Customer Success Manager - Accounting - Remote

Overview

Our client, a B2B fintech software startup, is seeking a Customer Success Manager to guide small to mid-sized bookkeeping and accounting firms through their first 90-100 days on the platform.

In Short

• Conduct onboarding and training calls for new customers.
• Manage the full implementation lifecycle for SMB bookkeeping/accounting firms.
• Serve as the primary point of contact during onboarding.
• Capture customer feedback for product improvements.
• 2-3 years of experience in a customer-facing SaaS role preferred.
• Experience with accounting or bookkeeping clients is a plus.
• Highly coachable and open to feedback.
• Excellent communication skills required.
• Startup experience strongly preferred.
• Familiarity with bookkeeping/accounting software is a strong plus.

Requirements

• 2+ years customer-facing experience in SaaS/software companies.
• Customer Success Manager or Onboarding Specialist title preferred.
• Experience working with accounting or bookkeeping clients preferred.
• Prior onboarding or training experience with SMB customers.
• Experience at an early-stage startup is a plus.
• Familiarity with bookkeeping/accounting software (e.g., QuickBooks, Xero) is a strong plus.
• Highly coachable and open to feedback.
• Excellent communication and customer-facing skills.

Benefits

• Backed by Y Combinator with $12M funding.
• Genuine product love from customers.
• Growth opportunities within the company.
• Great work-life balance with a fully remote position.