Fintech Product & Accounting Consultant — Onboard & Scale SaaS

Topkey; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Work that matters

Own real outcomes

Work alongside product & founders

Job summary

A financial automation company in Austin is seeking an experienced Customer Success Manager to guide new customers through implementation and training of their platform. The ideal candidate has 2 to 5 years in a finance or startup environment, with strong accounting fundamentals and excellent communication skills. This role is pivotal for improving client outcomes and driving product adoption in the rapidly growing vacation rental market.

Qualifications

• 2 to 5 years of experience in a fast‑paced startup or finance team.
• Strong grasp of accounting fundamentals, particularly AP and reconciliation.
• Excellent written and verbal communication skills.

Responsibilities

• Guide new customers through implementation and training.
• Help operators translate accounting workflows into the system.
• Serve as a strategic partner for high-value customers.

Skills

Accounting fundamentals

Consulting

Customer onboarding

SaaS product knowledge

Education

Bachelor's degree in Finance or related field

Tools

QuickBooks

Sage Intacct

NetSuite

Job description

A financial automation company in Austin is seeking an experienced Customer Success Manager to guide new customers through implementation and training of their platform. The ideal candidate has 2 to 5 years in a finance or startup environment, with strong accounting fundamentals and excellent communication skills. This role is pivotal for improving client outcomes and driving product adoption in the rapidly growing vacation rental market.