Customer Success Manager

About this role

Customer Success Manager/ Product Implementation Manager
Location: Onsite NYC
Salary
:$150,000-200,000 plus equity


About the Role
We're looking for a highly operational, accounting-savvy Implementation & Growth Lead to help scale our product suite. This role sits at the intersection of accounting, technology, and customer execution-you'll lead end-to-end implementations while helping shape the systems and processes that power our growth.

This is a hands-on role for someone who understands accounting at a tactical level and can translate that knowledge into successful SaaS implementations. You'll partner closely with customers, guide them through complex workflows, and ensure seamless adoption of our platform.

If you've worked in accounting, then moved into a client-facing role at an accounting software or tech startup, this could be an exceptional fit.


What You'll Do

• Lead end-to-end customer implementations across our full product suite
• Serve as a trusted advisor to accounting and finance teams during onboarding and rollout
• Program manage new product launches, including enablement materials, training sessions, and timeline management
• Translate real-world accounting workflows into scalable, system-driven processes
• Own and synthesize the customer feedback loop (call insights, support tickets, surveys) to inform product improvements
• Drive compliance, readiness, and operational initiatives for new and existing offerings
• Manage ongoing customer engagements and proactively identify expansion opportunities
• Build scalable implementation processes as we grow

Ideal Background

• CPA preferred (must have hands-on accounting experience - not just the credential)
• Background in Big 4 or similar public accounting environment
• Experience working at an accounting software company or B2B SaaS startup
• Customer-facing implementation, client success, or engagement management experience
• Experience in regulated or complian...