Customer Success Manager

The Customer Success Manager is a high-impact, client-facing role focused on helping small and mid-sized business customers successfully implement and utilize a fast-growing professional services platform. You will own the onboarding experience, coordinate service delivery across internal teams and external partners, and serve as the voice of the customer within the organization.

This position involves working directly with founders, executives, CFOs, and finance leaders across a global customer base. Your goal is to build strong relationships, drive seamless execution, and ensure each client has an exceptional experience from day one.

This role is ideal for someone early in their career who has developed strong fundamentals in a professional services environment (such as public accounting or consulting), thrives in structured environments, and enjoys building relationships while driving operational excellence.

• Own the end-to-end onboarding experience for SMB customers, from initial kickoff through completion of their first service engagements
• Coordinate service delivery across internal teams (e.g., corporate services, tax, accounting, compliance)
• Serve as the primary point of contact for customers, advocating for their needs and ensuring a high-quality, consistent experience
• Create and manage detailed project plans for each customer engagement
• Identify expansion or upsell opportunities based on customer needs and platform usage, partnering with commercial teams as appropriate
• Develop a deep understanding of each customer in your portfolio, including their business model, priorities, and challenges

• 1–2 years of experience in a Big 4 accounting firm (audit, tax, or consulting) or a similar professional services environment
• Strong role-related fundamentals, sound judgment, and a bias toward action
• Highly organized and detail-oriented, with strong follow-through and process discipline
• Excellent interpersonal and communication skills; able to build trust with diverse stakeholders across global markets
• Comfortable working with international clients and navigating cross-cultural communication
• Genuine interest in working within an early-stage, high-growth technology company

• Someone who takes ownership and drives initiatives through to completion
• A relationship builder who enjoys connecting customers with internal teams
• A self-starter who thrives in fast-paced, evolving environments
• A collaborative team player motivated by shared success

• High-ownership role with meaningful exposure to customers and cross-functional teams
• Significant growth opportunities within a rapidly scaling organization
• Competitive base compensation and strong equity potential
• The opportunity to help modernize and transform legacy professional services industries