Senior Customer Success Manager – Expansion & Revenue Growth Specialist – United States

About brighthush

brighthush is at the forefront of the AI‑powered financial technology revolution, redefining how accountants, tax professionals, and small‑to‑medium businesses manage compliance, reporting, and tax planning. By marrying cutting‑edge machine learning with intuitive user experiences, we empower our customers to automate routine tasks, uncover actionable insights, and focus on high‑value advisory work. Recognized by industry leaders as a rising star in the fintech space, brighthush is rapidly scaling its product portfolio and customer base, and we’re looking for a dynamic, results‑driven professional to join our expansion team.

Why This Role Matters

In a world where every dollar counts, the ability to grow revenue from existing customers is a strategic differentiator. As a Senior Customer Success Manager – Expansion, you will be the catalyst that turns satisfied clients into long‑term partners, driving sustainable growth for brighthush. Your focus will be on identifying, nurturing, and closing upsell and cross‑sell opportunities within a portfolio of high‑value accounts, while ensuring adoption, renewal, and overall customer health.

Key Responsibilities

• Drive Expansion Revenue: Own a monthly expansion target of $50 k, consistently identifying and closing upsell and cross‑sell deals that increase the average contract value of your book of business.
• Build a Robust Pipeline: Develop and maintain a disciplined expansion pipeline, leveraging data insights, usage metrics, and customer health scores to prioritize high‑propensity opportunities.
• Strategic Account Planning: Conduct quarterly business reviews (QBRs) with C‑level stakeholders, translating platform value into tangible business outcomes and aligning on future growth initiatives.
• Collaborate Across Teams: Partner closely with Product, Sales, and Support to surface product enhancements, address customer pain points, and ensure a seamless post‑sale experience.
• Forecast & Report: Provide accurate, data‑driven forecasts and regular status updates to leadership, demonstrating progress toward expansion goals and identifying risks early.
• Champion Customer Success: Serve as the trusted advisor for your accounts, proactively identifying adoption gaps, recommending best practices, and ensuring customers realize measurable ROI from brighthush.
• Mentor & Share Knowledge: Act as a role model for junior team members, sharing expansion strategies, playbooks, and success stories across the Customer Success organization.

Essential Qualifications

• 3+ years of experience in a quota‑carrying sales or customer success role (AE, Expansion Manager, or similar), with a proven track record of meeting or exceeding expansion targets.
• Demonstrated ability to source, build, and close upsell and cross‑sell revenue within a portfolio of existing customers.
• Hunter mentality: comfortable driving urgency, handling objections, negotiating, and asking for the close.
• Strong discovery and value‑selling skills, capable of turning product conversations into business cases and business cases into signed expansion agreements.
• Experience operating against a monthly revenue number, with self‑direction to manage your own pipeline and forecast accurately.
• Proficiency with CRM and sales tooling (e.g., HubSpot, Salesforce) to run pipeline, forecast, and track expansion.
• Excellent communication and executive presence, able to hold value conversations with firm owners, managing partners, and other senior stakeholders.
• Proficient with collaboration tools such as Slack, Google Workspace, and data‑analytics platforms (e.g., Fathom).

Preferred Qualifications

• Background in tax, accounting, or financial services, with a deep understanding of the challenges faced by professional‑services firms.
• Experience selling or expanding in high‑growth SaaS, fintech, or startup environments, carrying expansion or new‑business quotas from Seed to Series A+.
• Experience selling technical or AI‑powered products to professional‑services buyers.
• Familiarity with usage and health data to spot and prioritize the highest‑propensity expansion accounts.

Skills & Competencies

• Strategic Thinking – Ability to see the big picture and translate it into actionable expansion plans.
• Data‑Driven Decision Making – Comfortable using metrics, dashboards, and analytics to inform strategy.
• Negotiation & Closing – Skilled at navigating complex deals and securing win‑win outcomes.
• Relationship Building – Proven track record of building trust with C‑suite executives and key decision makers.
• Project Management – Strong organizational skills to manage multiple accounts and initiatives simultaneously.
• Adaptability – Thrive in a fast‑paced, evolving environment where priorities shift quickly.

Career Growth & Learning Opportunities

At brighthush, we believe that growth is a shared journey. As a Senior Customer Success Manager – Expansion, you will:

• Progress to a Director or VP of Customer Success role, overseeing a larger portfolio and shaping the overall expansion strategy.
• Lead cross‑functional initiatives, such as product roadmap input, customer advocacy programs, and global expansion efforts.
• Participate in leadership development programs, mentorship circles, and industry conferences to broaden your skill set.
• Access to continuous learning resources, including subscription to industry journals, online courses, and internal knowledge bases.

Work Environment & Culture

brighthush is built on a foundation of transparency, collaboration, and innovation. Our culture is defined by:

• Remote‑first flexibility with a strong emphasis on work‑life balance.
• Inclusive and diverse teams that celebrate different perspectives and ideas.
• Open communication channels, from daily stand‑ups to quarterly town halls.
• Recognition programs that celebrate both individual and team achievements.
• Regular hackathons, innovation sprints, and community outreach events.

Compensation & Benefits

We offer a competitive total compensation package that rewards performance and aligns with your impact:

• Base Salary: $80,000 – $100,000 per year.
• Variable Compensation: $50,000 – $100,000 tied to expansion performance, with uncapped commission and no ceiling for top performers.
• Equity: Opportunity to participate in our equity program, aligning your success with the company’s long‑term growth.
• Benefits: Comprehensive medical, dental, and vision coverage; 401(k) with company match; life insurance; and wellness stipend.
• Travel: Quarterly visits to our San Francisco headquarters for team collaboration and product demos.
• Additional perks: flexible PTO, remote‑work stipend, professional development budget, and a vibrant company culture.

Our Hiring Process

Step 1: Quick Application (10 min)

Submit your resume and a brief cover letter through our online portal. We’ll review your application promptly and reach out if you’re a fit.

Step 2: Virtual Interview (45 min)

Discuss your experience, motivations, and how you would approach expansion at brighthush with a hiring manager.

Step 3: Take‑Home Assignment (2–3 hrs)

Receive a realistic scenario that tests your strategic thinking, data analysis, and communication skills.

Step 4: Final Interview (30 min)

Potentially meet with our founder and CEO to explore cultural fit and discuss your vision for the role.

Timeline

We move fast and aim to close the hiring cycle within one week of the initial application.

Join brighthush Today

Ready to make a tangible impact on a high‑growth fintech company? Bring your passion for customer success, your drive for expansion, and your appetite for innovation to brighthush. Apply now and help us shape the future of tax and accounting technology.

brighthush is committed to fostering a diverse and inclusive workplace. We celebrate differences in race, gender, nationality, religion, sexual orientation, and more. All qualified applicants will receive consideration without regard to any protected characteristic.