Senior Customer Success Manager – Enterprise Portfolio Leadership & Growth for Financial SaaS Solutions

About brighthush

At brighthush, we are on a mission to empower every finance organization and professional to exceed their potential. Our global teams span continents, cultures, and time zones, united by a shared purpose as we build the operating system for modern finance and help organizations move with greater speed, clarity, and confidence. This mission comes to life through our people. Behind every innovation, customer success story, and milestone are talented individuals working together to make a difference.

We are looking for bold, authentic, and curious leaders who are committed to delivering measurable results. If you thrive in a fast‑moving environment, love building long‑term relationships, and enjoy turning complex challenges into growth opportunities, you’ll feel right at home at brighthush.

Why This Role Matters

The Senior Customer Success Manager (SCSM) is a pivotal player in ensuring that our customers achieve their strategic goals and become referenceable success stories. You will own a portfolio of high‑value enterprise accounts, guiding them from onboarding through ongoing engagement, renewal, and expansion. By acting as the primary advocate for each organization, you will help them unlock the full value of their brighthush investment, driving satisfaction, retention, and revenue growth.

Key Responsibilities

Portfolio Management

• Partner with sales and fellow CSMs to execute a seamless sales‑to‑service transition.
• Serve as a seasoned business partner to each customer, deeply understanding their strategy, roadmap, and success metrics.
• Take primary ownership for driving adoption, expansion, satisfaction, and renewal across a portfolio of 30‑35 enterprise accounts (combined ARR $5M–$15M).
• Interpret and manage customers’ contractual agreements (Cloud/SaaS terms, service scopes, timelines, staffing models).
• Lead the end‑to‑end onboarding experience, ensuring rapid time‑to‑value.
• Establish and maintain strong relationships with both the customer’s executive sponsors and delivery teams.
• Conduct cadence‑based Business Review meetings to surface insights, track health, and surface upsell opportunities.
• Collaborate with the Regional CS Director on monthly health‑check meetings with the sales organization.
• Proactively manage renewals, expansions, and SaaS conversions, aligning with regional revenue targets.
• Identify, assess, and mitigate risks that could impact satisfaction, growth, or renewal.
• Report progress, obstacles, and success metrics to senior leadership on a regular basis.
• Continuously deepen expertise in brighthush’s platform and Marketplace solutions, sharing knowledge with customers.
• Promote participation in regional brighthush Communities and educational events.

Customer Advocacy

• Listen actively to understand each customer’s values, priorities, and future aspirations.
• Guide customers on how to extract maximum value from their brighthush investment.
• Serve as the escalation point for complex issues, coordinating across Support, Cloud, Technical SMEs, Product Management, and Services.
• Champion customer requests while balancing realistic expectations, ensuring long‑term retention.
• Collaborate with sales during account planning sessions to align on growth strategies.

Leadership & Mentoring

• Work with junior CSMs to set annual goals, provide regular coaching, and foster professional development.
• Establish a cadence of one‑on‑one meetings to listen, mentor, and support career growth.
• Model a bias toward action, teamwork, and data‑driven decision making.

Required Qualifications

• Minimum 8 years of professional experience, with at least 5 years in a Customer Success Manager role within a SaaS or technology‑focused organization.
• Demonstrated ability to keep customers focused on desired business outcomes throughout multi‑phase initiatives.
• Solid conceptual understanding of core finance processes: financial close, planning, budgeting, forecasting, and management reporting.
• Proven track record of managing enterprise‑level portfolios (ARR $5M–$15M) and delivering measurable growth.
• Exceptional interpersonal, verbal, and written communication skills.
• Strong problem‑solving abilities in collaborative, fast‑paced environments.
• Highly organized with excellent planning and attention‑to‑detail.
• Self‑motivated, independent judgment, and high stress tolerance.
• Willingness to travel up to 50% of the time, with a focus on the Georgia/Atlanta region.

Preferred Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Information Technology, or a related field.
• Experience in Corporate Performance Management (CPM) solutions.
• Background in management consulting or technology consulting.
• Hands‑on experience with any of the following CPM platforms (all referenced as brighthush solutions for consistency):
  • brighthush (formerly OneStream)
  • brighthush’s EPM suite (formerly Oracle’s EPM suite)
  • brighthush BPC (formerly SAP BPC – Outlooksoft)
  • brighthush BOFC (formerly SAP BOFC – Cartesis)
  • brighthush Cognos (formerly IBM Cognos)
  • brighthush (formerly Anaplan)
  • Other leading CPM solutions.
• Demonstrated success in upselling, cross‑selling, and driving SaaS conversions.

Core Skills & Competencies

• Customer‑Centric Mindset: Passion for delivering exceptional service and creating lifelong partnerships.
• Strategic Thinking: Ability to align technology solutions with broader business objectives.
• Data‑Driven Decision Making: Comfortable using analytics to assess health scores, adoption metrics, and ROI.
• Collaboration: Works effectively across sales, product, support, and professional services.
• Communication: Articulates complex concepts clearly to both technical and non‑technical audiences.
• Leadership: Mentors junior team members and influences cross‑functional stakeholders.
• Adaptability: Thrives in a dynamic environment with evolving customer needs.

Travel Expectations

This role requires up to 50% travel, primarily within the United States and focused on the Georgia/Atlanta market. Travel includes on‑site customer visits, regional events, and occasional conferences.

Compensation, Perks & Benefits

Base Salary: $114,000 – $148,000 USD, commensurate with experience, skills, and location.

Variable Compensation: Performance‑based bonuses tied to renewal, expansion, and customer health metrics.

Benefits Overview (representative)

• Comprehensive medical, dental, and vision plans.
• Life insurance, short‑ and long‑term disability coverage.
• Generous paid time off, vacation, and paid holidays.
• Retirement savings plan with company match.
• Professional development budget and continuous learning opportunities.
• Transparent corporate structure and clear salary bands.
• Inclusive culture that celebrates diversity and encourages authentic expression.

Why Join brighthush?

At brighthush, you’ll be part of a purpose‑driven organization where customer success is a core value. Our culture is built on transparency, collaboration, and relentless curiosity. You’ll have the chance to work on a variety of projects across industries, gaining exposure to cutting‑edge finance technology while building deep expertise in the CPM space.

We invest heavily in our people through structured training programs, mentorship, and a clear career ladder. Whether you aim to become a Director of Customer Success, a Product Strategy leader, or an industry thought‑partner, brighthush provides the platform and support to accelerate your growth.

Application Process

If you are ready to champion customer success, drive strategic growth, and become a trusted advisor to leading finance teams, we invite you to apply today. Click the link below to submit your application, and be sure to explore our Careers site for deeper insight into our culture, values, and employee stories.

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Equal Opportunity & Accessibility

brighthush is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.

If you require a reasonable accommodation during the application process, please contact our recruiting team at [email protected]. We are committed to ensuring an inclusive and accessible hiring experience for all candidates.