Wholesail - Customer Success Manager

• Operate as the CEO of your own book of accounts to drive financial results for your customers and for Wholesail • Partner closely with Sales, Product and Onboarding teams to advise on customer priorities and drive long-term value • Operate in an intellectually rigorous environment where new ideas and contributions are encouraged • Leverage AI and cutting edge technologies • Handle a complex book of accounts that integrate with various ERPs like Quickbooks, NetSuite, Entree and other vertical/broadline ERPs • Lead executive-level conversations with Controllers, CFOs and operators • Uncover root operational and accounting challenges through deep discovery • Handle escalations independently with a clear point of view • Identify churn risk early and create structured mitigation plans • What excites us: • What excites us: • 3-5+ years in SaaS in a technically complex environment • Background as a: • Customer Success Manager/Account Manager handling high-value customers • Customer Success or Solutions Engineer • Strong business acumen; comfortable with Controllers, CFOs, CEOs, & Operators • Clear, structured communication (written and verbal) • Comfort discussing technical subjects internally & externally • History of increasing responsibility or fast growth • Bonus: Experience with ERPs, Product Integrations, Accounting Concepts