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About the Role
You'll be one of the first members of the Customer Success function at Nominal, helping to shape its operations. Success will be measured by customer outcomes, such as faster closes, reduced manual reconciliations, and increased time for analysis, rather than call volume or time-to-go-live. You will own a portfolio of accounts, ensuring their health, adoption, and business results, acting as the primary point of contact for issues and identifying new use cases. You will collaborate closely with Sales, Implementation, Product, and leadership, reporting to the VP of Sales.
Responsibilities
- Own customer outcomes by agreeing on success plans tied to measurable finance results and holding both parties accountable.
- Drive adoption that changes how the team works by defining and achieving full adoption, enabling Controllers to trust agents and manage the system.
- Manage account health by tracking usage, identifying risks early, and acting proactively to prevent churn.
- Identify and automate the next manual finance processes by collaborating with accounting teams.
- Drive expansion opportunities by identifying new use cases and workflows for existing customers and bringing them to the Account Executive.
- Ensure a smooth handoff from implementation to ongoing value realization.
- Serve as the voice of the customer by providing structured feedback to the Product team on blockers, potential features, and product shortcomings.
- Conduct regular business reviews, including executive-level sessions, to demonstrate value delivered and set future goals.
- Contribute to building the Customer Success function by defining KPIs, health scoring, tooling, and processes, and planning for scalability.
Requirements
- A strong background in finance or accounting, with experience in close, reconciliations, or financial operations, or close collaboration with finance teams.
- 5+ years in a customer-facing role at a B2B SaaS company (customer success, account management, or post-sales).
- Proven track record of being measured on customer results, not just activity.
- Comfortable owning executive relationships with CFOs and Controllers.
- An analytical mindset with the ability to use data to prioritize efforts.
- Comfortable with ambiguity and building processes from scratch.
- A proactive approach to problem-solving and tool creation when needed.
- Ability to foster trust and lead customers through significant changes in their work processes.
Skills
- Customer Success
- Account Management
- B2B SaaS
- Finance Operations
- Accounting
- Executive Relationship Management
- Data Analysis
- Process Building
- Problem Solving
- Change Management
Location
- Remote
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- CPA or equivalent accounting certification (Preferred)
About the Company
- Nominal is building an AI-native platform to help finance teams automate manual accounting work, such as reconciliations and close activities.
- The company serves growing companies with complex, multi-entity finance operations.
- Nominal emphasizes speed, execution, hands-on leadership, ownership, and open communication.