Customer Success Manager

Job Summary

Guiding customers to maximize the potential of an accounting automation platform, the full-time Customer Success Manager will leverage accounting expertise to lead implementations, foster long-term engagement, and collaborate cross-functionally while working remotely or ideally from the Bay Area.

Key responsibilities

• Lead end-to-end customer implementations, ensuring projects meet milestones and go live seamlessly
• Build strong relationships with customers, providing training and ongoing support to drive value
• Collaborate with internal teams to identify upsell opportunities and relay customer feedback for platform improvements

Required qualifications

• Background in accounting or finance, with experience supporting accounting/finance systems
• Strong project management skills and the ability to manage complex implementations
• Familiarity with SQL, databases, and APIs is a major plus
• Curiosity about new technologies, including AI, and their applications in business
• Proven ability to work collaboratively in a fast-paced, dynamic startup environment