Charlotte, North Carolina, United States Hybrid Full-time

AvidXchange is hiring a Customer Success Manager II

Responsibilities

  • Act as the primary point of contact for a portfolio of small to medium-sized media customers, building long-term, strategic relationships
  • Guide customers through onboarding, adoption, renewal, and expansion, ensuring alignment with their goals and objectives
  • Conduct business reviews, health checks, and strategic discussions to monitor satisfaction, product utilization, and adoption trends
  • Serve as a customer advocate internally, collaborating with Product, Support, Onboarding, and other teams to address feedback and implement solutions
  • Monitor customer health metrics and proactively identify risks, designing retention strategies and interventions
  • Identify opportunities for account growth, including upselling, cross-selling, and driving expansion initiatives
  • Deliver advanced product training, thought leadership, and best practices to help customers achieve outcomes and maximize ROI
  • Analyze trends, adoption patterns, and feedback to provide insights and recommendations to leadership and product teams
  • Maintain accurate records of interactions, updates, and outcomes in CRM and customer success platforms

Requirements

  • Excellent communication, interpersonal, and relationship-building skills with a customer-first mindset
  • Strong strategic thinking, problem-solving, and analytical skills
  • Proficiency in CRM and customer success platforms (e.g., Gainsight) and familiarity with success metrics
  • Experience managing multiple accounts and priorities in a fast-paced environment
  • Minimum 3–5+ years of experience in customer success, account management, or a related field
  • Ability to influence internal teams and drive cross-functional alignment to deliver customer value
  • Enthusiasm for technology and commitment to continuous learning about products and solutions
Required Skills
CRMCustomer SuccessAccount Management
About company
AvidXchange

AI-powered accounts payable, built on 25+ years of expertise.

From AP automation pioneer to the future of intelligent finance

When AvidXchange was founded in 2000, our mission was simple: transform the way mid-market businesses receive, manage, and pay their bills. Since then, we've grown into a leading provider of intelligent finance solutions, helping more than 14,000 clients streamline their accounts payable and payment processes.

Our AI-powered platform automates invoice capture, coding, and approval workflows, reducing manual effort and increasing efficiency. Integrated with over 200 accounting systems and ERP platforms, AvidXchange connects buyers and suppliers across industries including real estate, construction, healthcare, financial services, and more.

Backed by decades of data and human expertise, AvidXchange delivers secure, scalable automation that supports both digital and paper-based processes, enabling organizations to modernize their financial operations with confidence.

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Job Details
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Posted 3 days ago