Job Details
Customer Success Manager - Accounting - Remote
2026-03-22 GD Resources LLC all cities,AK
Description:
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.
What You'll Do
This is an opportunity for a detail-oriented, customer-focused professional to play a key role in onboarding and retaining SMB clients at a growing fintech startup.
Salary, bonus (10k), equity
NO visa sponsorship
There is a strong preference for candidates in the Pacific time zone, though candidates on the East Coast are also considered.
- 2+ years customer-facing experience in SaaS/software companies
- Customer SuccessManager or Onboarding Specialist title preferred
- Startup experience strongly preferred for handling chaos/ambiguity
- Backed by Y Combinator - $12M funding from top investors
- Genuine product love - customers really love what they've built
- Growth opportunities - Promoted 2 people last year
- Great work-life balance - fully remote
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.
What You'll Do
- 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
- 2-3 years of experience in a customer-facing SaaS role (Customer Success, Onboarding, or similar)
- 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
- Highly coachable and open to feedback
- Excellent communication and customer-facing skills
This is an opportunity for a detail-oriented, customer-focused professional to play a key role in onboarding and retaining SMB clients at a growing fintech startup.