Customer Success Manager II, Supplier at AvidXchange, Inc.

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

0.0

Posted On

06 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success, Account Management, Communication, Interpersonal Skills, Strategic Thinking, Problem Solving, Analytical Skills, CRM Proficiency, Product Training, Relationship Building, Customer Advocacy, Business Reviews, Health Checks, Retention Strategies, Upselling, Cross-Selling

Industry

Software Development

Description

Overview The Customer Success Manager II manages a portfolio of Enterprise customers, acting as a trusted advisor and strategic partner. This role drives customer adoption, retention, and expansion while proactively identifying opportunities to deliver value and influence product strategy. The CSM II collaborates closely with cross-functional teams to resolve issues, implement solutions, and ensure a seamless customer experience. What You’ll Do Act as the primary point of contact for a portfolio of Enterprise customers, building long-term, strategic relationships Guide customers through onboarding, adoption, renewal, and expansion, ensuring alignment with their goals and objectives Conduct business reviews, health checks, and strategic discussions to monitor satisfaction, product utilization, and adoption trends Serve as a customer advocate internally, collaborating with Product, Support, Onboarding, and other teams to address feedback and implement solutions Monitor customer health metrics and proactively identify risks, designing retention strategies and interventions Identify opportunities for account growth, including upselling, cross-selling, and driving expansion initiatives Deliver advanced product training, thought leadership, and best practices to help customers achieve outcomes and maximize ROI Analyze trends, adoption patterns, and feedback to provide insights and recommendations to leadership and product teams Maintain accurate records of interactions, updates, and outcomes in CRM and customer success platforms What We’re Looking For Excellent communication, interpersonal, and relationship-building skills with a customer-first mindset Strong strategic thinking, problem-solving, and analytical skills Proficiency in CRM and customer success platforms (e.g., Salesforce, Gainsight) and familiarity with success metrics Experience managing multiple accounts and priorities in a fast-paced environment Minimum 3–5 years of experience in customer success, account management, or a related field Ability to influence internal teams and drive cross-functional alignment to deliver customer value Enthusiasm for technology and commitment to continuous learning about products and solutions Up to 25% travel may be required About AvidXchange AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, we are a technology company, but if you ask anyone who works here, they’ll tell you our people are at the core of who we are. We focus on creating a culture of Diversity, Inclusion & Belonging, and are proud to be a safe place where teammates can bring their whole selves to work. At AvidXchange, mindset is everything. We are Connected as People, Growth Minded, and Customer Obsessed. These three mindsets represent our culture – who we are, who we’ve always been, and they guide us to improve every day. Since our founding in 2000 in Charlotte, NC, we’ve created a company of over 1,600 teammates working across the U.S., or remotely. AvidXchange is proud to be Certified™ as a Great Place to Work®. The prestigious recognition is based on anonymous data from our teammates and makes official what our teammates have known for years – that AvidXchange is a Great Place to Work®. Who you are: A go-getter with an entrepreneurial mindset – that means you are not afraid of taking risks, winning big or facing the unknown. Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships. Focused on making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential. What you’ll get: AvidXchange teammates (we call them AvidXers) get the perks and prestige of a publicly traded tech company paired with the flexibility of a founder-led startup. We help our AvidXers develop as professionals and as human beings, providing work/life balance, development programs, competitive benefits and equity options. At AvidXchange, we are building more than a tech company – we are building an experience. We remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact. If you want to help us grow while realizing your potential and creating stories you’ll tell for years, you’ve come to the right place. AvidXers enjoy: 18 days PTO* 11 Holidays (8 company recognized & 3 floating holidays) 16 hours per year of paid Volunteer Time Off (VTO) Competitive Healthcare High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage 100% AvidXchange paid Dental Base Plan Coverage 100% AvidXchange paid Life Insurance 100% AvidXchange paid Long-Term Disability 100% AvidXchange paid Short-Term Disability Employee Assistance Program (EAP) - Provides counseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents 401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2% Parental Leave: 8 weeks 100% paid by AvidXchange** Discounts on Pet, Home, and Auto insurance WeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers Perks at Work: free discount program that provides teammates the opportunity to save on items from electronics, movie tickets, car buying, vacations, and more Onsite gym fitness center, yoga studio, and basketball court Tuition Reimbursement up to the federal maximum of $5,250*** Hybrid Workplace Flexibility Free parking *Fully granted from beginning of year, pro-rated if hired mid-year **Must be full-time for at least 3 months ***Must be full-time for at least one year Equal Employment Opportunity AvidXchange is an equal opportunity employer. AvidXchange is committed to equal employment opportunity in accordance with applicable federal, state, and local laws. AvidXchange will not discriminate against applicants for employment on any legally recognized basis. This includes, but is not limited to veteran status, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age and physical or mental disability.

Responsibilities

The Customer Success Manager II manages a portfolio of Enterprise customers, acting as a trusted advisor and strategic partner. This role drives customer adoption, retention, and expansion while proactively identifying opportunities to deliver value.