Customer Success Manager, Accounting and Finance

STRIVE Recruitment Inc.; New York (NY); Remote; USD 100,000 - 140,000; Full time

Job summary

STRIVE Recruitment Inc. is partnering with a fast-growing fintech company to recruit a Customer Success Manager (Accounting & Finance) based remotely in the USA.

You will guide customers from onboarding through adoption, translate financial insights into action, and act as a bridge between customers and product teams. The role emphasizes proactive engagement, data-driven decision making, and the ability to manage a high-volume portfolio while using AI tools to boost efficiency.

Qualifications

• 3+ years of experience in Customer Success or account management.
• Experience in SaaS, fintech, or other fast-paced tech environments.
• Background in accounting or familiarity with financial analytics.
• Proven ability to manage and support a high-volume portfolio of customers.
• Experience using AI tools to improve productivity and workflow efficiency.

Responsibilities

• Lead onboarding and implementation activities to ensure a smooth setup experience.
• Educate customers on platform capabilities, financial reporting tools, and data-driven decision-making.
• Build and maintain strong customer relationships through proactive engagement and support.
• Monitor customer usage and identify opportunities to increase platform adoption and value.
• Gather and communicate customer feedback to product and engineering teams.
• Contribute to the development and improvement of customer success processes, tools, and playbooks.

Skills

Customer success

Account management

SaaS experience

Communication skills

Tools

AI tools

Analytics tools

Job description

Customer Success Manager (Accounting & Finance) – Remote

Permanent | Remote from the USA

Salary: $100,000 - $140,000 USD

About Us

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Technology, Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.

THE ROLE

STRIVE Recruitment is proud to partner with a fast-growing financial technology company that provides AI-powered accounting and financial management solutions for e-commerce and direct-to-consumer businesses to recruit for a Customer Success Manager (Accounting & Finance) based in Remote. They offer a collaborative, technology-driven environment where innovation, customer success, and continuous improvement are at the core of their culture. The client is seeking a Customer Success Manager to support customers throughout their journey with the platform, from onboarding through ongoing adoption and growth. Reporting to the Customer Success leadership team, this role serves as a strategic advisor to customers, helping them maximize the value of financial insights and tools while acting as a key liaison between customers and internal teams.

Key Responsibilities

• Lead customer onboarding and implementation activities to ensure a smooth setup experience
• Educate customers on platform capabilities, financial reporting tools, and data-driven decision-making
• Build and maintain strong customer relationships through proactive engagement and support
• Monitor customer usage and identify opportunities to increase platform adoption and value
• Gather and communicate customer feedback to product and engineering teams
• Contribute to the development and improvement of customer success processes, tools, and playbooks

Qualifications

• 3+ years of experience in Customer Success, Account Management, or a client-facing role
• Experience working within a SaaS, fintech, or other fast-paced technology environment
• Background in accounting or hands-on experience with financial and analytics tools
• Proven ability to manage and support a high-volume portfolio of customers
• Strong communication skills with the ability to explain complex concepts clearly
• Experience using AI tools to improve productivity and workflow efficiency

Preferred Skills

• Experience working with fintech, accounting technology, or eCommerce analytics platforms
• Experience developing customer success playbooks or customer journey frameworks
• Experience collaborating closely with product and engineering teams
• Interest in working within a high-growth startup environment

What Success Looks Like

• Customers are successfully onboarded and realize value from the platform quickly
• Strong customer relationships lead to high engagement, retention, and satisfaction
• Customer feedback contributes to continuous product and service improvements
• Customer adoption and usage increase as businesses grow and scale
• Internal customer success processes become more efficient and scalable