Full-Time

Vice President

Customer Success

M3

M3

201-500 employees

Hotel accounting SaaS with BI analytics

No salary listed

Lawrenceville, GA, USA

In Person

Bachelor's

Category
Customer Experience & Support (1)
Required Skills
Microsoft Office
CRM
Word/Pages/Docs
Salesforce
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

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Requirements
  • A college degree.
  • 12–15+ years of overall management experience, including experience leading through multiple layers of management.
  • 6–10+ years of experience leading Customer Success organizations at a senior or executive level.
  • Experience effectively utilizing and overseeing a Customer Success platform or ensuring necessary data is present in Salesforce.
  • Demonstrated experience presenting to and influencing an Executive Leadership Team or Board.
  • Ability to build strategy, translate it into key performance indicators, and hold an organization accountable to results.
  • Proven problem-solving, process development, and improvement skills.
  • Task planning and delegation skills.
  • Ability to actively participate in meetings at all organizational levels, including with executive leadership.
  • Demonstrated ability to coordinate cross-functional work teams toward task completion.
  • Advanced written and verbal communication skills.
  • General personal computer knowledge, including Microsoft Office; expert-level knowledge of Excel and Word; and working knowledge of PowerPoint.
Responsibilities
  • Own the strategy and outcomes for Gross Revenue Retention and Net Revenue Retention, directing the customer success management team's renewal and forecasting execution.
  • Direct the design and scaling of an expansion and cross-sell motion within Customer Success, partnering with Sales leadership and Account Management on larger and multi-property opportunities.
  • Set requirements for and hold the team accountable to a customer health-scoring model that predicts churn risk at least two quarters ahead of renewal.
  • Direct the relationship and transactional Net Promoter Score and Customer Satisfaction program, including survey design, response-rate growth, and a closed-loop process routing customer feedback into Product and internal process improvements.
  • Set onboarding and time-to-first-value benchmarks appropriate to hotel and hospitality operating realities and collaborate with the onboarding team.
  • Build and lead the Customer Success organization through a layer of customer success managers, focusing on strategic contributors rather than individual accounts.
  • Establish individual, team, and organizational key performance indicators and hold the customer success management layer accountable through regular coaching, performance review, and forecasting cadences.
  • Assist with developing compensation and segmentation models aligning Customer Success Manager and other team incentives with retention, expansion, and satisfaction targets.
  • Build the organizational structure and career ladder needed to scale Customer Success, including succession planning within the customer success management team.
  • Evaluate, recommend, and own the Customer Success technology stack, including health scoring, renewal forecasting, playbook automation, and survey and Net Promoter Score tooling.
  • Define data and integration requirements across Salesforce and/or Client Success, product usage, support, and billing systems to produce a reliable real-time view of account health and forecasted renewals, working with the Chief Financial Officer on Customer Cube data hygiene.
  • Own the business case and implementation roadmap for selected Customer Success platforms, directing the Customer Success Operations function on administration, optimization, and training standards.
  • Sit on the Go-to-Market leadership team, partnering with Sales and Marketing leadership on shared account strategy and with Product leadership on a structured voice-of-customer process.
  • Present retention, expansion, and customer-health results to the Executive Leadership Team monthly, including forecasts, named at-risk accounts, and resourcing needs.
  • Represent Customer Success in company-wide planning, budgeting, and board-reporting processes as a peer executive function to Sales and Marketing.
  • Manage customer escalations at the executive level through proactive communication as needed.
  • Perform other duties as assigned.
Desired Qualifications
  • Direct experience in hotel, hospitality, or travel technology software as a service is strongly preferred.
  • Formal training in Customer Success or executive leadership is preferred.

M3 offers cloud-based SaaS for hotel finance, including Accounting Core for hotel accounting, Insight for operational analytics, and Labor Management for daily tasks. Customers subscribe to the software online and can add on professional services with on-demand CPAs, MBAs, and hotel accounting experts for tasks or full outsourcing. The company combines specialized hotel accounting software with optional outsourced expertise, serving everything from single properties to large management groups with a mix of self‑service analytics and full‑service accounting options. Its goal is to help hotels run their finances and operations more efficiently through integrated software and expert services.

Company Size

201-500

Company Stage

Acquired

Total Funding

N/A

Headquarters

Gainesville, Florida

Founded

1998

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Simplify Jobs

Simplify's Take

What believers are saying

  • April 2026 hires Ross Serven and Paul Guerrero signal serious AI and engineering investment.
  • March 31, 2026 Bridge partnership adds financing, underwriting, and data monetization paths.
  • June 2026 Reeco and Corpay alliance expands procure-to-pay reach across hotel operators.

