Customer Success Senior Specialist

Graphite Financial is a growing boutique finance, accounting, tax, and strategy firm. The Customer Success Senior Specialist will play a critical role in owning the client experience from onboarding through renewal, managing a portfolio of B2B clients and working directly with founders, CEOs, and finance leaders.

Requirements

• 3+ years of experience in a Customer Success or Account Management role within a B2B environment
• High emotional intelligence and strong executive presence
• Naturally curious with the ability to diagnose underlying business challenges
• Strong project management and organizational skills
• Ability to collaborate cross-functionally across Sales and Service Delivery
• Experience managing executive-level stakeholders in complex service relationships
• Direct exposure to accounting or financial operations
• Comfort reading and discussing financial statements (P&L, balance sheet, cash flow)
• Experience coordinating across internal delivery teams
• Strong written and verbal communication skills
• Organized, disciplined, and proactive in managing a portfolio of accounts

Benefits

• Competitive Medical, Dental, and Vision coverage
• Company-paid Short-Term and Long-Term Disability insurance
• Generous Unlimited Paid Time Off (PTO)
• 11 Paid Company Holidays
• Comprehensive Paid Parental Leave
• Fully remote position with company-provided technology equipment and a $250 technology stipend
• 401k with a company match