BlackLine

Customer Success Manager

• Support Customer Success Managers with customer portfolios by increasing BlackLine adoption and expansion, preventing attrition and churn, and enriching the customer experience
• Provide leading-practice optimization strategies, insights, deliverables, consulting services, process redesign and transformation, solution architecture, thought leadership, executive touch points, and strategy sessions
• Partner with Customer Success Managers and Account Managers on adoption strategies that can lead to ACV expansion and customer references while mitigating churn
• Motivate customers to pursue digital transformation by articulating the value and benefits of optimized solutions
• Understand customer needs and translate business challenges into actionable BlackLine solutions
• Ensure customers are aware of complimentary and billable services
• Deliver product expertise and optimization solutions through strategic use cases and video adoption campaigns
• Analyze and document customer processes to develop tailored optimization solutions based on leading practices
• Design innovative solutions for complex customer challenges where no standard solution exists
• Provide consultative guidance during customers’ digital transformation journeys
• Maintain and elevate expert-level knowledge of BlackLine products and relevant domains
• Develop and deliver thought leadership through how-to videos, webinars, and other one-to-many events
• Document process optimization use cases for internal knowledge sharing
• Coach, mentor, and guide colleagues on complex process optimizations
• Perform other duties as assigned

Principal Customer Success Manager

Solutions Engineer

• Sell services related to the company's SaaS accounting software
• Manage the services sales process and consult with prospective and existing customers
• Understand customer business needs, capture pain points, prioritize objectives, and gain cross-functional alignment
• Design Professional Services solutions and prepare comprehensive Statements of Work
• Develop and manage a pipeline of new business opportunities
• Partner with Sales and Partner teams on the services aspects of deals
• Coordinate product demonstrations and consultations
• Build and maintain customer and partner relationships as a trusted advisor
• Lead Professional Services solutioning for high-complexity customers and prospects
• Drive adoption and rollout of new Professional Services offerings
• Analyze customer needs and business processes to scope implementation projects
• Estimate effort for software setup, customization, integration, and training
• Manage discussions on project timelines, resources, and budgets
• Apply retrospective learnings to improve estimate accuracy
• Ensure SOWs define scope, deliverables, timelines, costs, requirements, out-of-scope elements, integrations, customizations, and training
• Coordinate with Legal to ensure documents meet company standards
• Ensure seamless handoffs from sales to implementation
• Collaborate on process improvement, offering development, rollout, and team training
• Mentor and advise less experienced team members
• Maintain services sales activities and customer interactions in CRM tools
• Provide forecasts, communicate risks and changes, and meet or exceed services sales quotas and KPIs
• Assist in developing go-to-market playbooks and sales assets

Principal Solutions Consultant

• Sell services related to the company's SaaS accounting software
• Manage the services sales process
• Consult with prospective and existing customers to understand business needs
• Estimate implementation level of effort
• Prepare comprehensive Statements of Work covering scope, deliverables, timelines, costs, requirements, integrations, customizations, training, and out-of-scope elements
• Advise on finance operating models, industry standards, emerging trends, competitor capabilities and limitations, and finance transformation
• Support strategic existing-customer opportunities by capturing pain points, prioritizing objectives, and aligning on solutions and roadmaps
• Develop and manage a pipeline of new business opportunities
• Partner with Sales and Partner teams on the services aspect of deals
• Coordinate product demonstrations and consultations
• Build and maintain customer relationships as a trusted advisor
• Collaborate with sales, technical, customer support, product, customer success, and legal teams
• Plan project timelines, resources, budgets, and implementation complexity
• Ensure seamless sales-to-implementation handoffs and continuity in the customer journey
• Track sales activities, opportunities, and interactions using CRM tools
• Report on services sales forecasts, effort-estimation trends, and budget versus actuals
• Meet or exceed services sales quotas and service-booking KPIs
• Assist with Go-To-Market playbooks and sales enablement assets, including workshops, use cases, competitive comparisons, training, whitepapers, and webcasts

Senior PS Solutions Consultant

Full-stack Engineer

• Contribute to and drive high-quality releases and value delivery to customers
• Automate tests for web-based and mobile applications and RESTful APIs
• Support high-transaction and big-data SaaS applications
• Follow and evangelize quality standards and SDLC processes related to quality
• Drive meaningful organizational change and promote a quality- and customer-first culture
• Collaborate through a combination of virtual and in-person interactions

Senior Software Engineer

Financial Planning and Analysis

• Serve as the subject-matter expert on complex and emerging accounting matters
• Prepare and review SEC filings, earnings support, and external financial reporting disclosures
• Monitor accounting standards and regulatory developments and lead adoption and implementation
• Partner with external and internal audit and support SOX compliance and reporting controls
• Advise the Controller, CAO, CFO, and cross-functional partners on accounting implications
• Lead BlackLine's Customer Zero agenda for technical accounting and reporting
• Pilot new BlackLine product capabilities and provide feedback to Product and Engineering
• Participate in customer briefings, executive roundtables, advisory boards, and field events
• Improve reporting workflows to reduce cycle time and strengthen controls
• Lead responsible adoption of AI across technical accounting and financial reporting
• Identify, pilot, and scale AI use cases while maintaining auditability, governance, and human oversight
• Establish AI guardrails and build team fluency
• Own the strategy, design, governance, and rollout of the financial reporting data warehouse capability
• Establish data governance, reconciliation, and controls for audit-ready warehouse reporting
• Drive adoption of automated, real-time financial reporting across reporting and controllership stakeholders

Senior Director, Technical Accounting, Financial Reporting

Account Manager

• Manage the entire sales and relationship management process for a portfolio of existing enterprise customers
• Retain and grow BlackLine products within large corporations with annual revenues exceeding $750 million
• Manage, develop, and strategically grow an assigned book of business
• Engage VP, Senior VP, and C-level contacts to deepen relationships, drive adoption, and expand BlackLine's footprint
• Renew and expand business to achieve annual sales targets and revenue quotas
• Sell on value and return on investment to drive deeper adoption
• Build credibility and influence buying decisions across customer organizations
• Uncover business initiatives and pain points and map them to BlackLine solutions
• Build strategic account and territory plans
• Collaborate with Sales Leadership, Customer Success, Marketing, Value Engineering, pre-sales, product, operations, and legal teams
• Create expansion demand by matching customer problems to BlackLine's value proposition
• Understand customer businesses and C-level priorities
• Maintain accurate opportunities in Salesforce
• Participate in sales training defined by the RVP
• Travel approximately 40%

Enterprise Account Manager

Account Executive

• Contribute as a member of the mid-market team to achieve overall strategic group objectives
• Achieve or exceed monthly sales quotas, including deals closed, users added, and conversion time
• Meet prospecting and business development goals, including call volume and pipeline building
• Convert prospects to clients by fielding pre-qualified opportunities, conducting discovery, and building relationships
• Collaborate with demand generation and marketing to expand pipeline and increase sales velocity
• Document daily activity in Salesforce and build and maintain an accurate pipeline
• Develop and maintain a territory business plan and deliver accurate weekly, monthly, and quarterly forecast commitments to sales management
• Develop and deliver presentations to accounting professionals, C-level finance executives, and IT
• Travel within North America to visit prospects, regional events, and conferences
• Learn and become proficient in BlackLine applications and communicate the value proposition
• Establish sales strategies and tactics that generate new account business
• Coordinate with other departments and support staff on RFPs, demos, legal contracts, and software implementation
• Support client satisfaction