Customer Success Manager - Remote

Overview

We are seeking a dedicated and dynamic Customer Success Manager to oversee and enhance client relationships, manage cross-functional processes. This role is pivotal in driving customer success, optimizing client onboarding, and ensuring operational excellence.

In Short

• Lead onboarding for Accounting Starter Package (ASP) clients.
• Act as the primary Customer Success Manager for clients enrolled in the ASP.
• Monitor and manage client relationships to ensure success.
• Collaborate with Division Leads of involved Client Service Teams.
• Evaluate and adapt CSM involvement as ASP clients graduate to BKA services.
• Monitor and report to BKA Management and Leadership.
• Proactively check in with clients to anticipate needs.
• Contribute to the creation of the “CSM playbook.”

Requirements

• Proven experience in customer success management or relationship management.
• Strong organizational skills with the ability to manage multiple priorities.
• Exceptional interpersonal and communication skills.
• Willingness to travel to Sri Lanka as required.

Benefits

• Flexible work schedule.
• Medical, Dental & Vision Insurance.
• Short & Long Term Disability Insurance.
• Flexible PTO.
• 401k with a company match.
• Home office expense reimbursement.
• Remote-first workplace.
• Collaborative culture.