Account Specialist Manager - REMOTE
•Jobgether· 20h
📣 Marketing⏰ Full-time📈 Mid Level🇺🇸 New York, USA
20h ago
Avidxchangeinc·16 days ago
The Customer Success Manager II manages a portfolio of medium-sized customers, acting as a trusted advisor and strategic partner. This role drives customer adoption, retention, and expansion while proactively identifying opportunities to deliver value and influence product strategy. The CSM II collaborates closely with cross-functional teams to implement solutions and ensure a seamless customer experience.
What You’ll Do
Act as the primary point of contact for a portfolio of key customers, building long-term, strategic relationships
Guide customers through onboarding, adoption, renewal, and expansion, ensuring alignment with their goals and objectives
Conduct business reviews, health checks, and strategic discussions to monitor satisfaction, product utilization, and adoption trends
Serve as a customer advocate internally, collaborating with Product, Support, Onboarding, and other teams to address feedback and implement solutions
Monitor customer health metrics and proactively identify risks, designing retention strategies and interventions
Identify opportunities for account growth, including upselling, cross-selling, and driving expansion initiatives
Deliver advanced product training, thought leadership, and best practices to help customers achieve outcomes and maximize ROI
Analyze trends, adoption patterns, and feedback to provide insights and recommendations to leadership and product teams
Maintain accurate records of interactions, updates, and outcomes in CRM and customer success platforms
What We’re Looking For
Excellent communication, interpersonal, and relationship-building skills with a customer-first mindset
Strong strategic thinking, problem-solving, and analytical skills
Proficiency in CRM and customer success platforms (e.g., Gainsight) and familiarity with success metrics
Experience managing multiple accounts and priorities in a fast-paced environment
Minimum 3–5 years of experience in customer success, account management, or a related field
Ability to influence internal teams and drive cross-functional alignment to deliver customer value
Enthusiasm for technology and commitment to continuous learning about products and solutions
About AvidXchange
AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, we are a technology company, but if you ask anyone who works here, they’ll tell you our people are at the core of who we are. We focus on creating a culture of Diversity, Inclusion & Belonging, and are proud to be a safe place where teammates can bring their whole selves to work. At AvidXchange, mindset is everything. We are Connected as People, Growth Minded, and Customer Obsessed. These three mindsets represent our culture – who we are, who we’ve always been, and they guide us to improve every day. Since our founding in 2000 in Charlotte, NC, we’ve created a company of over 1,600 teammates working across the U.S., or remotely. AvidXchange is proud to be Certified™ as a Great Place to Work®. The prestigious recognition is based on anonymous data from our teammates and makes official what our teammates have known for years – that AvidXchange is a Great Place to Work®.
Who you are:
What you’ll get:
AvidXchange teammates (we call them AvidXers) get the perks and prestige of a publicly traded tech company paired with the flexibility of a founder-led startup. We help our AvidXers develop as professionals and as human beings, providing work/life balance, development programs, competitive benefits and equity options. At AvidXchange, we are building more than a tech company – we are building an experience. We remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact. If you want to help us grow while realizing your potential and creating stories you’ll tell for years, you’ve come to the right place.
AvidXers enjoy:
*Fully granted from beginning of year, pro-rated if hired mid-year
**Must be full-time for at least 3 months
***Must be full-time for at least one year
Equal Employment Opportunity
AvidXchange is an equal opportunity employer. AvidXchange is committed to equal employment opportunity in accordance with applicable federal, state, and local laws. AvidXchange will not discriminate against applicants for employment on any legally recognized basis. This includes, but is not limited to veteran status, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age and physical or mental disability.