Customer Success Manager, Accounting and Finance

Job Description
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