A high-growth fintech startup is on a mission to simplify B2B payments by automating billing and collections processes. Their intelligent platform streamlines financial workflows, helping service-based businesses eliminate friction and focus on what they do best.

This company supports a customer base primarily made up of accounting, marketing, and sales agencies — with plans to expand into IT services and eventually enterprise clients in the near future.

About the Role

We are seeking a Customer Success Manager who can own the customer journey—from onboarding through to training, adoption, and retention. You’ll partner closely with customers to ensure they extract maximum value from the platform, using a consultative approach to improve satisfaction and long-term success. You’ll serve as a strategic advisor and product expert, working closely with internal teams and a book of 40–100 SMB accounts valued between $3K–$5K each.

If you have a background in accounting, finance, or consulting, and you’re energized by helping others succeed with tech-driven solutions, this role is a perfect fit.

Key Responsibilities

• Manage the full customer lifecycle: onboarding, training, adoption, and ongoing relationship management.
• Guide clients through product setup and ensure timely technical implementation.
• Train users on platform features and optimize product utilization for business outcomes.
• Monitor client health using data insights and proactively address issues or risk factors.
• Build long-term relationships and become a trusted partner to clients and stakeholders.
• Identify areas to enhance the customer experience and recommend workflow improvements.
• Act as the voice of the customer internally and relay product feedback to technical and product teams.
• Collaborate cross-functionally with Sales, Product, Engineering, and Marketing to drive customer success and retention.
• Maintain detailed records of account health, activity, and communication in CRM systems.

What You’ll Bring

• 3–5 years of experience in a customer-facing role (Customer Success, Consulting, or Account Management).
• Strong background in accounting, finance, economics, or business administration – required.
• Proficiency in Microsoft Excel and familiarity with SaaS workflows and metrics.
• Previous experience onboarding clients and working with SMBs—ideally in tech, SaaS, or financial services.
• Excellent interpersonal, communication, and presentation skills with a high degree of professionalism.
• Strong organizational skills with the ability to manage multiple projects in a fast-paced environment.
• Analytical mindset with the ability to translate data into actionable insights.
• Bonus: Experience with upselling, expansion strategies, or working in a startup/scale-up environment.

Why This Role Is Exciting

• Be part of a rapidly growing, mission-driven fintech company with plans to scale into new verticals and markets.
• Work closely with SMB clients in a highly consultative and relationship-focused role.
• Help build out customer success playbooks, processes, and eventually a commission structure.
• Join a high-ownership culture that values curiosity, grit, and continuous learning.