Customer Success Manager
New
P
Puzzle.ioFintech Accounting Software
Remote U.S. or CanadaFull-TimeMiddle
Salary80,000 - 100,000 USD per year
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Job Details
- Experience
- 3+ years
- Required Skills
- AccountingAccount ManagementCustomer SuccessNetSuiteQuickBooks
Requirements
- 3+ years of experience in Customer Success, Account Management, or similar B2B SaaS roles.
- Understanding of accounting concepts and financial workflows.
- Ability to explain complex concepts in simple terms.
- Comfortable guiding customers through software onboarding and workflow setup.
- Proactive self-starter with an ownership mindset.
- High attention to detail.
Responsibilities
- Guide new customers through onboarding and implementation.
- Deliver product training via video calls, demos, and written resources.
- Serve as a trusted advisor to founders and operators.
- Build strong relationships with founders, operators, and finance leaders.
- Monitor customer health and engagement to proactively address issues.
- Work closely with Product, Engineering, and Support teams to escalate issues.
- Share customer feedback and insights to shape product improvements.
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