Take your team from transactional to transformational with automation and expert services for Workday.
Principal Customer Success Manager
Location
United States
Posted
10 days ago
Salary
0
Seniority
Lead
Job Description
Principal Customer Success Manager
OneSource Virtual
• Define and execute success plans for complex, high-value clients • Own a portfolio of strategic accounts, delivering against NRR and expansion targets • Lead client conversations on disbursement optimization, payment waterfall, and Virtual Card adoption • Establish trust with C-level stakeholders and lead Strategic Business Reviews • Partner with Sales, Product, and Support teams to align client goals with internal initiatives • Champion client needs and provide insights for product roadmaps • Mentor junior CSMs and help define customer success disciplines
Job Requirements
- 15+ years in Customer Success, Account Management, Sales or Consulting
- Deep experience in Commercial Payments, Virtual Card, disbursement workflows or financial operations
- Strong ability to influence cross-functional teams and senior stakeholders
- Proficient in using data and analytics to monitor health scores
- Excellent executive communication and presentation skills
- Experience with upsell pipelines, P&L impact, and contract negotiations
- Ability to understand complex payment and technology challenges
Benefits
- Competitive salary
- Values-based culture
- Upward mobility opportunities
- Professional development
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