Customer Success Manager

Formations

Customer Success Manager at a FinTech startup managing a portfolio of self-employed professionals. Advising on tax and financial operations while delivering exceptional customer experience.

Posted 6/23/2026full-timeRemote • Washington • 🇺🇸 United StatesJuniorMid-Level💰 $68,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Own a portfolio of customers throughout their lifecycle
Identify at-risk customers proactively and work toward resolution
Spot and pursue upsell and cross-sell opportunities
Help customers navigate payroll requirements and compliance

Requirements

What you’ll need

2+ years in one or more of the following: tax preparation, payroll administration, bookkeeping, financial operations supporting small businesses
2+ years in Customer Success, Account Management, or a comparable customer-facing role
Experience working directly with customers in an advisory capacity
Comfortable using technology platforms

Benefits

Comp & perks

Full Medical, dental, vision
Generous parental leave
Life insurance
401K plan including employer matching
Equity options for employees
Paid volunteer time of up to 16 hours a year

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax preparationpayroll administrationbookkeepingfinancial operations

Soft Skills

customer successaccount managementadvisory capacityupsellingcross-sellingproactive problem solving