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Customer Success Manager - East

About Blue Onion

Blue Onion disrupts the status quo of processing financial data for leading consumer brands. The Blue Onion subledger enables companies like Supergoop!, BarkBox, and a.k.a. brands to close their books daily–not monthly–with guaranteed accuracy. Blue Onion is the only platform that leverages powerful AI to automate the reconciliation process from each transaction all the way to the bank. The Blue Onion subledger validates data from the source, providing a foundation of financial truth to make smarter business decisions–faster. 


Founded in 2020, Blue Onion is led by co-founder and CEO Lyndsey Bunting, former VP of Finance at Birchbox who experienced the pain of manual reconciliation processes and inaccurate financial data throughout her career. Blue Onion is backed by leading investors including Y Combinator, Joe Saunders, former Chairman and CEO of Visa, Entree Capital, and Vinyl Capital.


About This Role
We’re looking for a Customer Success Manager to drive the strategy and growth of Blue Onion’s East Coast book of business. In this role, you will be responsible for maintaining the current revenue and usage of these customers, as well as identifying, pitching, and facilitating growth opportunities. You should be comfortable with building deep relationships at all levels of a customer’s organization and adept at managing complex customer relationships and product configurations. You will also work cross-functionally with senior members of Blue Onion’s team to strengthen client relationships, coordinate customer efforts, and provide input as we evolve our product roadmap and processes. 

What You’ll Do

  • Take a portfolio-based approach to your book of business to identify areas of risk, opportunities for growth and recurrently introduce healthy / happy clients to your Marketing counterparts 

  • Lead frequent discussions (Weekly status calls, upsell calls, QBRs) with customers to ensure they are leveraging the Blue Onion platform to achieve successful business outcomes

  • Drive awareness and usage of new or updated Blue Onion features to the customers in your book

  • Own end-to-end execution of contract renewals and upsells

  • Collaborate with product, design, and engineering teams to provide informed recommendations for Blue Onion’s product roadmap that enhance the customer experience 

  • Navigate and update internal and external stakeholders, inclusive of C-suite executives and cross-functional partners

  • Exhibit strong relationship management skills that drive high urgency without sacrificing professionalism

What You’ll Bring

  • Minimum 5 years of experience as an Account Manager, CSM, or other Sales-related function

  • Experience or strong familiarity with Payments/Fintech/Finance/Accounting or related fields

  • Commercial experience, including negotiating complex six-figure renewal and upsell contracts  

  • Ability to understand complex products and integrations, and a history of communicating them to customers to maximize usage. 

  • Strong ability to articulate contractual, technical, and financial value points to customers, internal senior leaders, and executive leaders.

  • Consistent track record of hitting or exceeding net dollar retention (NDR) targets in a fast-paced environment

  • A strong drive to succeed, and comfortable pushing the pace of action with customers and internal teams 

  • Ability to travel occasionally for customer on-site, events and internal summits

Blue Onion Values

Build It With Purpose. We build with our customers, not just for them. We work to empower,  and focus on the problems that matter with efficiency and humility.  

Own It With Empathy. We show up. We’re accountable, approachable, responsive, and helpful. 

Tackle It Together. We find solutions together, and communicate frequently. We consider all voices equal, and all opinions are encouraged.  

Make It Clear. We set clear and honest expectations. We’re transparent in word and action.

Compensation and Benefits

  • Base + variable: $175,000 - $250,000. Total compensation and the split between base salary and commission both based on experience and location.

  • Equity

  • Health Benefits

  • 401k 

  • Unlimited PTO 

  • Fully Remote, with office hubs in NYC, Boston & Chicago

Average salary estimate

$212500 / YEARLY (est.)
min
max
$175000K
$250000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Success Manager - East, Blue Onion Labs

At Blue Onion, we believe in transforming the way financial data is processed, and as a Customer Success Manager for the East Coast, you play a vital role in that mission! In this position, you'll be at the heart of maintaining and growing our customer relationships. Your portfolio will consist of leading brands like Supergoop! and BarkBox, and you'll proactively manage their experiences with our innovative subledger platform. Daily interactions with clients will be essential, where you'll facilitate discussions that help them maximize usage of our tools and drive successful business outcomes. This isn’t just about keeping customers happy; it’s about identifying growth opportunities and executing contract renewals. You’ll collaborate closely with teams across Blue Onion, from product to engineering, to ensure our platform continuously evolves to meet customer needs. With a solid background in finance or fintech and a knack for relationship management, you’ll navigate complex customer landscapes and engage with C-suite executives, all while upholding our values of empathy, collaboration, and transparency. If you have a strong drive to succeed and passion for helping others thrive, we want to hear from you! Join us at Blue Onion, where your contributions will help redefine how finance meets technology, and let’s build the future together, fully remote but connected like never before.

