Customer Success Manager - Accounting - Remote

Salary, bonus (10k), equity

NO visa sponsorship

There is a strong preference for candidates in the Pacific time zone, though candidates on the East Coast are also considered.

• 2+ years customer-facing experience in SaaS/software companies
• Customer Success Manager or Onboarding Specialist title preferred
• Startup experience strongly preferred for handling chaos/ambiguity

Selling points

• Backed by Y Combinator - $12M funding from top investors
• Genuine product love - customers really love what they've built
• Growth opportunities - Promoted 2 people last year
• Great work-life balance - fully remote

Our client, a B2B fintech software startup, is seeking Implementation Specialists.

They are looking for an Implementation Specialist with 2-3 years of experience in a customer-facing SaaS role. This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90-100 days on the platform.

The ideal candidate is proactive, coachable, and thrives in a structured individual contributor role. You will serve as the primary point of contact for new customers, ensuring they are fully onboarded and positioned for long-term success.
What You'll Do

• Conduct onboarding and training calls to help new customers quickly realize product value
  
  • Initial onboarding call (1 hour via Zoom) focused on setup and foundational training
  • Follow-up sync calls (15-45 minutes) covering advanced setup, feature training, team enablement, and product updates
• Manage the full implementation lifecycle for a portfolio of SMB bookkeeping or accounting firms (typically serving 10-50 clients monthly) during their first 90-100 days
• Serve as the primary point of contact during onboarding, driving strong engagement and high renewal rates
• Capture customer feedback and feature requests to inform product improvements and internal process enhancements

What Were Looking For

• 2-3 years of experience in a customer-facing SaaS role (Customer Success, Onboarding, or similar)
• Experience working with accounting or bookkeeping clients preferred
• Prior onboarding or training experience with SMB customers
• Experience at an early-stage startup is a plus
• Familiarity with bookkeeping/accounting software (e.g., QuickBooks, Xero) is a strong plus
• Highly coachable and open to feedback
• Excellent communication and customer-facing skills

This is an opportunity for a detail-oriented, customer-focused professional to play a key role in onboarding and retaining SMB clients at a growing fintech startup.