What critics are saying

  • Oracle Hospitality and NetSuite bundle finance workflows, compressing M3 pricing by 2027.
  • Bridge, Reeco, Corpay, and Edenred integrations dilute M3's control over customer workflows.
  • Blackstone bought M3 in August 2024; exit pressure can force growth over product quality.

What makes M3 unique

  • M3 serves 9,000+ North American hotel properties with hotel-specific accounting workflows.
  • M3 combines SaaS, outsourced CPAs, and hotel accounting experts in one platform.
  • Blackstone-backed M3 sells deeply into hospitality back offices, not generic finance software.

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Benefits

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

9%

2 year growth

9%
PR.com
Apr 10th, 2026
M3 appoints Ross Serven as Vice President of Data & Artificial Intelligence and Paul Guerrero as Vice President of Engineering.

M3 appoints Ross Serven as Vice President of Data & Artificial Intelligence and Paul Guerrero as Vice President of Engineering. Lawrenceville, GA, April 10, 2026 -( PR.com )- M3, the leading hospitality accounting software company in the United States, today announced two strategic executive appointments: Ross Serven as Vice President of Data & Artificial Intelligence and Paul Guerrero as Vice President of Engineering. These newly elevated leadership roles underscore M3's commitment to advancing AI-driven innovation and delivering worldclass engineering excellence across its platform. As the hospitality industry faces increasing operational complexity and rising expectations for efficiency, M3 continues to pioneer intelligent, scalable technology solutions that empower hoteliers nationwide. The addition of Serven and Guerrero strengthens the company's ability to accelerate product innovation, enhance platform performance, and deliver transformative value to customers. "Ross and Paul each bring exceptional expertise and a deep passion for building technology that makes a meaningful difference for our customers," said JoAnn Kintzel, CEO of M3. "Ross will guide our AI strategy with a focus on responsible, customer-centric innovation, while Paul's engineering leadership will ensure our platform continues to scale with the reliability and performance our industry demands. Together, they will help shape the next generation of M3's solutions." Ross Serven - Vice President of Data & Artificial Intelligence In this newly created role, Serven will lead M3's end-to-end data and AI strategy and execution - building the foundation that powers customer-facing capabilities of its SaaS offerings, as well as the internal analytics, forecasting, and automation that drive operational efficiency, excellence, and insights. This role will oversee all aspects of data platform architecture, AI capabilities, product enablement, governance, and analytics strategy. Paul Guerrero - Vice President of Engineering Guerrero, a seasoned technology leader with extensive experience in SaaS, cloud-native architecture, and large-scale software delivery, joins M3 to oversee engineering strategy and execution. With a background spanning transformation initiatives, data analytics, and modern cloud technologies, Guerrero brings a strong track record of building high-performing engineering organizations and delivering enterprise-grade solutions. In his role, Guerrero will lead M3's engineering teams in advancing platform scalability, reliability, and innovation, ensuring the company continues to meet the evolving needs of hospitality organizations across the country. Driving the Future of Hospitality Technology Through continued investment in responsible AI, modern engineering practices, and customer-focused innovation, M3 empowers hospitality organizations to operate more efficiently, respond quickly to changing business conditions, and unlock new opportunities for growth. M3 is a leading provider of cloud-based accounting, financial reporting, and business intelligence solutions for the hospitality industry. M3's platform, including Accounting Core(TM) and CoreSelect(TM), are used by over 9,000 hotel properties across North America, helping owners and management companies streamline their financial operations. Learn more at www.M3as.com. Peter Ricks 770-297-1925 www.m3as.com/

M3
Mar 31st, 2026
Bridge and M3 announce strategic partnership to streamline hotel financing and financial intelligence.

