Customer Success Manager (Accounting & Finance) – Remote
Permanent | Remote from the USA
Salary: $80,000 - $120,000 USD
ABOUT US
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Technology, Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.
THE ROLE
STRIVE Recruitment is proud to partner with a fast-growing financial technology company that provides AI-powered accounting and financial management solutions for e-commerce and direct-to-consumer businesses to recruit for a Customer Success Manager (Accounting & Finance) based in Remote. They offer a collaborative, technology-driven environment where innovation, customer success, and continuous improvement are at the core of their culture.
The client is seeking a Customer Success Manager to support customers throughout their journey with the platform, from onboarding through ongoing adoption and growth. Reporting to the Customer Success leadership team, this role serves as a strategic advisor to customers, helping them maximize the value of financial insights and tools while acting as a key liaison between customers and internal teams.
Key Responsibilities
- Lead customer onboarding and implementation activities to ensure a smooth setup experience
- Educate customers on platform capabilities, financial reporting tools, and data-driven decision-making
- Build and maintain strong customer relationships through proactive engagement and support
- Monitor customer usage and identify opportunities to increase platform adoption and value
- Gather and communicate customer feedback to product and engineering teams
- Contribute to the development and improvement of customer success processes, tools, and playbooks
Qualifications
- 3+ years of experience in Customer Success, Account Management, or a client-facing role
- Experience working within a SaaS, fintech, or other fast-paced technology environment
- Background in accounting or hands-on experience with financial and analytics tools
- Proven ability to manage and support a high-volume portfolio of customers
- Strong communication skills with the ability to explain complex concepts clearly
- Experience using AI tools to improve productivity and workflow efficiency
Preferred Skills
- Experience working with fintech, accounting technology, or eCommerce analytics platforms
- Experience developing customer success playbooks or customer journey frameworks
- Experience collaborating closely with product and engineering teams
- Interest in working within a high-growth startup environment
What Success Looks Like
- Customers are successfully onboarded and realize value from the platform quickly
- Strong customer relationships lead to high engagement, retention, and satisfaction
- Customer feedback contributes to continuous product and service improvements
- Customer adoption and usage increase as businesses grow and scale
- Internal customer success processes become more efficient and scalable