advisory firms to scale their practices efficiently.

What You Will Do

You will execute across four strategic pillars to drive partner health, revenue retention, and ecosystem expansion. This includes Scaled Portfolio Management & Cadence, Signal-Triggered Rapid Intervention, Revenue Defense & Churn Prevention, and Client Book Migration & Multi-Product Attach.

Why It Might Be a Fit

You will thrive in a fast-paced, high-growth environment with ownership over commercial outcomes. You will maintain composure, focus, and empathy under high-volume demands. You will be skilled at motivating external partner principals to adopt new workflows while coordinating internal cross-functional partners to resolve blockers.

Requirements

• Bachelor’s degree, College diploma, or equivalent professional experience.
• 3+ years in Customer Success, Partner Success, Account Management, or B2B Client Engagement within B2B SaaS, FinTech, or Cloud software.
• Demonstrated working understanding of accounting and bookkeeping fundamentals, compliance workflows, and practice management operations.
• Proven track record managing a large book of business (150+ accounts) using smart prioritization, automated triggers, and digital leverage.
• Demonstrated success in driving product adoption, expanding recurring revenue (ARR/NRR), and safeguarding retention within a matrixed enterprise organization.
• Proficiency with enterprise CRM and CS tooling (Salesforce, ChurnZero, Gainsight) and analytics platforms.
• Exceptional professional verbal and written communication skills in English (minimum CEFR C1 proficiency required).

Benefits

• Structured career advancement pathways supported by self-assessments, virtual training, and guided leadership curriculum.
• Comprehensive paid 4-week product and onboarding training, plus generous paid annual leave.
• Continuous professional learning through progressive, tenure-specific certification and enablement programs.
• Competitive base salary complemented by performance-based incentive and quarterly reward structures.
• Comprehensive Medical, Dental, and Vision coverage, plus Employee and Family Assistance Programs (EFAP).
• Vibrant, collaborative workplace with dedicated Rewards & Recognition celebrations.