Customer Success Manager

About This Role

Act as a trusted advisor to customers, leveraging strong accounting expertise and analytical skills to help them succeed with a next-generation accounting and finance platform.

Responsibilities

• Partner closely with customers during their adoption phase to understand their accounting and financial workflows
• Solve complex, often ambiguous customer challenges using strong analytical judgment
• Build and review financial models to support customer use cases
• Translate complex accounting concepts into clear, actionable guidance
• Communicate effectively with stakeholders across finance and operations
• Serve as a trusted problem-solver and subject matter expert

Requirements

• Strong accounting background with advanced accounting knowledge
• Excellent financial modeling skills
• Experience in investment banking, accounting, or a similarly rigorous financial role
• Strong interpersonal and communication skills
• Comfort operating in ambiguous, fast-moving environments
• Customer-oriented mindset with a passion for problem-solving

Qualifications

• Experience in investment banking, accounting, or a similarly rigorous financial role

Benefits