Blue Onion · 21 hours ago
Customer Success Manager
United States
Full-time
Remote
Mid Level
$100K/yr - $120K/yr
3+ years expBlue Onion is building the next generation of accounting systems and financial workflow automation for leading retail and consumer brands. The Customer Success Manager will own the customer relationship from onboarding through renewal and expansion, driving business outcomes and managing customer health proactively.
AccountingEnterprise Resource Planning (ERP)Enterprise SoftwarePaymentsSoftware
No H1B
U.S. Citizen Only
Responsibilities
Own the customer relationship end-to-end, serving as the primary point of contact from onboarding through renewal and expansion
Drive customers to clear business outcomes by setting success plans, defining KPIs, and tracking progress over time
Manage renewals and growth opportunities end-to-end, from identifying needs and solution design to positioning and negotiation
Monitor customer health, proactively identifying churn risks and leading recovery plans with executive-level communication when needed
Drive adoption and change management by helping customers optimize workflows, adopt new features, and fully leverage the platform
Act as the voice of the customer, collecting feedback, identifying product gaps, bugs, and technical risks, and advocating internally
Partner closely with Product and Engineering on betas, pilots, early access programs, and roadmap planning
Use data and insights to analyze account performance, spot trends, and clearly communicate value and ROI
Build champions and multi-thread relationships across customer organizations
Collaborate closely with Sales, Technical Account Management, Marketing, and Leadership on strategic initiatives, customer marketing (case studies, references), and cross-functional projects
Develop playbooks, best practices, and scalable processes to support a growing customer base
Ensure clean, accurate CRM documentation and forecasting for renewals, expansions, and churn risk
Qualification
Required
3+ years in Customer Success at a B2B SaaS startup; bachelor's degree preferred (accounting/finance a plus)
Strong understanding of Fintech, payments, and accounting workflows
Proven track record of owning renewals and driving expansion
Comfortable managing complex, cross-functional projects in fast-moving environments
Clear, confident communicator — able to engage C-level execs and day-to-day operators alike
Scrappy, proactive self-starter who takes ownership, learns fast, and isn't afraid to try and iterate
Empathetic listener and problem-solver who can de-escalate issues and influence outcomes collaboratively
Preferred
bachelor's degree preferred (accounting/finance a plus)
Benefits
Comprehensive benefits package, including 401(k), health, dental, and vision insurance
Unlimited PTO
Paid parental leave
Paid holidays
Company
Blue Onion
Blue Onion is a modern accounting and finance partner for high-growth brands.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$10.12MKey Investors
Viola FinTechY Combinator
2025-04-16Series A· $10M
2020-12-11Pre Seed
2020-08-25Seed· $0.12M
Leadership Team
Lyndsey Bunting
CEO & Co-Founder
Recent News
thesaasnews.com
2025-04-19
Surface Ventures
2022-01-19
Company data provided by crunchbase