Customer Success Manager
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Job Description
Customer Success Manager at a FinTech startup managing a portfolio of self-employed professionals. Advising on tax and financial operations while delivering exceptional customer experience.
Responsibilities:
- Own a portfolio of customers throughout their lifecycle
- Identify at-risk customers proactively and work toward resolution
- Spot and pursue upsell and cross-sell opportunities
- Help customers navigate payroll requirements and compliance
Requirements:
- 2+ years in one or more of the following: tax preparation, payroll administration, bookkeeping, financial operations supporting small businesses
- 2+ years in Customer Success, Account Management, or a comparable customer-facing role
- Experience working directly with customers in an advisory capacity
- Comfortable using technology platforms
Benefits:
- Full Medical, dental, vision
- Generous parental leave
- Life insurance
- 401K plan including employer matching
- Equity options for employees
- Paid volunteer time of up to 16 hours a year
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