Crunchafi
Job Title:
Customer Success Manager
Reports to:
Manager, Client Experience
Type:
Full time, salaried + commission
Location:
Remote
Travel Requirements: Quarterly travel requirements to in person meetings (typically Milwaukee, WI) and must be willing to travel to client locations or conferences as needed.
About Crunchafi
Crunchafi (formerly LeaseCrunch) is revolutionizing the world of accounting with easy-to-use, cloud-based solutions designed to simplify complex financial data management. Our products empower CPA firms and financial professionals by streamlining lease accounting, data extraction, and cash flow forecasting, helping them deliver strategic value faster and more efficiently. Trusted by over 750 firms and more than 27,000 companies, Crunchafi combines cutting-edge technology with expert support to power the future of accounting.
Our Team
Crunchafi is made up of passionate, forward-thinking professionals committed to transforming the accounting industry. Our team is dedicated to providing innovative solutions that simplify accounting processes and provide actionable financial insights. We value collaboration, creativity, humor, and a shared vision of improving the accounting profession through technology.
Why Join Us?
We are looking for talented individuals to join our growing team and contribute to our mission of empowering CPA firms and financial professionals. At Crunchafi, you'll be part of a dynamic, collaborative environment where your ideas are valued, and your growth is supported. We offer a rewarding work/life balance, opportunities for professional development, and a chance to make a real impact in the world of accounting.
Position Overview
The Customer Success Manager (CSM) plays a critical revenue-driving role at Crunchafi. You'll manage the entire client lifecycle, from onboarding and adoption to cross-sell, upsell, renewal, and retention. You'll own a book of business across all products (Data Extraction and Lease Accounting), ensuring clients receive value and grow their engagement with our platform.
This is a strategic, quota-carrying role that requires strong sales instincts and the ability to scale relationships across a broad client portfolio. Ideal candidates are proactive, entrepreneurial, and thrive in a fast-paced, high-growth environment.
What You'll Do
Manage long-term relationships with an assigned book of CPA firms, building trust with key stakeholders and understanding their service lines Lead all renewal activities, including forecasting, negotiation, and closing multi-year contracts Drive cross-sell and upsell opportunities in partnership with Account Executives across all product lines Monitor account health, mitigate risk early, and ensure consistent product value to retain clients Uncover and pursue expansion opportunities across service lines and teams Achieve sales and retention targets through disciplined pipeline management Partner with Sales to ensure smooth handoffs and successful onboarding of new clients Act as a strategic advisor, aligning client needs with platform capabilities Work cross-functionally on account plans and growth strategies Track account usage and health metrics to spot risks and expansion opportunities Represent Crunchafi at client meetings and industry events (virtual and in-person) Stay informed on industry trends and continuously look for ways to add value
Who You Are
Proven experience in customer success, account management, or B2B SaaS Comfortable owning revenue responsibilities, including renewals, upsells, and cross-sells Strong communicator with the ability to influence and build trust across stakeholders, including executives Self-starter with strong organizational skills and a results-driven mindset Proactive and comfortable managing a high-volume book of business Familiarity with accounting, finance, or professional services clients is a plus High level of ownership and follow-through, with a client-first mindset Benefits
Remote work-from-home environment Competitive salary, health, dental and vision insurance plans Flexible time off 401K retirement savings plans for US-based employees, with 3% employer match Incentive Equity Plan Professional development opportunities Dynamic and collaborative work environment with opportunities for growth
Customer Success Manager
Reports to:
Manager, Client Experience
Type:
Full time, salaried + commission
Location:
Remote
Travel Requirements: Quarterly travel requirements to in person meetings (typically Milwaukee, WI) and must be willing to travel to client locations or conferences as needed.
About Crunchafi
Crunchafi (formerly LeaseCrunch) is revolutionizing the world of accounting with easy-to-use, cloud-based solutions designed to simplify complex financial data management. Our products empower CPA firms and financial professionals by streamlining lease accounting, data extraction, and cash flow forecasting, helping them deliver strategic value faster and more efficiently. Trusted by over 750 firms and more than 27,000 companies, Crunchafi combines cutting-edge technology with expert support to power the future of accounting.
Our Team
Crunchafi is made up of passionate, forward-thinking professionals committed to transforming the accounting industry. Our team is dedicated to providing innovative solutions that simplify accounting processes and provide actionable financial insights. We value collaboration, creativity, humor, and a shared vision of improving the accounting profession through technology.
Why Join Us?
We are looking for talented individuals to join our growing team and contribute to our mission of empowering CPA firms and financial professionals. At Crunchafi, you'll be part of a dynamic, collaborative environment where your ideas are valued, and your growth is supported. We offer a rewarding work/life balance, opportunities for professional development, and a chance to make a real impact in the world of accounting.
Position Overview
The Customer Success Manager (CSM) plays a critical revenue-driving role at Crunchafi. You'll manage the entire client lifecycle, from onboarding and adoption to cross-sell, upsell, renewal, and retention. You'll own a book of business across all products (Data Extraction and Lease Accounting), ensuring clients receive value and grow their engagement with our platform.
This is a strategic, quota-carrying role that requires strong sales instincts and the ability to scale relationships across a broad client portfolio. Ideal candidates are proactive, entrepreneurial, and thrive in a fast-paced, high-growth environment.
What You'll Do
Manage long-term relationships with an assigned book of CPA firms, building trust with key stakeholders and understanding their service lines Lead all renewal activities, including forecasting, negotiation, and closing multi-year contracts Drive cross-sell and upsell opportunities in partnership with Account Executives across all product lines Monitor account health, mitigate risk early, and ensure consistent product value to retain clients Uncover and pursue expansion opportunities across service lines and teams Achieve sales and retention targets through disciplined pipeline management Partner with Sales to ensure smooth handoffs and successful onboarding of new clients Act as a strategic advisor, aligning client needs with platform capabilities Work cross-functionally on account plans and growth strategies Track account usage and health metrics to spot risks and expansion opportunities Represent Crunchafi at client meetings and industry events (virtual and in-person) Stay informed on industry trends and continuously look for ways to add value
Who You Are
Proven experience in customer success, account management, or B2B SaaS Comfortable owning revenue responsibilities, including renewals, upsells, and cross-sells Strong communicator with the ability to influence and build trust across stakeholders, including executives Self-starter with strong organizational skills and a results-driven mindset Proactive and comfortable managing a high-volume book of business Familiarity with accounting, finance, or professional services clients is a plus High level of ownership and follow-through, with a client-first mindset Benefits
Remote work-from-home environment Competitive salary, health, dental and vision insurance plans Flexible time off 401K retirement savings plans for US-based employees, with 3% employer match Incentive Equity Plan Professional development opportunities Dynamic and collaborative work environment with opportunities for growth