Bridge and M3 announce strategic partnership to streamline hotel financing and financial intelligence. Under the partnership, M3's hospitality clients will gain direct access to Bridge's network of acquisition and refinancing capital, while a new API integration will allow hotel owners to seamlessly import their M3 financial data into Bridge's platform to generate projection models used in the lending process. The companies also plan to co-develop AI-powered tools purpose-built for hotel owners. By M3 Staff NEW YORK & LAWRENCEVILLE, GA - March 31st, 2026 - Bridge, a digital lending platform connecting hotel owners with capital providers, and M3, a leading provider of hotel accounting and financial management software, today announced a strategic technology and go-to-market partnership designed to give hotel owners faster access to financing and smarter tools to manage their properties. Under the partnership, M3's hospitality clients will gain direct access to Bridge's network of acquisition and refinancing capital, while a new API integration will allow hotel owners to seamlessly import their M3 financial data into Bridge's platform to generate projection models used in the lending process. The companies also plan to co-develop AI-powered tools purpose-built for hotel owners. Connecting Capital to the Back Office For hotel owners seeking acquisition or refinancing capital, the lending process has traditionally required manual gathering of financial statements, trailing-twelve-month operating data, and property-level detail - much of which already lives inside their accounting system. This partnership eliminates that friction. "Hotel owners shouldn't have to spend weeks assembling spreadsheets to apply for a loan," said Rohit Mathur, CEO, Bridge. "By integrating directly with M3's accounting platform, we can pull verified financial data into Bridge and generate lender-ready projection models in a fraction of the time. That means faster term sheets and a better borrower experience." Through Bridge's platform, M3's customer base of small and midsize hotel operators will now be able to explore financing options across a broad lender network - spanning conventional debt, SBA loans, CMBS, and private capital - without leaving the ecosystem they already use to run their properties. AI-Powered Innovation for Hotel Owners Beyond the core integration, Bridge and M3 intend to jointly develop new AI-driven technology to support hotel owners with financial planning, underwriting preparation, and portfolio monitoring. "Our partnership with Bridge represents exactly the kind of innovation our customers are asking for - technology that connects their day-to-day financial operations with the broader capital decisions that drive their business forward," said JoAnn Kintzel, CEO, M3. "Together, we're building a more connected financial ecosystem for the hospitality industry." About Bridge Bridge is an AI-driven lending platform transforming how hospitality developers access capital. As a leader in Hospitality CRE and Supplier Financing, Bridge delivers fast, transparent, and tailored funding solutions by combining cutting-edge technology with industry expertise. By streamlining the financing process, Bridge enables owner, developers and suppliers to focus on growth and innovation. Bridge has established partnerships with leading corporations, including Hilton, Choice Hotels, Hyatt Hotels, AAHOA, Walmart, Best Buy, and Chipotle, to support franchisees and suppliers nationwide. Backed by TTV Capital, Citi Ventures, FinCap, Thayer Partners, Uncorrelated Ventures and Gilgamesh Ventures, Bridge is committed to driving value and unlocking new opportunities for its clients. Learn more at https://www.bridgemarketplace.com/hotel-financing and follow them at https://www.linkedin.com/company/bridgemarketplace/ About M3 M3 is a leading provider of cloud-based accounting, financial reporting, and business intelligence solutions for the hospitality industry. M3's platform, including Accounting Core(TM) and CoreSelect(TM), are used by over 9,000 hotel properties across North America, helping owners and management companies streamline their financial operations. Learn more at www.M3as.com.

HITEC
Jul 16th, 2025
M3 Appoints New CTO and VP of HR, Launches Next Evolution of CoreSelect

M3, the hospitality industry's leading cloud-based financial software platform, announces the recent appointment of Klavs Miller as Chief Technology Officer (CTO) and Allison Carter as Vice President of Human Resources.

PYMNTS
Mar 19th, 2025
Edenred Debuts Virtual Card Solution For Insurance Payouts

Edenred Payment Solutions has unveiled a tool to speed insurance claim payouts. The U.K. company’s virtual card number (VCN) product, announced Wednesday (March 19), is designed to let customers access funds instantly rather than waiting weeks for reimbursements. “Virtual cards and embedded finance are transforming the insurance industry by streamlining the claim payout process,” Rehana Mitha, Edenred’s managing director, said in a news release provided to PYMNTS. “These technologies enable instant access to funds; eliminating delays and reducing paperwork for policyholders, while also offering insurers better transparency and fraud prevention tools.”

PYMNTS
Mar 17th, 2025
3 Ways Embedded Finance Solutions Are Remaking B2B Procurement

The golden rule of work is often to keep personal and professional lives separate. But when it comes to payments, the seamless experiences and expectations that internal decision makers have in their personal lives are reshaping the B2B payments landscape. Embedded finance, the integration of financial services such as buy now, pay later (BNPL) within non-financial platforms, has emerged as a critical driver of change. As FinTech innovation seeps into the corporate landscape, B2B payments are shedding their bureaucratic layers, replacing paper checks and ACH transfers with embedded financial solutions that mirror consumer experiences. From eCommerce giants embedding lending options into their platforms to software-as-a-service (SaaS) providers offering real-time payment processing and other services, embedded finance is making finance invisible yet accessible, enabling businesses to focus on operations rather than payment frictions