FinQuery
SaaS
CustomerSuccessManagerII
Neural analysis suggests this role is
optimal for Mid candidates.
“Customer Success Manager II at FinQuery. Skills: Customer Success, Account Management, Relationship Building. Serve as face of FinQuery. Build trusting relationships”
What You'll Achieve.
Maximize customer satisfaction rates; Ensure positive net revenue retention; Achieve customer goals
Industry & Context.
De-escalation; Issue resolution
What They're Looking For.
Must Have
3-4 years customer success experience, 3-4 years account management experience, 4-year degree or equivalent experience, Good communication skills, Organizational skills, Detail oriented
Nice to Have
Experience creating success plans, Experience utilizing data to identify customer health, Analytical mindset, Goal oriented mindset, Emerging ability to recognize upsell opportunities, Emerging ability to recognize expansion opportunities, Exposure to contract negotiations, Exposure to renewal discussions
What You'll Do.
Serve as face of FinQuery
Build trusting relationships
Understand customer needs
Understand customer pain points
Maximize customer satisfaction rates
Drive expansion by identifying needs
Educate product team on customer needs
Contribute to product roadmap development
Work with sales and implementation teams
Ensure smooth transition from presale to post-sale
Keep up to date with implementation progress
Schedule graduation calls
Develop and maintain customer relationships
Act as primary point of contact
Conduct regular proactive calls
Conduct account reviews
Utilize CRM to maintain records
Monitor health metrics
Take corrective action to mitigate churn risk
Loop in leadership when necessary
Identify upsell opportunities
Identify cross sell opportunities
Increase customer usage
Increase product adoption
Own customer renewal cycles
Work with internal stakeholders
Ensure customer satisfaction during renewal
Adhere to contractual requirements
Initiate renewal discussions
Provide pricing information
Build Customer Success Plans
Establish critical goals
Establish desired business outcomes
Establish key performance indicators
Aid customer in achieving goals
Manage customer complaints
Utilize internal resources to resolve issues
Collect customer feedback
Analyze customer feedback
Disseminate customer feedback
Inform product roadmaps
Utilize customer data and metrics
Provide actionable insights to customer
Identify opportunities for customer advocacy
Conduct business in accordance with policies
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Work with sales teams; Work with implementation teams; Partner with management
Communication Scope
Verbal communication; Written communication; Lead meetings; Host webinars
Full Job Description
## Description 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 As a Customer Success Manager II, you will fill the critical role of serving as the face of FinQuery with respect to your assigned customers, ensuring the highest level of customer satisfaction in the industry by proactively building trusting relationships with, and understanding the needs and pain points of, each of your customers. You will be responsible for maximizing customer satisfaction rates, driving expansion by identifying customers’ needs for additional products and services, and managing renewals. In this role you will promote adoption, engagement and advocacy, enhancing FinQuery’s reputation and brand recognition. By proactively understanding and educating the product team about your customers’ needs, you will meaningfully contribute to the development of FinQuery’s product roadmap. The Customer Success Manager II has excellent verbal and written communication skills with the ability to lead meetings and host webinars. Reports to Customer Success Leader and/or Team Lead ## How You Will Make an Impact Client Onboarding: Work
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