Customer Success Manager — AI Accounting Onboarding

Premier Global Links LLC; 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 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