Customer Success Manager

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

📋 Description

• Assist new clients during the onboarding process and implementation, ensuring a seamless transition to the Puzzle platform.

• Provide product training through video calls, demonstrations, and written documentation.

• Act as a reliable advisor to founders and operators as they integrate modern financial tools.

• Forge strong relationships with founders, operators, and financial leaders.

• Address product inquiries, resolve workflow challenges, and ensure customers derive value from Puzzle.

• Monitor customer engagement and health to proactively tackle issues and enhance adoption.

• Collaborate closely with Product, Engineering, and Support teams to escalate concerns and represent customer interests.

• Convey customer feedback and insights that contribute to product enhancements.

• Work with internal teams to refine onboarding materials, support documentation, and educational resources for customers.

⛳️ Requirements

• Minimum of 3 years of experience in Customer Success, Account Management, or a comparable customer-facing role within B2B SaaS.

• Knowledge of accounting principles and financial workflows.

• Excellent communication skills with the capability to simplify complex concepts.

• Proficient in guiding clients through software onboarding and workflow configuration.

• Self-motivated individual with an ownership mentality and meticulous attention to detail in a dynamic environment.

• Familiarity with accounting software such as QuickBooks, Xero, NetSuite, or similar tools.

• Experience in a fintech, financial SaaS, or accounting technology firm.

🏝️ Benefits

• Competitive salary.

• Comprehensive health, dental, and vision plans fully covered for employees.

• 10 recognized holidays and a flexible PTO policy for recharge time.

• $1000 budget for home office setup to facilitate your success.

• $2400 budget for co-working spaces to enhance collaboration with colleagues.

• $600 budget for learning and development opportunities.

• 401K plan to help you save for your future.

• And much more.