Frequently Asked Questions (FAQs) for Customer Success Manager - East Role at Blue Onion Labs
What are the responsibilities of a Customer Success Manager at Blue Onion?

The Customer Success Manager at Blue Onion is tasked with maintaining current client revenue, managing customer relationships, and identifying growth opportunities. This role involves leading discussions like upsell calls and quarterly business reviews to ensure clients maximize the platform’s features. They will also be responsible for executing contract renewals while collaborating with various teams to enhance the overall customer experience.

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What qualifications are required to become a Customer Success Manager at Blue Onion?

To qualify for the Customer Success Manager position at Blue Onion, candidates should have a minimum of 5 years of experience in Account Management, Customer Success Management, or a related sales function. Strong familiarity with Payments, Fintech, or accounting is essential, along with a history of navigating complex integrations and negotiating significant contracts.

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How does the Customer Success Manager at Blue Onion contribute to product development?

As a Customer Success Manager at Blue Onion, you'll provide vital feedback to product, design, and engineering teams based on customer interactions. This collaboration ensures the development of features that meet client needs and enhance their overall experience with the Blue Onion platform, ultimately helping shape the product roadmap.

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What skills are essential for a Customer Success Manager at Blue Onion?

Key skills for a Customer Success Manager at Blue Onion include strong relationship management, the ability to articulate complex concepts, and a strategic mindset for identifying growth opportunities. High urgency communication without sacrificing professionalism and a commitment to customer success are crucial for thriving in this role.

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Is remote work an option for the Customer Success Manager role at Blue Onion?

Yes, the Customer Success Manager position at Blue Onion is fully remote, allowing you to work from anywhere while being part of a collaborative team that connects through various office hubs in NYC, Boston, and Chicago.

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Common Interview Questions for Customer Success Manager - East
Can you describe your experience with managing complex customer relationships as a Customer Success Manager?

When answering, reflect on specific instances where you successfully navigated challenging client situations or relationships. Emphasize your problem-solving skills, the strategies you employed to build rapport, and the positive outcomes that resulted from your efforts. Use metrics or examples to illustrate your results where possible.

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How do you identify growth opportunities within your assigned customer portfolio?

You should discuss your approach to regularly analyzing customer utilization rates, seeking feedback from clients, and staying informed about their changing needs. A practical example of how you translated insights into actionable growth strategies can further enhance your response.

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What strategies do you use to ensure customers are leveraging the features of our platform effectively?

Share how you maintain regular communication through meetings, check-ins, or updates to highlight new features, as well as how you tailor your recommendations based on customer needs. Illustrating a proactive approach that focuses on education and engagement can show your commitment to customer success.

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Describe a situation where you successfully renewed a challenging contract.

Provide a detailed example of a specific renewal negotiation that posed challenges, how you addressed concerns from the client, and how you ultimately secured a successful renewal. Focus on negotiation tactics and building trust to illustrate your effectiveness in this area.

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How do you collaborate with cross-functional teams to enhance the customer experience?

Demonstrate your ability to work with various internal stakeholders by describing a project where you coordinated efforts between sales, engineering, and support teams. Highlight how this collaboration led to improved customer satisfaction or product enhancements, showcasing your communication and teamwork skills.

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What methods do you employ to communicate value points to senior leadership or executives?

Mention your ability to adapt your communication style to suit executives by providing high-level summaries that focus on ROI, NDR metrics, and strategic insights. Explain how you prepare for such discussions and present data or case studies to effectively convey the value of the product.

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Give an example of how you've driven urgency in customer initiatives without sacrificing professionalism.

Discuss your ability to prioritize tasks by providing examples where you successfully encouraged customers to take action while maintaining respectful and professional engagement. This could involve setting deadlines for implementations or follow-ups that added value to the client's experience.

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What is your approach when a customer is not satisfied with the service?

Share a structured approach to address dissatisfaction, starting with active listening to understand the client's concerns fully. Describe how you develop a personalized action plan to address issues, highlight your follow-through, and measure satisfaction post-resolution.

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How do you keep up with industry trends that impact customer success in fintech?

Explain your methods for staying informed about industry trends, such as following relevant publications, participating in webinars, or networking with other professionals in the field. Discuss how this knowledge aids your role as a Customer Success Manager and enhances the value you provide to clients.

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Why do you want to work as a Customer Success Manager at Blue Onion?

For this question, personalize your response by aligning Blue Onion’s vision and product innovations with your professional values and goals. Illustrate your enthusiasm for making an impact in a growing company and how your skills and experiences are uniquely suited to contribute to the team.

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Blue Onion Labs produces software that enables tracing of transactions and reconciliation of orders.

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Full-time, remote
DATE POSTED
March 23, 2025

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