Senior Customer Success Manager

Posted Yesterday
Be an Early Applicant
Mexico City, Cuauhtémoc, Mexico City, MEX
Hybrid
Senior level
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
The platform delivering future-ready financial operations.
The Role
Lead post-sale customer success for BlackLine onboarded customers: drive adoption, prevent churn, execute success and business reviews, coach stakeholders, support account expansion, act as SME across BlackLine solutions, provide product feedback to internal teams, and represent customers at events and presentations.
Summary Generated by Built In

Make Your Mark:

With very limited direction, the Customer Success Manager 3 (CSM3) delivers post-sales efforts to their assigned customers via a consultative Customer Success program strategy specifically associated with BlackLine onboarded customers.  This program strategy encompasses the activities, resources, and relationships necessary to optimize customers' adoption of subscribed licenses and products, prevent attrition and churn, and continually enhance customer health and satisfaction.  The CSM3 uses their immense expertise in the Company's platform and products as well as their domain expertise to provide best practice deliverables.  These deliverables include coaching, Business Reviews, Customer Success Reviews, Success Planning that aligns to the customer corporate goals and objectives and are required to ensure the customer is receiving the value expected from their BlackLine subscription and moving through their customer journey. Due to their extensive accounting industry knowledge as well as their BlackLine knowledge, the CSM 3 is able to effectively provide guidance to clients on how to best adopt BL tools considering the entire finance transformation client journey. The CSM3 acts as a mentor and assists the Customer Enablement team with onboarding new CSMs.  The CSM3 leads customer events with ease and may or may not produce their own presentation content relevant to the audience. They develop a trusted advisor relationship with key customer stakeholders and executive sponsors such that all BlackLine activities are closely aligned with the customer's business and strategic initiatives, allowing the full potential of their BlackLine solution to be realized.  Their knowledge and experience provides clients with additional consulting and vision for using BlackLine. 

You'll Get To:

Deliver on Customer Success program strategy specifically associated with BlackLine onboarded customer as it relates to assigned customers. Track, validate, and provide feedback to AM team to ensure the customer moves through the entire BlackLine journey after initial contract implementation. Deliver actionable advice, coaching and expertise regarding the features and usage of BlackLine's solutions to increase product adoption and to assist the Account Management team in license expansion. Expertly educate clients on existing and new product features and functionality, and how it can contribute to their business objectives. Perform Success Planning activities (Business Reviews, Success Reviews and Success Path creation) for onboarded clients to ensure BlackLine understands their corporate goals and objectives and the client understands their usage and the path forward to gain more efficiency with the solutions. Continually communicate BlackLine value to customer through the entire customer journey. Work as a team with sales executives and other departments on account planning focused on account expansion, reduction of license and product adoption whitespace, increased customer sentiment, and reduced churn risk. Perform effective, Success Reviews, Business Reviews, Success Reviews, customer advocacy activities, solution coaching and other adoption deliverables via webcasts, teleconferences and/or onsite visits. Address assigned client activities' impact on BlackLine and provide best practices. Includes, but not limited to organizational changes, global rollout, and ERP changes. Ensure ERP changes that result in risk of churn or attrition is document. Keep current on all BlackLine solutions, including detailed product functionality and its proper use. Communicate competitive differentiation as needed to further opportunities and prevent churn. Identify and report on "at-risk" clients, including impact on renewals, and guide customers through a successful "Red to Green" process. Participate in 1 or more Expert Team to provide feedback to Product Management team through the Customer Team Enhancement Process related to new functionality requests and specifications Provide feedback to various internal customer teams to improve customer experience. Provide BlackLine best practices, use case scenarios and client stories both internally and externally (including Community) to assist other clients with expanded use of application functionality. Assist with the provision of customer references. Provide coverage, education, and application expertise by attending and participating in BlackLine Meet Ups, Client Roundtables, Customer Success Labs, Best Practice Summits, conferences, and other events. Acts as a SME in BlackLine Reconciliations. Also acts as a SME in at least seven other complex BlackLine solutions Log client communication and document relevant activities within internal customer relationship management software and other tools as assigned. Show passion for BlackLine application and desire to enhance customer satisfaction. Travel may be required Other duties as assigned


What You'll Bring:

Years of Experience in Related Field Domain expertise

  • 7+ years of experience in accounting/auditing and/or in accounting/auditing/financial industry software solutions Prior experience as a Controller and/or Director or Finance Education: Bachelor's degree in Accounting, Economics or Business Administration Master of Business Administration or equivalent Technical/Specialized Knowledge, Skills, and Abilities: 5+ years BlackLine experience required or equivalent 6 Years Customer facing experience (internal or external) CPA, CIA or related professional accounting certification Updated knowledge of current accounting practices and changes in the industry Knowledge of Gainsight, Salesforce CRM, etc. Other: Ability to deal with changing priorities and high-pressure situations with poise diplomacy and tact Highly process-oriented mindset, with a love of telling stories with data Strong interpersonal and consultative skills and proven results building relationships working as a Trusted Advisor to drive business value for customers. Excellent listening, diagnostic and empathy skills: you identify with the customer and want to help solve their problem Strong verbal and written professional communication Demonstrate natural strong presentation skills natural comfortable passion for presenting Prioritization and time management skills Self-motivated, proactive team player with a natural curiosity and passion for learning

