Customer Success Lead

Reposted 7 Days Ago
Be an Early Applicant
San Francisco, CA
In-Office
160K-200K Annually
Mid level
Artificial Intelligence • Software • Analytics • Financial Services
Campfire is the AI-first ERP powering next-gen finance & accounting teams.
The Role
Lead the Customer Experience & Implementation team, managing high-impact client projects, guiding implementation specialists, and ensuring successful ERP migrations and client satisfaction.
Summary Generated by Built In
About the Role

As a Lead Customer Success Manager at Campfire, you will own the strategic success of our most complex and high-impact customers while also helping define the Customer Success motion for the company. You will be a player-coach—managing key accounts directly while mentoring and supporting a growing team of Customer Success Managers.

You will serve as the bridge between customers, Product, and Engineering, ensuring our customers realize measurable value from Campfire, stay deeply engaged with the platform, and continue to expand their use of our product.

Key ResponsibilitiesLeadership & Team Development
  • Mentor, coach, and support Customer Success Managers to drive high-quality customer outcomes.

  • Set standards, best practices, and playbooks for onboarding handoff, steady-state success, QBRs, and renewals.

  • Partner with leadership on team strategy, capacity planning, and customer segmentation models.

  • Review account health, renewal forecasts, and risk pipelines with the team.

Customer Ownership & Retention
  • Build strong executive relationships with CFOs, Controllers, and Finance leaders.

  • Drive adoption, engagement, retention, and long-term success across assigned accounts.

  • Lead QBRs, success planning, and renewal strategy for high-value customers.

  • Proactively identify and mitigate churn risk.

Growth & Expansion
  • Identify expansion opportunities (new modules, seats, geographies, entities, use cases).

  • Partner with Sales to scope and close upsell and cross-sell opportunities.

  • Influence account strategy to maximize customer lifetime value.

Product Adoption & Enablement
  • Ensure customers are continuously optimizing workflows on Campfire.

  • Lead enablement sessions, best-practice reviews, and executive readouts.

  • Roll out major product updates and drive adoption of new features.

Cross-Functional Leadership
  • Serve as senior escalation point for customer issues post go-live.

  • Represent customer voice in roadmap discussions and product prioritization.

  • Partner closely with Implementation, Product, Support, and Engineering to improve customer experience end-to-end.

  • Influence internal process improvements across Sales → Implementation → CS handoffs.

Experience & Qualifications
  • 5+ years in Customer Success, ideally in a complex industry like fintech, payments, or finance B2B software.

  • 2+ years in a senior, lead, or informal people-lead capacity (mentoring, onboarding, or coaching others).

  • Strong preference for accounting, audit, or finance backgrounds.

  • Bonus: ERP experience (QuickBooks, Xero, Sage Intacct, NetSuite).

  • Strong technical aptitude and ability to learn complex platforms quickly.

  • Bachelor’s degree or equivalent experience.

Personal Attributes
  • Executive presence with the ability to partner with CFO-level stakeholders.

  • Proactive, structured, and able to thrive in a fast-paced, scaling environment.

  • Excellent communicator and relationship-builder.

  • Strategic thinker with strong problem-solving skills.

  • Growth mindset with a passion for building processes, people, and customer experience.

Top Skills

Erp
Google Sheets
Excel
NetSuite
Quickbooks
Sage Intacct
Xero
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The Company
HQ: San Francisco, California
44 Employees
Year Founded: 2023

What We Do

Campfire is the AI-native ERP for mid-size and enterprise companies to close fast and scale faster. Features include a powerful general ledger, invoicing, billing, revenue accounting and reporting, financial statements, AI-powered conversational reporting, and automated accounting workflows such as bank reconciliation. The product is natively integrated with industry leading solutions such as Ramp, Rippling, Salesforce, and has over 100+ API endpoints to build custom integrations and workflows.

Campfire's customers range from 50 to 5,000 employees with a variety of business models including SaaS, usage, consulting and transactions including customers such as Replit and Advisor360.

The company is headquartered in San Francisco and backed by Accel, Foundation Capital, Y Combinator and Capital49 (Airwallex).

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