The Role
Seeking a Senior Vice President, Customer Success to oversee post-sale customer lifecycle, drive retention and expansion, and build an effective Customer Success organization.
Summary Generated by Built In
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.
Solve the Problems That Matter Most
FinQuery is seeking a Senior Vice President, Customer Success to own the entire post-sale customer lifecycle. Serving as a key member of the executive team, you will act as the strategic owner for the installed base, responsible for protecting our high customer retention, expanding existing relationships, and building a scalable Customer Success (CS) organization to support our multi-product strategy.
As part of the executive team, will set the vision, build the operating model, manage the CS leadership team, and partner closely with Sales, Product, Professional Services, and Support to ensure measurable customer outcomes and drive growth within the base.
If you are a results-driven professional who thrives on helping organizations transform their Customer Success operations, this is your chance to make an immediate impact with a fast growing company.
How You'll Make a Strategic Impact:
- I. Strategy & Product Advocacy
- Define FinQuery’s overarching Customer Success strategy across adoption, renewals, and expansion for all products, ensuring alignment with aggressive company growth objectives.
- Serve as the critical strategic partner across the C-Suite and GTM functions, ensuring customer feedback directly informs roadmap, delivery, and future growth strategy.
- Architect and execute structured Customer Advocacy programs (including case studies, references, G2 reviews, and user groups) that directly contribute to pipeline generation and market awareness.
- Champion the Voice of the Customer in executive and product planning sessions by running a formalized Executive Business Review (EBR) rhythm, quantifying the revenue and retention impact of identified product gaps, and bringing documented requirements to Product.
- II. Financial Performance & Growth
- Drive the Commercial Engine: Drive all financial outcomes from the installed base, including Gross Retention, Net Revenue Retention (NRR), and logo retention.
- Drive financial confidence by owning the rigor and accuracy of the renewal forecast across the entire portfolio, presenting defensible retention projections to the executive team and board.
- Capitalize on Expansion: Identify, prioritize, and capture multi-product expansion and Product-Led Growth (PLG) opportunities by leveraging usage data to trigger targeted outreach and offers.
- Partner with Sales and Finance to define and enforce clear Rules of Engagement for all expansion, add-ons, and multi-product adoption motions, standardizing commercial consistency.
- III. Operational Excellence & Team Building
- Design and implement a unified, data-driven CS platform that standardizes playbooks and uses product usage, support signals, and financial data to prioritize customer actions and guarantee CSM consistency.
- Build the Future Team: Lead, mentor, and grow a multi-level Customer Success organization across CSM, Onboarding, and Renewals, setting ambitious hiring profiles and productivity expectations for all roles and promoting a culture of ownership, preparation, and fast escalation.
- Scale Service Excellence: Build a tiered coverage model that aligns service levels to ACV, opportunity, and product mix for maximum efficiency and return.
- Mitigate Risk Proactively: Establish a formal, cross-functional rhythm for reviewing at-risk accounts weekly, driving immediate resolution of product, data, or support issues.
- Coach and develop Customer Success Managers to master executive-level customer meetings and strategically position FinQuery’s broader platform.
- Identify, implement, and optimize AI tools and processes that enhance the digital customer experience and empower the team to focus on high-value, strategic tasks.
The Expertise You'll Bring:
- 12 or more years in B2B SaaS with seven or more years progressive leadership experience building and developing multi-level Customer Success Management teams in an enterprise SaaS environment.
- Proven ownership of ARR retention and expansion targets at scale, preferably in a multi-product environment.
- Experience serving accounting, finance, or compliance buyers, or another workflow where accuracy and time to close matter.
- Strong operator who builds dashboards, reviews data weekly, and can speak to churn at the account level.
- Exceptional executive presence, communication, and influencing skills utilized to present to customers, the C-suite, and the board.
- Expertise in CRM (HubSpot, Salesforce) and customer success platforms (Gainsight, ChurnZero, or equivalent).
- Demonstrated experience in cross-functional leadership to influence internal organizations on strategic GTM initiatives.
- Familiarity with AI tooling, journey orchestration, and agentic models in CS.
- Deep understanding of customer lifecycle management, including onboarding, QBRs, journey mapping, and digital CS strategies.
Bonus Points If You Have:
- Direct experience navigating a significant transition to or scaling within a multi-product SaaS environment.
- Experience driving Product-Led Growth initiatives within a Customer Success framework.
- Demonstrated history of substantially improving renewal forecast accuracy quarter-over-quarter.
Benefits
For Your Growth:
• Annual employee development program stipend of $2,000 for each employee
• Mentorship program (available immediately)
• Sabbatical program (4 weeks after 5 years of service)
• Advancement opportunities based on results
For Your Financial Well-being:
• 401(k) plan with employer matching
• Signing stipend for a work-from-home setup
For Your Health & Wellness:
• Great health benefits with multiple plan option
• Flexible PTO (including 11 holidays and your birthday off)
• Free gym membership at our office (Atlanta HQ)
• Casual dress environment (when in office)
• Catered lunches every Tuesday & Thursday (when in office)
For Your Family & Life:
• Parental Leave Benefits
• Fertility/Adoption Assistance
• Annual tutoring stipend for your children (pending eligibility)
About Us
FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
Top Skills
AI
Churnzero
CRM
Gainsight
Hubspot
Salesforce
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The Company
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way.
More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs.
And what makes it truly intelligent? We let you do it all on one platform.
FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools.
You’ll see the most where you’re spending the most.
