Customer Success Manager with Bookkeeping Expertise

Key Responsibilities:

• Serve as the dedicated point-of-contact for assigned clients after onboarding and invoice payment.
• Conduct platform walkthroughs, monthly or quarterly account reviews, and ongoing support check-ins.
• Assist clients with LLC, S-Corp, and EIN setup and ensure smooth onboarding onto the financial platform.
• Provide light bookkeeping assistance and advisory in coordination with the platform's automation tools.
• Deliver support via email, chat, and phone in a professional, approachable manner.
• Maintain accurate records and notes of all client communications and issues.
• Collaborate with internal teams (bookkeeping, operations, product) via Slack and shared tools.
• Ensure high client satisfaction by proactively identifying and resolving concerns.

Qualifications:

• 2+ years in a customer-facing role, ideally in fintech, accounting, or SaaS.
• Proven experience in bookkeeping, particularly withQuickBooksor platforms with similar functionality.
• Strong understanding ofU.S. small business structuressuch as LLCs, S-Corps, and EIN registrations.
• Proficient inGoogle Sheets,Excel, and handling financial data.
• Hands-on experience with tools likeQuickBooks,HubSpot,Slack,Notion, andGusto.
• Fluent in English, both written and spoken, with apleasing and professional demeanor.
• Bachelor's degree in Accounting, Finance, or a related field preferred but not required (equivalent experience accepted).
• Highly trainable, detail-oriented, and able to work independently.