Customer Success Manager
Worth AI · Fintech & payments
Remote (US); offices in Orlando, FL
CSMStartup
Still open · posted 21 days ago
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Customer Success Manager
Campfire · Fintech & payments
On-site in San Francisco or NY; must live near San Francisco, CA
Customer successHiring 2
Opens the job on Campfire's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Own a portfolio of finance and accounting customers on Campfire's ERP, driving adoption, running QBRs, managing renewals and spotting expansion.
Pay
Not listed
ATS shows $100k-$170k with equity and commission but no base/OTE label
Where you work
On-site in San Francisco or NY; must live near San Francisco, CA
Selling to
startup and mid-market finance teams
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
3+ years
Degree
Preferred, not required
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at CampfireWe found 30 current reps: 10 SDRs, 17 AEs, 1 SDR managers. SDRs reply the most; they were in your shoes recently. See them ↓
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what Campfire sells.
- 3Have a 15-minute chatGood questions for this role:
- What does a normal day look like for you?
- How did you land the job? What stood out in your interviews?
- The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
- How is the team doing on quota? What separates the people who hit it?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the Campfire cheat sheet and the role-play guide.
Talk to someone at Campfire before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
As a
Customer Success Manager at Campfire
, you will own a portfolio of customers and be responsible for driving adoption, retention, and long-term success. You will be the primary partner to finance and accounting teams, ensuring customers realize measurable value from Campfire and feel confident running their core financial operations on our platform.
You will work closely with Implementation, Product, Support, and Sales to deliver a best-in-class customer experience and identify opportunities for expansion and growth.
Key Responsibilities
Customer Ownership & Success
Own post-implementation success for a portfolio of customers
Build strong relationships with Controllers, Accounting Managers, and Finance leaders
Drive adoption, engagement, and value realization across accounts
Proactively manage account health and identify churn risk
Lead QBRs, success planning, and ongoing check-ins
Retention & Growth
Manage renewals for your book of business
Identify and support expansion opportunities (seats, modules, entities, geographies, use cases)
Partner with Sales to scope and close upsell and cross-sell opportunities
Maintain accurate renewal forecasts and risk pipelines
Product Adoption & Enablement
Lead customer enablement sessions and workflow optimization reviews
Support rollout of new product features and modules
Ensure customers are following best practices and getting maximum value from Campfire
Cross-Functional Collaboration
Partner closely with Implementation to ensure smooth handoffs and successful go-lives
Work with Support and Product to resolve issues and escalate customer feedback
Represent customer voice internally and help improve processes across the customer lifecycle
Experience & Qualifications
3+ years of Customer Success or Account Management experience in B2B SaaS
Experience supporting finance, accounting, or operations teams strongly preferred
Bonus: ERP or accounting software experience (QuickBooks, Xero, Sage Intacct, NetSuite)
Strong technical aptitude and ability to learn complex platforms quickly
Bachelor’s degree or equivalent experience
Personal Attributes
Customer-first mindset with strong ownership and accountability
Excellent communicator and relationship builder
Organized, proactive, and comfortable managing multiple accounts
Strong problem-solver who thrives in a fast-moving startup environment
Growth mindset and eagerness to learn and develop
