Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager to drive adoption, retention, and growth across a high-volume portfolio of small to mid-sized finance teams.

Key Responsibilities

• Guide new customers through onboarding and implementation of the platform
• Build strong relationships with founders, operators, and finance leaders while addressing their product-related inquiries
• Collaborate with internal teams to improve onboarding materials and customer education resources

Required Qualifications

• 3+ years of experience in Customer Success, Account Management, or a similar customer-facing role in B2B SaaS
• Understanding of accounting concepts and financial workflows
• Proactive self-starter with an ownership mindset
• Comfortable guiding customers through software onboarding and workflow setup
• Experience with accounting tools such as QuickBooks, Xero, or similar platforms is a plus