Customer Success Manager at Graphite Financial Group

, , United States -

Full Time

Start Date

Immediate

Expiry Date

08 May, 26

Salary

0.0

Posted On

07 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success, Financial Acumen, Strategic Advisory, Revenue Management, Crisis Management, Account Health, Leadership, Mentorship, Negotiation, Executive Presence, Influencing, Problem-Solving, B2B Professional Services, FinTech, Corporate Financial Operations

Industry

Financial Services

Description

The Role: As a Customer Success Manager (CSM) at Graphite Financial, you are the strategic "Face" of the account. You aren't just managing a checklist; you are a trusted advisor to founders and executive teams. You will leverage your financial acumen to translate complex data into growth strategies, ensuring our clients don’t just stay with us—they thrive. You own the high-level relationship, the renewal, and the expansion strategy, while providing mentorship to the Senior Associates who support your book of business. What You'll Do: Strategic Advisory: Lead high-impact Quarterly Business Reviews (QBRs) that move beyond "status updates" to provide deep insights into financial statements and operational gaps. Revenue & Retention: You are responsible for identifying upsell/expansion opportunities and driving contract renewals. Crisis Management: Act as the final point of escalation, turning potential churn risks into long-term retention wins through creative problem-solving and executive presence. Account Health & Strategy: Develop and monitor client health scores, proactively intervening with strategies for at-risk accounts. Leadership & Mentorship: Guide and mentor Senior Associates, ensuring they meet project milestones and maintain the operational integrity of your accounts. What You'll Bring: Experience: 3+ years in B2B Professional Services or FinTech. You must have a proven track record of managing a book of business and owning revenue targets (renewals/upsells). Financial Literacy: A deep understanding of corporate financial operations. Education: Bachelor’s Degree in Accounting or Finance (highly preferred). Soft Skills: Expert-level negotiation, executive presence, and the ability to influence C-suite decision-makers. Comprehensive Benefits & Perks: Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. Financial Security: Company-paid Short-Term and Long-Term Disability insurance. Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. 401k: With a company match

Responsibilities

As a Customer Success Manager, you will lead strategic advisory sessions and manage client relationships to ensure retention and growth. You will also mentor Senior Associates and develop strategies for at-risk accounts.