BlackLine

Customer Success Manager

BlackLine$110K — $138K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in customer success or related fields
  • Strong understanding of digital transformation frameworks
  • Expertise in BlackLine software and process optimization
  • Knowledge of accounting principles and internal controls
  • Experience in consulting or strategic advisory roles

Responsibilities

  • Partner with Lead Account Managers to develop customer success strategies
  • Execute the Foundational Program for onboarding and training
  • Consult and direct customers through the Digital Transformation Framework
  • Assess customer processes and develop a BluePrint for optimization
  • Design innovative solutions for complex customer challenges
  • Facilitate executive strategy sessions and provide thought leadership

Benefits

  • Opportunities for professional growth and development
  • Collaborative work environment focused on innovation
  • Engagement with industry leaders and extensive networking
  • Access to cutting-edge tools and technologies
  • Flexible work arrangements to support work-life balance
Full Job Description
Make Your Mark:
The Customer Success Manager (CSM) partners with Lead Account Managers to provide thought leadership and drive customers to integrate strategy, process, and technology to optimize the Office of the CFO. Using one standard success plan, CSMs execute the Foundational Program to 1) Verify Platform Setup, 2) Encourage System Admin Training, 3) Encourage focus on Change Management, and 4) Encourage End User Training. And, with the Digital Transformation Framework, the CSM consults with and directs customers to 1) understand their end game, 2) understand the keys to a successful journey, 3) envision end-to-end process optimization with BlackLine, 4) organize their journey based on the nine foundational process optimization strategies (The BlackLine Nine) and Governance, 5) assess their current state and develop a BluePrint for process optimization, and 6) optimize processes using the 7 steps to process optimization.

CSMs partner with Lead Account Managers to design and drive a digital transformation roadmap (BluePrint) leveraging BlackLine. The CSM partners with Lead Account Managers to develop a plan to deploy the key elements of the Digital Transformation Framework to advance the customers' digital transformation journey. The CSM challenges the customer's processes and designs innovative solutions to advance the customers' digital transformation journey, increasing adoption and expansion of BlackLine, preventing attrition and churn, and continually enriching the customer experience.

The CSM leverages their BlackLine expertise; their process optimization expertise; their accounting and internal controls, financial analysis, invoice to cash, and/or intercompany operations experience; as well as their professional judgment, to provide leading practice optimization strategies, insights, and deliverables. These deliverables include original, innovative solutions for complex customer challenges, consulting services, process redesign and transformation, solution architecture specific to the customers' challenges, one to many thought leadership, executive touch points and strategy sessions, and recommendations to accelerate customer's digital transformation journey.

Most importantly, the CSM must be confident in the unknown as many customers require assistance in understanding their own processes before considering optimization with BlackLine. All facets of the CSM role are designed to drive customers' successful digital transformation journey.

You'll Get To:
The Customer Success Manager (CSM) partners with Lead Account Managers to provide thought leadership and drive customers to integrate strategy, process, and technology to optimize the Office of the CFO. Using one standard success plan, CSMs execute the Foundational Program to 1) Verify Platform Setup, 2) Encourage System Admin Training, 3) Encourage focus on Change Management, and 4) Encourage End User Training. And, with the Digital Transformation Framework, the CSM consults with and directs customers to 1) understand their end game, 2) understand the keys to a successful journey, 3) envision end-to-end process optimization with BlackLine, 4) organize their journey based on the nine foundational process optimization strategies (The BlackLine Nine) and Governance, 5) assess their current state and develop a BluePrint for process optimization, and 6) optimize processes using the 7 steps to process optimization.
CSMs partner with Lead Account Managers to design and drive a digital transformation roadmap (BluePrint) leveraging BlackLine. The CSM partners with Lead Account Managers to develop a plan to deploy the key elements of the Digital Transformation Framework to advance the customers' digital transformation journey. The CSM challenges the customer's processes and designs innovative solutions to advance the customers' digital transformation journey, increasing adoption and expansion of BlackLine, preventing attrition and churn, and continually enriching the customer experience.
The CSM leverages their BlackLine expertise; their process optimization expertise; their accounting and internal controls, financial analysis, invoice to cash, and/or intercompany operations experience; as well as their professional judgment, to provide leading practice optimization strategies, insights, and deliverables. These deliverables include original, innovative solutions for complex customer challenges, consulting services, process redesign and transformation, solution architecture specific to the customers' challenges, one to many thought leadership, executive touch points and strategy sessions, and recommendations to accelerate customer's digital transformation journey.

Most importantly, the CSM must be confident in the unknown as many customers require assistance in understanding their own processes before considering optimization with BlackLine. All facets of the CSM role are designed to drive customers' successful digital transformation journey.

What You'll Bring:

About BlackLine

BlackLine, Inc. is a provider of cloud-based software that automates and controls the entire financial close process. The company’s platform is designed to help midsize companies and large enterprises improve the accuracy and efficiency of their financial reporting. BlackLine’s software is used by accounting and finance teams to manage tasks such as journal entry preparation, account reconciliations, and intercompany accounting. The company was founded in 2001 and is headquartered in Woodland Hills, California.
Learn more about BlackLine
Size
1,812 employees
Market Cap
$3.8 billion
Industry
Net Income
-$46.9 million
Founded
2001
5 Year Trend
+27.2%
Revenue
$351.7 million
NASDAQ

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