Lead, Customer Success

Reposted 11 Days Ago
Be an Early Applicant
San Francisco, CA
In-Office
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 the Lead of our Customer Experience & Implementation team at Campfire, you’ll not only manage high-impact client projects but also guide and mentor our growing implementation team. You will be the strategic link between our clients and our product, ensuring smooth ERP migrations, seamless onboarding, and ongoing adoption. You’ll set the standard for excellence in client experience, define best practices, and collaborate cross-functionally to improve processes and product features.

Key Responsibilities

Leadership & Strategy

  • Lead, mentor, and develop a team of implementation specialists and customer experience managers.

  • Establish and refine implementation best practices, playbooks, and documentation.

  • Partner with leadership to identify and execute strategies that increase product adoption, retention, and customer satisfaction.

  • Monitor team performance and provide coaching to ensure high-quality delivery across all projects.

Client Delivery

  • Own and oversee the ERP implementation process for high-value and complex customers, from kickoff to go-live.

  • Ensure successful migration of customer data from legacy systems according to requirements and compliance standards.

  • Conduct training sessions to ensure customer teams are proficient and confident using our platform.

  • Serve as the escalation point for critical accounts during both implementation and post-go-live phases.

  • Identify expansion opportunities and work with Customer Success to drive upsell and cross-sell initiatives.

Cross-Functional Collaboration

  • Partner with Product and Engineering teams to advocate for customer needs, reporting bugs, and prioritizing feature requests.

  • Provide feedback loops to influence roadmap decisions and improve product usability.

Experience & Qualifications

  • 4+ years of experience in accounting, audit, finance, or in customer-facing roles such as implementation, customer success, or account management, with at least 1–2 years in a leadership or team lead capacity.

  • Strong preference for candidates with in-house or public accounting backgrounds.

  • Bonus: At least 1 year of ERP experience (QuickBooks, Xero, Sage Intacct, NetSuite).

  • Strong technical aptitude with the ability to quickly learn and configure new software platforms.

  • ERP Implementation or Project management leadership experience

  • Proficient in Microsoft Excel/Google Sheets (intermediate level or above).

  • Bachelor’s degree or equivalent experience in a relevant field.

Personal Attributes

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

  • Excellent attention to detail with the ability to manage competing deadlines.

  • Strong communication, interpersonal, and stakeholder management skills.

  • Skilled problem-solver who can translate customer needs into actionable solutions.

  • Growth mindset with a passion for continuous improvement—for yourself, your team, and the 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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