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BlackLine

Cloud-based SaaS for financial close

Senior Customer Success Manager

Customer SuccessConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 7 years of experience in accounting, auditing, or the financial industry and associated software solutions.
  • A bachelor's degree in Accounting, Economics, or Business Administration.
  • At least 5 years of customer-facing experience, internal or external.
  • Updated knowledge of current accounting practices and industry changes.
  • Knowledge of Gainsight or an equivalent customer success tool, and Salesforce CRM.
  • Ability to manage changing priorities and high-pressure situations with poise, diplomacy, and tact.
  • A highly process-oriented mindset and ability to tell stories with data.
  • Strong interpersonal and consultative skills, with a proven record of building trusted-advisor relationships and driving customer business value.
  • Listening, diagnostic, and empathy skills to understand customers and help solve their problems.
  • Strong verbal and written professional communication skills.
  • Presentation skills and comfort presenting.
  • Prioritization and time-management skills.
  • Self-motivation, proactivity, teamwork, curiosity, and a passion for learning.

Responsibilities

  • Deliver the Customer Success program strategy, supporting customers from contract signature through implementation and ongoing adoption.
  • Partner with Account Managers to guide customers through the BlackLine journey after initial contract implementation and help them realize return on investment.
  • Provide actionable advice, coaching, and product expertise to increase adoption and assist the Account Management team with license expansion.
  • Educate clients on existing and new product features and functionality, including how they contribute to business objectives.
  • Conduct success planning activities, including Business Reviews, Success Reviews, and Success Path creation, to understand corporate goals and help clients improve efficiency with the solutions.
  • Communicate BlackLine's value to customers throughout their journey.
  • Work with sales executives and other departments on account planning focused on expansion, reducing license and product adoption whitespace, improving customer sentiment, and reducing churn risk.
  • Deliver Success Reviews, Business Reviews, customer advocacy activities, solution coaching, and other adoption deliverables through webcasts, teleconferences, or on-site visits.
  • Assess the impact of assigned client activities, such as ERP changes, on BlackLine.
  • Stay current on BlackLine solutions, detailed product functionality, and proper use.
  • Communicate competitive differentiation to advance opportunities and prevent churn.
  • Identify and report at-risk clients, including renewal impacts, and guide customers through the Red-to-Green process.
  • Provide feedback to internal customer teams to improve customer experience.
  • Share BlackLine best practices, use cases, and client stories internally and externally, including in the Community, to help clients expand application use.
  • Assist with providing customer references.
  • Attend and participate in BlackLine Meet Ups, Client Roundtables, Customer Success Labs, Best Practice Summits, conferences, and other events, providing coverage, education, and application expertise.
  • Log client communications and document relevant activities in internal customer relationship management software and other assigned tools.
  • Travel as required.
  • Perform other duties as assigned.

Desired Qualifications

  • Experience with BlackLine R2R solutions.

About the Company

BlackLine

Cloud-based SaaS for financial close

BlackLine provides cloud-based financial automation tools for finance and accounting teams to automate and streamline the financial close process. It uses a SaaS platform that customers access via a subscription, with pricing based on users or transaction volumes, plus optional professional services for implementation and optimization. The product helps organizations automate tasks, enforce internal controls, and standardize close activities across multinational enterprises. Its goal is to improve efficiency, accuracy, and compliance in financial operations while generating steady recurring revenue through subscriptions and services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Los Angeles, CA
Founded
2001

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