Customer Success Manager

Job Summary

Owning the post-sale relationship with a portfolio of customers, the full-time Customer Success Manager will lead onboarding, manage ongoing account activities, and serve as the primary contact for finance, tax, and engineering stakeholders in a remote environment.

Key responsibilities

• Lead customer onboarding by integrating tools like Jira and GitHub and setting timelines for initial studies
• Manage ongoing account activities, including monthly updates, data refreshes, and annual filing deadlines
• Track account health, address integration issues, and identify renewal and expansion opportunities

Required qualifications

• 5+ years of experience in customer success, account management, or implementation at a B2B SaaS company
• Strong comfort with data, including experience with spreadsheets and API integrations
• Proven ability to communicate technical concepts clearly to executives
• Demonstrated track record of managing multiple accounts and deadlines effectively
• Bachelor's degree in business, finance, accounting, or a related field, or equivalent experience