Customer Success Specialist

Job Summary

A company is looking for a Customer Success Senior Specialist.

Key Responsibilities

• Lead structured onboarding for new clients and manage ongoing relationships
• Conduct strategic business reviews and monitor client health signals
• Collaborate with internal teams to ensure scope alignment and drive retention

Required Qualifications

• 3+ years of experience in a Customer Success or Account Management role within a B2B environment
• High emotional intelligence and strong executive presence
• Experience managing executive-level stakeholders in complex service relationships
• Direct exposure to accounting or financial operations
• Experience within SaaS, fintech, accounting, finance, tax, payroll, and/or HR services is strongly preferred