Customer Success Manager

About This Opportunity

We are representing a well-funded SaaS company that serves accounting professionals across the United States. Our client has built a platform that helps bookkeepers and accountants streamline their workflows, improve client communication, and deliver better outcomes for small businesses. As they continue rapid growth with dozens of new customers joining monthly, they need a Customer Success Manager to own onboarding and expansion for their larger firm accounts.

This is a high-impact role where you'll be the primary relationship owner, ensuring customers successfully adopt the platform and achieve their business goals. You'll work at the intersection of sales, support, and product—helping convert trial users into paying customers while driving expansion revenue from existing accounts.

Responsibilities

• Lead onboarding calls with prospective customers, providing product training, completing technical setup, and accelerating time-to-value
• Partner with sales to identify potential adoption barriers and maintain conversion rates of 80-85% from free trial to paid subscription
• Proactively manage your account portfolio through regular check-ins, training sessions, and support inquiries
• Identify opportunities to expand feature adoption and drive monthly recurring revenue growth within your accounts
• Create customer education materials including video tutorials, user guides, and email sequences
• Gather and document product feedback, feature requests, and improvement suggestions to inform the product roadmap
• Build scalable processes, templates, and best practices for customer engagement at key lifecycle stages
• Collaborate cross-functionally to reduce friction and optimize the customer experience

What We're Looking For

• 2-3 years of customer-facing experience at an early-stage SaaS startup
• Exceptional communication skills with the ability to explain complex concepts clearly in both written and verbal formats
• Strong attention to detail and a customer-centric approach to problem-solving
• Passion for process improvement, documentation, and operational efficiency
• Experience with modern SaaS tools such as Slack, Notion, HubSpot, or Salesforce
• Accounting or finance background preferred; genuine interest in learning the space is required
• Located in the USA

How We Work With You

Our talent team at Get A Job.ai partners with high-growth companies to connect them with exceptional candidates. When you apply through our platform, a dedicated recruiter will review your background and conduct an initial screening. If there's a strong match, we'll submit your profile to our client and guide you through their interview process. Please apply exclusively through Get A Job.ai—direct contact with the client is not part of our process.

Pay

Compensation details will be discussed during the screening process with our recruiting team.

Equal Employment Opportunity

Get A Job.ai is committed to inclusive hiring practices and welcomes candidates from all backgrounds, experiences, and perspectives.