FreshBooks

Sr. Manager - Customer Success D42 Freshworks

Boston, Massachusetts, United States

Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Software, Customer Experience, Employee Experience, Service SoftwareIndustries

Requirements

Candidates must have 6-10 years of experience in Customer Success or related roles, with at least 2 years in people leadership. A proven track record of consistently meeting Gross Retention and Net Expansion targets, and experience building and scaling CSM teams in SaaS or multi-product environments are essential. Strong knowledge of customer engagement models, lifecycle management, and strategic account planning is required, along with exceptional communication, coaching, and collaboration skills. A growth mindset rooted in transparency, accountability, excellence, and empathy is also necessary, and availability to travel is expected.

Responsibilities

The Sr. Manager of Customer Success Management will lead and mentor a team of CSM leaders and individual contributors, fostering a high-performance culture focused on development and collaboration. This role involves owning strategies for churn prevention and revenue expansion through proactive account management, value communication, health checks, and identifying growth opportunities. The manager will also act as a sponsor for key accounts, build trust with customer stakeholders, and align solutions with their strategic goals. Additionally, they will lead cross-functional initiatives to enhance CSM workflows, improve the customer lifecycle, and standardize engagement models, success planning tools, and enablement practices. Providing clear reporting and insights to senior leadership, flagging risks, sharing customer feedback, and supporting data-informed decision-making are also key responsibilities.

Skills

Customer Success Management
Team Leadership
Customer Retention
Customer Expansion
Data-Driven Decision Making
Mentoring

FreshBooks

Cloud-based accounting software for businesses

About FreshBooks

FreshBooks provides cloud-based accounting software aimed at simplifying financial management for small to medium-sized businesses and self-employed professionals. The software allows users to efficiently track expenses, time, and invoices, making it accessible even for those without accounting experience. Users subscribe to the service with various pricing tiers, and they can take advantage of a 30-day money-back guarantee and an 80% discount for the first four months. FreshBooks stands out from competitors by offering a user-friendly interface and mobile accessibility, enabling users to manage their finances on the go. The company's goal is to help business owners and accountants streamline their financial processes, improve organization, and enhance client relationships.

Toronto, CanadaHeadquarters
2003Year Founded
$149.6MTotal Funding
DEBTCompany Stage
Consumer Software, FintechIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
401(k) Company Match
Stock Options
Unlimited Paid Time Off
Parental Leave
Home Office Stipend
Professional Development Budget

Risks

Increased competition from market leaders may impact FreshBooks' market share.
Dependency on Stripe's technology could pose risks if Stripe faces issues.
Economic downturns may threaten FreshBooks' subscription-based revenue model.

Differentiation

FreshBooks offers a user-friendly platform for non-accountants, simplifying financial management.
The company provides mobile-friendly solutions, catering to the rise of remote work.
FreshBooks' integration with Shopify enhances e-commerce capabilities for online businesses.

Upsides

FreshBooks' subscription model aligns with industry trends, boosting customer acquisition and retention.
The expansion of Stripe Connect features enhances FreshBooks Payments, improving payment processing.
AI-driven financial analytics tools can provide predictive insights, enhancing decision-making.

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