FinQuery

SaaS

CustomerSuccessManagerII

£55–75k ~AI est. United Kingdom FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

SaaS
Problems you'll solve

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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