Senior Customer Success Manager at Profit Isle
Location: Greater Boston Area (Hybrid)
Reports To: VP of Customer Success
Shape
About Profit Isle
Profit Isle is building a new category: Financial Intelligence, not financial reporting. We transform fragmented ERP, CRM, and HR systems into a unified, ontology-driven intelligence layer that explains profit, cost distortion, and operational performance in real terms. Our Profit OS solution brings AI-enabled innovation to the Office of the CFO for large, complex organizations. We are defining a new language for how profit is modeled, understood, and operationalized.
The Role
As a Senior Customer Success Manager, you are the primary driver of the "data-to-value" process for our most sophisticated enterprise clients. You sit at the intersection of high-level financial strategy and technical execution. You must be equally comfortable engaging with a CFO to discuss P&L impacts and working with technical teams to ensure data from enterprise systems is accurately mapped to our proprietary ontologies. Your goal is to ensure the "Language of Profit" becomes deeply embedded in the customer's DNA, driving long-term value and predictable growth.
Core Responsibilities
Strategic Relationship Management: Act as a high-trust advisor to the Office of the CFO, ensuring our solutions translate into clear business value and tangible profit growth.
Technical Deployment Leadership: Drive the end-to-end implementation of Profit OS, overseeing the transformation of complex financial data into actionable profit models.
Data-to-Value Execution: Manage the critical path of new customer deployments, ensuring that underlying data architectures effectively support the customer's ultimate success.
Revenue Retention & Expansion: Identify opportunities for account expansion and ensure renewals by delivering proven ROI through high-fidelity financial insights.
Cross-Functional Advocacy: Partner with the Product and Engineering teams to align the product roadmap with real-world outcomes and technical deployment challenges.
Metric Accountability: Focus on key performance indicators including churn reduction, Net Promoter Score (NPS), and minimizing time-to-value for new deployments.
What We’re Looking For
Financial Literacy: A deep understanding of P&L statements, cost structures, and unit economics. You can speak the language of finance fluently.
Technical Proficiency: Experience productionizing complex software solutions and a familiarity with modern data architectures and AI agents.
Ambiguity Navigator: The ability to build success playbooks and drive value in a category-defining environment where "perfect specs" rarely exist.
Systems Thinker: You care about why data behaves the way it does and how it can be leveraged to uncover hidden profit drivers.
Enterprise Experience: Proven track record of managing the lifecycle of enterprise SaaS deployments within complex organizational environments.
What You'll Get
Direct Influence: Help shape the retention strategy for a category-defining product.
Complexity & Impact: Solve real, complex enterprise data problems for the world's most sophisticated organizations.
High-Output Culture: Join a team that values authentic output and the tangible operationalization of profit over optics.