Customer Success Manager, Accounting and Finance

Customer Success Manager (Accounting & Finance) – Remote

Permanent | Remote from the USA

Salary: $100,000 - $140,000 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