Bookkeeper | SaaS Customer Success

Scale Up Recruiting Partners; Arequipa; Presencial; PEN 102.075 - 170.126; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Flexible part-time schedule

Fully remote work

Direct impact on customer experience

Descripción de la vacante

Scale Up Recruiting Partners is hiring a Part-Time Customer Success Manager for a rapidly growing Fintech SaaS company. This fully remote role requires a flexible schedule of 9–12 hours per week and primarily involves leading live product demos and supporting existing customers.

The ideal candidate should have strong bookkeeping or accounting knowledge, along with near-native English skills. Join a growing team where you can impact customer experience and company success.

Formación

• Near-native English proficiency in both spoken and written form.
• Background in bookkeeping, accounting, finance, or a related field.
• Ability to work flexible hours across different customer time zones.

Responsabilidades

• Lead live product demos for trial users and guide them through the platform.
• Explain pricing and use cases to customers clearly.
• Provide guidance and support for existing customers.

Conocimientos

Near-native spoken and written English

Background in bookkeeping or accounting

Strong understanding of cash flow concepts

Comfortable presenting live via Zoom

Customer-focused communication style

Descripción del empleo

We’re Scale Up, and our client is looking to hire a Part‑Time Customer Success Manager for a fast‑growing Fintech / Finance SaaS company. The role is a contractor position (long‑term) and 100% remote. Work schedule: part‑time (approximately 9–12 hours per week). Flexible availability across global customer time zones; location is LATAM.

About Our Client

Our client is a profitable, bootstrapped B2B SaaS company that helps small and mid‑sized businesses manage and forecast cash flow. Their platform integrates with leading accounting tools and provides automated projections, scenario planning, and reporting. The platform connects with QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, Sage Intacct, and future integrations like Odoo, allowing customers to automatically generate cash flow forecasts, run scenario planning, and access real‑time financial insights without manual work. With thousands of paying customers across the US, UK, Canada and other English‑speaking markets, the company has achieved a strong product‑market fit and continues to grow steadily, helping finance teams make smarter, faster decisions.

The Role

As a part‑time Customer Success Manager, you will serve as the bridge between prospective customers and the product. In this customer‑facing role you’ll lead live Zoom demos for trial users, help them understand the platform, evaluate its value, and move confidently toward a purchase decision. You’ll also support existing customers by answering questions, providing guidance, and helping them get the most out of the platform. This consultative role combines elements of sales, customer success, and product expertise. You will confidently guide conversations, understand accounting and bookkeeping fundamentals, and deliver a great customer experience in every interaction.

What You’ll Do

• Lead live product demos for trial prospects and guide them through the platform.
• Conduct discovery conversations to understand customer needs and tailor demonstrations accordingly.
• Explain pricing, use cases, and next steps clearly and confidently.
• Support existing customers with setup questions, troubleshooting, and product guidance.
• Send personalized follow‑up emails after demos.
• Escalate technical issues appropriately when additional support is required.
• Represent the company professionally and create a positive customer experience throughout the customer journey.

Ideal Profile

• Near‑native spoken and written English.
• Background in bookkeeping, accounting, finance, or a related field.
• Strong understanding of concepts such as cash flow, accounts receivable, accounts payable, invoicing, and reconciliation.
• Comfortable presenting live via Zoom and sharing screens with customers.
• Reliable, organized, and highly accountable.
• Customer‑focused and consultative communication style.
• Able to adapt to varying schedules and customer time zones.
• Experience working remotely with international teams.

Nice to Have

• Previous experience running SaaS demos or working in a customer‑facing software role.
• Sales, Account Executive, Customer Success, onboarding, or implementation experience.
• Hands‑on experience with QuickBooks, Xero, or other accounting software.
• Experience supporting small and mid‑sized business customers.

Why Join

• Join a profitable and growing Finance SaaS company with thousands of customers worldwide.
• Work directly with a highly engaged leadership team.
• Gain exposure to both sales and customer success functions.
• Flexible part‑time schedule with fully remote work.
• Make a direct impact on customer experience and company growth.