Customer Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct live video onboarding sessions with new clients to gather essential business information and complete bookkeeping setup (including bank/credit card integrations, historical bookkeeping requirements, etc.).

• Assist clients through chat and email by addressing bookkeeping inquiries, diagnosing problems, and driving prompt and empathetic resolutions.

• Keep precise customer notes and status updates in internal systems to ensure effective follow-through and seamless transitions.

• Work collaboratively with other teams at Layer to enhance workflows and gather product feedback based on recurring customer requirements.

• Surpass partner and client expectations by delivering considerate, proactive, and detail-oriented support.

⛳️ Requirements

• A minimum of 2 years of experience in a customer-facing role (support, onboarding, etc.) or in bookkeeping.

• Understanding of small business bookkeeping principles and fundamental financial concepts.

• Exceptional live communication and active listening abilities.

• Strong written communication skills.

• Keen attention to detail and capability to handle multiple tasks simultaneously.

• A mindset focused on ownership and growth.

🏝️ Benefits

• Competitive salary and benefits package.

• Opportunities for professional development and career advancement.

• A supportive and inclusive work environment that values diversity.