Customer Success Manager, SMB

A high-growth fintech startup is on a mission to simplify B2B payments by automating billing and collections processes. Their intelligent platform streamlines financial workflows, helping service-based businesses eliminate friction and focus on what they do best.

This company supports a customer base primarily made up of accounting, marketing, and sales agencies — with plans to expand into IT services and eventually enterprise clients in the near future.

About the Rol

eWe are seeking a Customer Success Manager who can own the customer journey—from onboarding through to training, adoption, and retention. You’ll partner closely with customers to ensure they extract maximum value from the platform, using a consultative approach to improve satisfaction and long-term success. You’ll serve as a strategic advisor and product expert, working closely with internal teams and a book of 40–100 SMB accounts valued between $3K–$5K each

.If you have a background in accounting, finance, or consulting, and you’re energized by helping others succeed with tech-driven solutions, this role is a perfect fit

.
Key Responsibiliti

• esManage the full customer lifecycle: onboarding, training, adoption, and ongoing relationship managemen
• t.Guide clients through product setup and ensure timely technical implementatio
• n.Train users on platform features and optimize product utilization for business outcome
• s.Monitor client health using data insights and proactively address issues or risk factor
• s.Build long-term relationships and become a trusted partner to clients and stakeholder
• s.Identify areas to enhance the customer experience and recommend workflow improvement
• s.Act as the voice of the customer internally and relay product feedback to technical and product team
• s.Collaborate cross-functionally with Sales, Product, Engineering, and Marketing to drive customer success and retentio
• n.Maintain detailed records of account health, activity, and communication in CRM system

s.
What You’ll Br

• ing3–5 years of experience in a customer-facing role (Customer Success, Consulting, or Account Managemen
• t).Strong background in accounting, finance, economics, or business administration – requir
• ed.Proficiency in Microsoft Excel and familiarity with SaaS workflows and metri
• cs.Previous experience onboarding clients and working with SMBs—ideally in tech, SaaS, or financial servic
• es.Excellent interpersonal, communication, and presentation skills with a high degree of professionali
• sm.Strong organizational skills with the ability to manage multiple projects in a fast-paced environme
• nt.Analytical mindset with the ability to translate data into actionable insigh
• ts.Bonus: Experience with upselling, expansion strategies, or working in a startup/scale-up environme

nt.
Why This Role Is Exci

• tingBe part of a rapidly growing, mission-driven fintech company with plans to scale into new verticals and mark
• ets.Work closely with SMB clients in a highly consultative and relationship-focused r
• ole.Help build out customer success playbooks, processes, and eventually a commission struct
• ure.Join a high-ownership culture that values curiosity, grit, and continuous learn