Customer Success Manager

2 days ago

Lahore, Punjab, Pakistan Sagelight Accounting Full time 1,200,000 - 2,400,000 per year

About Sagelight Accounting

At
Sagelight Accounting
, we specialize in
Fractional Controller and CFO Services
,
Accounting & Reporting
,
Bookkeeping
,
Financial Analysis
,
Payroll & Tax
, and
Cloud Software Implementations
. Our clients span fast-moving industries such as real estate, IT, and e-commerce, where numbers drive decisions and clarity fuels growth..

About the Role

As a Client Success Manager, you'll play a critical role in supporting the success of our U.S.-based accounting clients, starting from onboarding and ensuring long-term value delivery, retention, and satisfaction. Your focus will span client relationships, pricing, engagement health, feedback loops, and supporting sales and marketing with real insights from client experiences.

This position requires basic accounting knowledge, strong communication skills, and the ability to think through both reporting needs and business-level goals.

Key Responsibilities:

Client Success & Retention (50%)

  • Build and manage lasting relationships with accounting clients across real estate, IT, and e-commerce or similar verticals
  • Collaborate with internal teams to anticipate client needs and increase service value
  • Conduct weekly reviews of current and past accounts, track service feedback, and identify upselling or improvement opportunities
  • Assist clients with onboarding and understanding of our transparent and diversified service stack

Insights, Reporting & Pricing Analysis (25%)

  • Analyze client engagement data to recommend service enhancements or pricing adjustments
  • Prepare monthly reports on active client health, retention risks, and upsell readiness for leadership
  • Help standardize reporting dashboards for internal success tracking

Sales & Marketing Collaboration (15%)

  • Collaborate with sales and marketing to identify messaging gaps and pain points early in the funnel
  • Translate client needs into actionable value propositions
  • Share client feedback to refine our onboarding, brand, and marketing positioning.

Cross-Team Collaboration & Project Support (10%)

  • Work with finance, and marketing teams to ensure client expectations are met on time
  • Champion Sagelight's values and innovation mindset across all client touchpoints

Position Requirements (Must-Have)

  • 2+ years of experience at an accounting/advisory firm or B2B SaaS/SolaaS organization
  • Familiarity with U.S. accounting platforms (e.g., QuickBooks Online, Xero, Gusto)
  • Understanding of real estate, IT, or e-commerce financial models
  • Experience with tools like Excel or other reporting dashboards
  • Comfortable explaining financial tools and reports to non-financial stakeholders
  • Strong English communication skills, both written and verbal
  • Detail-oriented and analytical, with a problem-solving mindset
  • Comfortable in client-facing roles and a fast-paced work environment

Nice to Have

  • Experience supporting CFOs or senior accountants with reporting
  • Background in PMO, SaaS, or cloud platform environments
  • Strong curiosity and a proactive approach to problem-solving
  • Up-to-date with consumer psychology-driven messaging and business communication trends
  • Understanding of U.S. tax calendars and compliance requirements
  • Familiarity with financial flows through tools like Shopify, Amazon, and Stripe

What We Offer:

  • Market-Competitive Salary
  • Global Exposure
    : Work with international clients and tools
  • Growth Opportunities
    : Mentorship, leadership paths & career development
  • Continuous Learning
    : Access to advanced accounting workflows
  • Quarterly Team Lunches
  • Financial Perks

Perks & Benefit:

  • 30 Annual Leaves
    (20 PTO + 10 Sick Leaves, accrued monthly)
  • Comprehensive Health Insurance
    (for you and your dependents)
  • Life Insurance
  • Annual Bonus
    (As per Company Policy)
  • Holiday Compensation
  • Education Reimbursement
    (After 1 year of service)
  • Provident Fund & Gratuity
    (As per Company Policy)
  • Performance-Based Bonuses
    (As per Company Policy)
  • Professional Development Support
    (As per Company Policy)

How to Apply:

Please send your
resume and portfolio
to

.

For further inquiries, feel free to contact us at

.

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