Mid-Market Account Manager
FleetioFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
The ideal candidate possesses 3+ years of experience in Customer Success, Renewal Management, or Account Management, ideally within a fast-growing startup environment. Proven success in increasing renewal rates and experience designing and executing renewal processes for mid-market, high-touch customer relationships are required. Familiarity with CRM platforms like Hubspot or Salesforce is necessary, with experience in CS platforms such as Gainsight or Churnzero being a plus. Strong commercial aptitude, data analysis skills, and the ability to travel up to 30% of the time are essential.
The Mid-Market Customer Success Manager will manage a book of business, overseeing project kick-offs, reviews, and executive business reviews. They will identify customer goals and partner with clients to achieve success plans, while also collaborating with the Customer Support Team on technical issues. The role involves proactively driving adoption and usage to maximize retention, support expansion, and create advocacy. Responsibilities include developing and iterating on renewal processes and playbooks, leveraging product usage data to assess customer health, identifying expansion opportunities in collaboration with Sales, and sharing best practices internally to influence product evolution. On-site customer visits for executive check-ins are also part of the role.
AI-driven automation platform for accountants
Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.