STRIVE Recruitment

Role Description 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