Customer Success Manager
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Customer Success Manager guiding onboarding, retention, and growth for US accounting firms and businesses building remote finance teams. Improving client processes and relationships.
Responsibilities:
- Lead onboarding calls and explain how working with CAS works
- Coordinate setup between clients, the placement team, and newly placed team members
- Flag early risks and escalate them quickly
- Conduct proactive client check-ins and answer questions
- Run regular reviews, trainings, and Q&A sessions over video calls
- Create guides, templates, and email sequences
- Identify opportunities to expand clients’ teams and support growth
- Gather client feedback and share it with leadership
- Document best practices and reusable engagement templates
- Improve internal workflows and support team projects
Requirements:
- 2 to 3 years in a customer-facing role such as customer success, account management, or client services
- Clear written and spoken English, with the ability to explain complex ideas simply
- Strong attention to detail and a client-first mindset
- Interest in process improvement, documentation, and operational efficiency
- Familiarity with tools like Slack, Notion, HubSpot, or Salesforce
- Organized, responsive, and able to manage multiple clients
- Comfortable working US business hours (or overlap) from home
- Full-time exclusivity; must not hold other part-time or freelance engagements once hired
- Conflict-of-interest checks may apply
- Certificate of Employment from most recent employment required after hire
- Valid NBI Clearance for PH candidates, Certified Background Check for LatAm candidates, or Certificate of Clearance for South African candidates required after hire
- Character and professional reference checks
- LinkedIn profile must be updated to reflect CAS as the new employer
- Willingness to work a U.S. time zone shift
- English-language resume/CV or LinkedIn profile
Benefits:
- Permanent remote work
- Full company equipment provided (laptop, monitor, accessories)
- 15 days PTO annually plus local holidays off
- Guaranteed annual increases
- Referral rewards up to $1,000
- Monthly flexible stipend (CAS Flex Perks)
- Structured onboarding and support
- Culture that actually shows up
Similar Jobs
Senior Customer Success Manager – Enterprise, Consulting
Senior Customer Success Manager advising enterprise leaders on Boardwise’s board management software, governance, and collaboration processes. Driving adoption, renewals, and organisational change.
Assistant, Customer Success Director
Remote Virtual Assistant supporting GetWing’s Director of Customer Success with scheduling, coordination, follow-ups, records, and reporting. Helping keep Customer Success operations organized.
Customer Success Representative
Customer Success Representative supporting Lamb Weston’s foodservice customers across Oregon. Managing leads, retention, distributor partnerships, and sales enablement.
Senior Meta Ads, Client Success Manager
Senior Meta Ads and Client Success Manager driving qualified leads and ROI for a Sydney digital marketing agency. Managing campaigns, budgets, optimisation, and client relationships remotely.
Manager, Customer Success Team – Mid-Market
Customer Success Manager leading CSM teams, retention, and revenue growth for Leap Tools’ interior décor visualization technology. Coaching teams and solving customer challenges remotely across Canada.
Principal Customer Success Manager
Principal Customer Success Manager owning strategic enterprise accounts for Commerce’s AI-driven ecommerce ecosystem. Driving adoption, renewals, expansion, advocacy, and executive customer outcomes.
Customer Success Engagement Manager
Customer Success Engagement Manager leading customer analytics engagements and AI solution implementations. Viaduct helps manufacturers improve yield, eliminate rework, and reduce operational costs.
Customer Success Manager
Customer Success Manager managing FoodChain ID client accounts, renewals, and product adoption. Partnering cross-functionally to deliver measurable customer value.
Mid-Market Customer Success Manager
Customer Success Manager managing mid-market accounts for Riverside’s AI-powered content creation platform. Driving adoption, retention, renewals, and expansion through strategic customer guidance.
Customer Success Manager
Customer Success Manager growing Ordio’s all-in-one HR platform for deskless-workforce companies. Driving onboarding, renewals, upselling, expansion, and net revenue retention.
Customer Success Manager
Customer Success Manager translating SEO, AI search and PPC performance into measurable client outcomes. Driving retention, reporting, projects and expansions for Measure Marketing's B2B clients.
Coordinator – Sportsbook CRM
Sportsbook CRM Coordinator executing conversion, retention, and reactivation campaigns for Hard Rock Digital's online sportsbook and casino business. Coordinating messaging across marketing and operational teams.
Senior Customer Success Executive – ServiceNow
Senior Customer Success Executive guiding enterprise customers through strategic ServiceNow transformations. Driving platform adoption, retention, executive alignment, and expansion for an AI business-reinvention platform.
Customer Success Manager – AI-native B2B SaaS
Customer Success Manager owning European SMB and mid-market accounts for Tidio’s AI-powered customer service platform. Driving adoption, retention, renewals, and expansion.
Director, Sales & Customer Success
Sales director leading specialty sales and customer success for Empower’s evidence-based behavioral health and community care programs. Building pipeline discipline, cross-sell strategy, AI-enabled workflows, and a regional pod model.
Customer Success Manager
Customer Success Manager managing healthcare customer accounts and adoption outcomes. Guiding users toward measurable value from WellHive’s platform.
Client Success Consultant – Assistant Solutions
Client Success Consultant helping BELAY, a virtual staffing company, retain clients and grow accounts. Managing client-contractor relationships, service delivery, consulting, and upselling remotely.
Client Success Consultant – Financial Solutions
Client Success Consultant managing financial-services client relationships, onboarding, retention, and account growth for BELAY. Advising clients and contractors on financial and bookkeeping engagements.
Digital Marketing Customer Success Manager
Digital Marketing Customer Success Manager connecting SEO, AI search, GEO, and PPC performance to client business results. Managing retention, reporting, optimization, and account growth.
Digital Marketing Customer Success Manager
Digital Marketing Customer Success Manager helping agency clients improve visibility, qualified leads, and ROI through SEO, GEO, AI search, and PPC.