
Leader in Client Value Creation
7 days ago
Customer Success Professional
Role Overview:We are seeking a proactive Customer Success Manager to take ownership of the post-sales customer journey from onboarding to renewals and upsells. The successful candidate will serve as the primary point of contact for clients, building strong relationships and ensuring they gain maximum value from our product.
- Manage the full customer life cycle post-sales, from onboarding onto our product, providing technical support, relationship management, renewals, and upsells.
- Proactively check in with clients, understand their goals, and guide them on best practices to maximize value.
- Streamline communication between the client, support, and product teams; you will be the bridge that keeps everyone aligned.
- Monitor customer health, identify potential roadblocks or churn risks, and address them before they become problems.
We are looking for a highly organized, tech-savvy, and excellent communicator who has:
- Bachelor's degree in Business Administration, Computer Science, or a related field.
- 4+ years of experience in Customer Success Account Management or a similar relationship-focused role for a SaaS company.
- Hands-on experience using customer support and engagement platforms such as Intercom, Zendesk, or Quest.
- Excellent written and verbal communication skills, with the ability to work with accounting professionals and business owners.
- Organized, detail-oriented, and able to juggle multiple clients while keeping communication smooth and expectations clear.
Experience working with accounting, bookkeeping, or financial technology is a plus. Experience working with QuickBooks is also desirable.
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