Customer Success Manager

Job Summary

Customer Success Manager, responsible for driving customer adoption and retention in a full-time remote role, guiding small to mid-sized finance teams through onboarding and product education.

Key Responsibilities

• Guide new customers through onboarding and implementation of the platform
• Build strong relationships with founders and finance leaders to ensure customer satisfaction
• Collaborate with internal teams to improve customer education resources and address customer needs

Required Qualifications

• 3+ years of experience in Customer Success, Account Management, or a similar 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 in a fast-moving environment