Formations logo
Formations

Smart money moves for the self-employed.

Customer Success Manager

Location

Washington

Posted

4 days ago

Salary

$68K - $75K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Customer Success Manager

Formations

• Own a portfolio of customers throughout their lifecycle • Identify at-risk customers proactively and work toward resolution • Spot and pursue upsell and cross-sell opportunities • Help customers navigate payroll requirements and compliance

Job Requirements

  • 2+ years in one or more of the following: tax preparation, payroll administration, bookkeeping, financial operations supporting small businesses
  • 2+ years in Customer Success, Account Management, or a comparable customer-facing role
  • Experience working directly with customers in an advisory capacity
  • Comfortable using technology platforms

Benefits

  • Full Medical, dental, vision
  • Generous parental leave
  • Life insurance
  • 401K plan including employer matching
  • Equity options for employees
  • Paid volunteer time of up to 16 hours a year

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