Customer Success Manager – Fintech SaaS

Role Overview

As a Customer Success Manager, you will serve as a primary partner for customers from initial onboarding through ongoing adoption and expansion. You will lead technical implementation, conduct in-depth training, host regular check-ins, and ensure clients realize value rapidly.

What You Will Do

Conduct customer onboarding calls, guide technical implementation steps, and train users to accelerate time-to-value. Host consistent working sessions, team training, check-in calls, and quarterly business reviews (QBRs) to drive adoption of core and advanced features.

Why It Might Be a Fit

This role requires a strong communicator with an understanding of accounting workflows and a proven track record of driving high retention, product adoption, and account growth.

Requirements

• 2 – 4 years of customer-facing experience, ideally within an early-stage SaaS company, FinTech company, or accounting/bookkeeping firm
• Foundational knowledge of accounting principles (double-entry, cash vs. accrual accounting) or core bookkeeping workflows (month-end close, reconciliations, AP/AR)
• Track record of meeting or exceeding performance metrics such as retention rate, NRR, CSAT, or expansion revenue
• Strong written and verbal communication skills with the ability to explain complex technical and financial workflows clearly
• Familiarity with and interest in utilizing AI technology to automate workflows
• Experience or proficiency with tools such as Salesforce, QuickBooks Online (QBO), Slack, Notion, or Outreach

Benefits

• Competitive Equity