Customer Success Manager / Account Manager
XelixAbout us
At Xelix, we work with some of the world’s largest companies to automate and strengthen their financial controls. Our AI solutions redefine how Accounts Payable teams operate – moving from manual processes to automated, intelligent workflows.
Xelix is a fast-paced scale-up – things move fast and expectations are high. We raised our Series B with Insight Partners in June 2025 and are expanding aggressively. We have a team 150 talented people pulling together to achieve our goals. Everyone is trusted to take ownership, move fast and have a meaningful impact. We prioritise personal and professional growth, keep things fun, and love to celebrate a milestone together.
In this role you’ll grow, be challenged and help shape the future of Xelix. If you’re excited about building something special with us, we’d love to hear from you.
About the role
We’re looking for an experienced, hands-on Account Manager/Customer Success Manager to join our fast-growing scale up. This is a proactive, commercially minded role: you’ll own the relationship and renewal, identify and create expansion opportunities, and ensure customers realise (and can clearly evidence) the value Xelix delivers. You’ll partner closely with Sales, Product and Services to drive adoption, outcomes and long-term account growth.
What you'll be doing
Own a portfolio of Mid-Market & Small Enterprise customers, acting as a trusted advisor and commercial lead across renewal and growth.
Build and execute Customer Success Plans (CSPs) with clear outcomes, milestones, stakeholders and value hypotheses.
Quantify, track and communicate value realisation (ROI/business impact), preparing and presenting success metrics and commercial narratives to executive sponsors and C-suite stakeholders.
Develop a deep understanding of each customer’s priorities, operating model, systems landscape, and roadmap—using this to shape account strategy and unlock expansion.
Run proactive account governance (e.g., EBRs/QBRs), ensuring adoption, stakeholder engagement and action plans stay on track.
Monitor customer health and engagement to identify risk early, lead retention plans, and mobilise internal teams to protect and grow revenue.
Identify, qualify and progress upsell/cross-sell opportunities, building business cases, aligning stakeholders, and partnering with AEs/founders where needed to close.
Lead renewals end-to-end: timeline management, commercial negotiation support, stakeholder alignment, and forecasting accuracy.
Triage technical and non-technical issues with urgency and strong judgement, coordinating the right internal resources while keeping customers informed and confident.
Be the voice of the customer internally: capture product feedback, influence prioritisation with evidence, and manage expectations on deliverables and timelines.
Stay close to market trends and competitive landscape, contributing to strategic initiatives that improve our commercial approach and customer outcomes.
What you’ll bring
Experience in a customer-facing B2B SaaS role, such as Customer Success, Account Management, Sales Development, Account Executive, or a similar consultative position where you've built strong customer relationships and delivered positive outcomes.
Comfortable managing customer conversations across different stakeholder levels, with the confidence to build trust, understand business needs, and communicate effectively with both day-to-day users and senior decision-makers.
Some exposure to commercial conversations, such as renewals, expansion opportunities, upselling, cross-selling, or supporting the sales process. You're interested in developing these skills further.
Able to understand customer goals and translate them into practical action plans, helping customers achieve value from the product while identifying opportunities to improve their experience.
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