Thrive at BlackLine Because You Are Joining:


  • A technology-based company with a sense of adventure and a vision for the future. Every door at BlackLine is open. Just bring your brains, your problem-solving skills, and be part of a winning team at the world's most trusted name in Finance Automation!
  • A culture that is kind, open, and accepting. It's a place where people can embrace what makes them unique, and the mix of cultural backgrounds and varying interests cultivates diverse thought and perspectives.
  • A culture where BlackLiner's continued growth and learning is empowered. BlackLine offers a wide variety of professional development seminars and inclusive affinity groups to celebrate and support our diversity.

BlackLine is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity or expression, race, ethnicity, age, religious creed, national origin, physical or mental disability, ancestry, color, marital status, sexual orientation, military or veteran status, status as a victim of domestic violence, sexual assault or stalking, medical condition, genetic information, or any other protected class or category recognized by applicable equal employment opportunity or other similar laws.


BlackLine recognizes that the ways we work and the workplace itself has shifted. We innovate in a workplace that optimizes a combination of virtual and in-person interactions to maximize collaboration and nurture our culture. Candidates who live within a reasonable commute to one of our offices will work in the office at least 3 days a week.

Accommodations:

BlackLine is committed to creating an inclusive and accessible experience for all candidates. If you require a reasonable accommodation that would better enable your success during the application or interview process, please complete this form.

Skills Required

  • 7+ years of experience in accounting, auditing, or financial industry software solutions
  • 5+ years BlackLine experience (or equivalent)
  • 6+ years customer-facing experience (internal or external)
  • Bachelor's degree in Accounting, Economics, or Business Administration
  • Master of Business Administration or equivalent
  • Prior experience as a Controller and/or Director of Finance
  • CPA, CIA, or related professional accounting certification
  • Updated knowledge of current accounting practices and industry changes
  • Knowledge of Gainsight and Salesforce CRM
  • Acts as SME in BlackLine Reconciliations and at least seven other complex BlackLine solutions
  • Strong interpersonal, consultative, presentation, verbal and written communication skills
  • Ability to deal with changing priorities and high-pressure situations with poise, diplomacy, and tact
  • Highly process-oriented mindset and ability to tell stories with data
  • Experience logging client communication and activities in CRM or customer relationship tools

BlackLine Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BlackLine and has not been reviewed or approved by BlackLine.

  • Healthcare Strength Company materials highlight company‑paid employee medical, dental, and vision insurance, plus comprehensive plan choices and wellness resources. Recent announcements and benefits guides reinforce broad, high‑value healthcare coverage.
  • Leave & Time Off Breadth Unlimited PTO is prominently featured in official communications and marked as employer‑verified on benefits listings. Materials also reference paid holidays, sick time, and flexibility that support time away.
  • Retirement Support A 401(k) with company match and an Employee Stock Purchase Plan are consistently listed across careers pages, plan documents, and filings. Guidance also highlights complementary financial benefits such as dependent care FSA support and tuition reimbursement.

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The Company
HQ: Woodland Hills, CA
1,810 Employees
Year Founded: 2001

What We Do

BlackLine gives you the innovation of AI-powered software solutions you need to optimize workflows, reduce risk, and prepare for tomorrow’s strategic F&A challenges. BlackLine is the leader in the cloud financial close market and the first and only holistic solution to address intercompany operations. Companies can execute and manage financial close, intercompany, and invoice-to-cash processes with end-to-end transparency and intelligent automation. They can shift their focus from governance to guidance and deliver strategic business outcomes faster and with greater control. Since our founding in 2001, BlackLine has become a leading provider of cloud software that automates and controls critical accounting processes. BlackLine is ranked No.5 globally on The Software Report’s 2023 ‘Top 100 Software Companies’ list and earned ‘Top Rated’ awards in Accounting, Financial Close, and Accounts Receivable from TrustRadius. BlackLine was also named to Newsweek’s ‘Most Loved Workplaces’ lists in the US (2022) and UK (2023).  BlackLine is trusted by thousands of companies across all industries and geographies. Headquartered in Woodland Hills, CA, BlackLine is a global company with operations in locations including Pleasanton, New York, London, Paris, Bengaluru, Frankfurt, Tokyo, Singapore, and Sydney. Leading companies like SiriusXM and Domino’s trust BlackLine to close faster with complete and accurate results.

Why Work With Us

BlackLine is a female-founded company led by Therese Tucker, founder and co-CEO. BlackLine is a people-focused company offering a collaborative environment, exciting new challenges, opportunities to acquire new skills, and mentoring to help you succeed. We empower our teams to thrive and always seek new and innovative ways to solve problems.

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