Customer Success Manager - Accounting - Remote

GD Resources•San Francisco, CA

3d•Remote

About The Position

Our client, a B2B fintech software startup, is seeking Implementation Specialists. They are looking for an Implementation Specialist with 2–3 years of experience in a customer-facing SaaS role. This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90–100 days on the platform. The ideal candidate is proactive, coachable, and thrives in a structured individual contributor role. You will serve as the primary point of contact for new customers, ensuring they are fully onboarded and positioned for long-term success.

Requirements

2–3 years of experience in a customer-facing SaaS role (Customer Success, Onboarding, or similar)
Highly coachable and open to feedback
Excellent communication and customer-facing skills

Nice To Haves

Experience working with accounting or bookkeeping clients preferred
Prior onboarding or training experience with SMB customers
Experience at an early-stage startup is a plus
Familiarity with bookkeeping/accounting software (e.g., QuickBooks, Xero) is a strong plus

Responsibilities

Conduct onboarding and training calls to help new customers quickly realize product value
Initial onboarding call (1 hour via Zoom) focused on setup and foundational training
Follow-up sync calls (15–45 minutes) covering advanced setup, feature training, team enablement, and product updates
Manage the full implementation lifecycle for a portfolio of SMB bookkeeping or accounting firms (typically serving 10–50 clients monthly) during their first 90–100 days
Serve as the primary point of contact during onboarding, driving strong engagement and high renewal rates
Capture customer feedback and feature requests to inform product improvements and internal process enhancements