Customer Success Manager

About Us

At Medius, we believe managing finance should be about strategy, not stress. That same mindset shapes not only the solutions we build, but also the culture we create for our people. We remove complexity, embrace innovation, and give our teams the freedom to focus on what truly matters — whether that’s transforming the future of finance with AI or finding balance to go home on time.

Founded in Sweden in 2001, Medius has grown from a local startup into a global leader in cloud-based spend management solutions. Today, thousands of organizations worldwide trust us to simplify accounts payable and spend management processes. Our journey has been driven by continuous innovation, a passion for technology, and above all — the people who make it happen.

We’re more than a software company. We’re a team of problem-solvers, innovators and collaborators working together to reinvent the category of accounts payable. Our solutions use Artificial Intelligence to eliminate manual work, bring clarity, confidence, and control, and empower finance teams of the future.

At Medius, our values guide how we work and grow together:

• Connect – We believe in the power of people—individually and collectively—and our success depends on understanding and respecting each other. We appreciate that ‘empowering finance teams of the future’ is an exciting endeavor, and we share it with everyone around us.

• Question – We enjoy the challenge of our work and the thrill of collaboration. We are not afraid to question ourselves and each other because we believe diverse perspectives can lead to better outcomes and that there is great power in resolution.

• Own – We are thorough, thoughtful, and decisive. We anticipate what’s next, what a customer might need, and then we deliver. That’s how we get things done. And that’s how we remain a leader. Customers trust us to do our job so that they can focus on what they do best.

At Medius, you’ll join a diverse, global community where curiosity is celebrated, ideas matter, and innovation never stops. If you’re passionate about technology, eager to make an impact, and ready to grow alongside a team that lives its values, Medius is where you can do your best work — your impact is global.

Learn more at www.medius.com

Job overview

As a Customer Success Manager, you will partner closely with high- and medium-tier customers to help them achieve measurable business outcomes and maximize the value of their Medius investment. You will play a key role in driving customer satisfaction, retention, and expansion, while laying the foundation for cross- and upsell opportunities.

This role combines strategic customer engagement, commercial acumen, and scalable success initiatives. You will act as a trusted advisor to customers and as the voice of the customer internally, influencing product, process, and organizational improvements.

LOCATION : This role is 100% REMOTE anywhere on the East Coast of the US. We are not open to relocation for this role at this time. Please only apply if you are currently located in the Eastern Standard time zone. Thank you!

Responsibilities and Duties -

Strategic Customer Engagement

• Prepare, document, and maintain customer success plans, tracking progress and measuring outcomes.

• Conduct Customer Business Reviews with high- and medium-tier accounts, translating customer data and process insights into clear business outcomes.

• Partner with Account Management to lead Account Governance Meetings, covering thought leadership topics, product roadmap updates, and high-level performance KPIs.

• Identify opportunities for additional modules or services and support the Account Management team in conversion and expansion efforts.

Retention, Growth, and Risk Management

• Proactively identify at-risk customers and collaborate cross-functionally on mitigation plans and retention strategies.

• Support new business sales processes by demonstrating the value of the post–go-live phase and long-term customer success.

Scalable Success and Internal Collaboration

• Create and deliver self-service and TechTouch content, including FAQs, tutorials, webinars, and best-practice tips.

• Actively participate in and drive internal development initiatives across departments, serving as the voice of the customer.

Qualifications -

Experience

• 2+ years of experience i