Customer Success Manager

About the Role

Wholesail is building the financial network for wholesale trade, a $55 trillion global market that currently relies on manual processes. We are looking for a Customer Success Manager to help shape the future of our customer success function by working with sophisticated customers and driving real business outcomes.

Your responsibilities will include:

• Understanding complex accounting systems and operational workflows to help customers get more value over time.
• Managing relationships with accounts that rely on ERP systems like NetSuite, QuickBooks, and Sage.
• Acting as one of the strongest feedback channels back to the product team to influence development.
• Leveraging AI and automation tools to streamline internal processes and identify patterns across accounts.
• Maintaining our high standards of customer satisfaction and extremely low churn rates.

Required Skills