Associate Customer Success Manager

At least two years in a customer success or account management role, ideally in SaaS or technology (accounting industry experience preferred) Intermediate proficiency in Google Sheets and/or Excel Proven success in delivering outstanding customer experiences Ability to manage multiple accounts Excellent presentation skills Skilled at identifying customer pain points and mapping product features to solutions Clear, effective communicator Team-oriented Bachelor’s degree in Accounting, Business, Communications, Information Technology, Finance, or Psychology preferred

Build and maintain strong customer relationships Manage a large portfolio of SMB accounts Oversee onboarding and training Drive product adoption Proactively prevent churn and manage renewals Resolve customer issues Use customer data and feedback to inform strategies Work cross-functionally with sales, marketing, and product teams Identify at-risk renewals or churn and collaborate on corrective action plans Encourage customer advocacy