Accounting Software Implementation Specialist

Premier Global Links; San Francisco (CA); Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

Base salary + variable compensation

Equity package

Remote work

AI-powered accounting technology

Job summary

Premier Global Links, LLC is seeking a Customer Success Manager to help customers onboard successfully, adopt product features, achieve measurable results, and identify opportunities to expand their use of the platform. This role combines strong customer relationship skills with practical accounting, bookkeeping, or SaaS experience.

The candidate will lead onboarding, training, and implementation, conduct check-ins and QBRs, drive adoption and retention, and collaborate with internal teams to

Qualifications

• 2–4 years in a customer-facing role.
• Strong communication, relationship management, and problem-solving skills.
• Experience managing customer onboarding, training, implementation, or account relationships.
• Ability to manage multiple customer accounts and prioritize competing needs.
• Interest in accounting technology, SaaS products, and AI-powered solutions.

Responsibilities

• Lead customer onboarding, product training, technical setup, and implementation.
• Conduct customer check-ins, working sessions, training calls, and quarterly business reviews (QBRs).
• Drive product adoption, customer satisfaction, renewals, and long-term retention.
• Identify customer risks and collaborate with Account Executives to address renewal concerns.
• Support existing customers, respond to inquiries, and identify account expansion opportunities.
• Create customer education materials, including video tutorials, user guides, and email resources.
• Document customer success best practices and improve onboarding and engagement processes.
• Partner with internal teams to reduce customer friction and improve the overall customer experience.

Skills

Customer onboarding

Account management

Communication

Problem solving

SaaS

Time management

Education

CPA

Accounting education

QuickBooks ProAdvisor certification

Tools

QuickBooks Online

Xero

NetSuite

Job description

Premier Global Links, LLC is seeking a customer-focused Customer Success Manager on behalf of a growing software company specializing in AI-powered accounting and financial close management solutions.

This role is ideal for someone who combines strong customer relationship skills with practical accounting, bookkeeping, or SaaS experience. You will help customers onboard successfully, adopt product features, achieve measurable results, and identify opportunities to expand their use of the platform.

Key Responsibilities

• Lead customer onboarding, product training, technical setup, and implementation.


• Conduct customer check-ins, working sessions, training calls, and quarterly business reviews (QBRs).


• Drive product adoption, customer satisfaction, renewals, and long-term retention.


• Identify customer risks and collaborate with Account Executives to address renewal concerns.


• Support existing customers, respond to inquiries, and identify account expansion opportunities.


• Create customer education materials, including video tutorials, user guides, and email resources.


• Document customer success best practices and improve onboarding and engagement processes.


• Partner with internal teams to reduce customer friction and improve the overall customer experience.

Required Qualifications

• 2-4 years of experience in a customer-facing role.


• Strong communication, relationship management, and problem-solving skills.


• Experience managing customer onboarding, training, implementation, or account relationships.


• Ability to manage multiple customer accounts and prioritize competing needs.


• Interest in accounting technology, SaaS products, and AI-powered solutions.

Preferred Qualifications

• Experience at an early-stage SaaS startup, accounting firm, or bookkeeping firm.


• Hands-on knowledge of accounting or bookkeeping workflows, such as month-end close, bank reconciliation, journal entries, general ledger, or financial statements.


• Familiarity with QuickBooks Online (QBO), Xero, NetSuite, or similar accounting software.


• Experience with customer success, account management, software implementation, or customer training.


• CPA, accounting or finance education, or QuickBooks ProAdvisor certification is a plus.


• Interest in AI automation and technology-enabled accounting workflows.

Compensation and Benefits

• Base salary: $80,000-$110,000.


• Approximately $10,000 in variable compensation.


• Competitive equity package.


• Opportunity to work with AI-powered accounting technology and help customers improve their financial workflows.

Work Authorization

This is a remote position open to candidates located in the United States or Canada. Candidates must already be authorized to work in the applicable country. Visa sponsorship and visa transfers are not available.

Premier Global Links, LLC is managing recruitment for this opportunity on behalf of a client. The client company's name will be shared with qualified candidates during the recruitment process.