JOB-1762
An early-stage software company that serves bookkeeping and accounting firms is hiring a customer success manager to guide new accounts from first call through renewal and growth. The work blends hands-on training, relationship management and some revenue responsibility.
What the role covers
- Lead kickoff sessions with new accounts, teach them the product, finish the technical setup and get them to value fast
- Run recurring working sessions, check-ins, team trainings and business reviews that build adoption of core and advanced features
- Work alongside account executives to spot early signals that could put a renewal at risk
- Keep renewal and long-term retention strong across your accounts
- Reach out proactively to your accounts, answer inbound questions promptly and grow expansion revenue
- Produce customer education content such as video walkthroughs and written guides, and document engagement templates and best practices for the team
What you bring
- Two to four years in a customer-facing role, ideally at an early-stage SaaS company or an accounting or bookkeeping firm
- Real familiarity with bookkeeping and accounting concepts and workflows, such as double entry, reconciliations and month-end close
- A patient, clear communicator who can make complex topics easy to follow
- A record of strong retention and revenue results
- Interest in using AI to automate workflows
- Onboarding or implementation experience is a plus
Remote for candidates based in Canada. Visa sponsorship is not offered.
