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.