Customer Success Manager
Puzzle 🧩🚀
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $80,000 - $100,000 per year
About the role
- Guide new customers through onboarding and implementation, ensuring a smooth transition onto the Puzzle platform
- Deliver product training via video calls, demos, and written resources
- Build strong relationships with founders, operators, and finance leaders
- Answer product questions, troubleshoot workflow challenges, and ensure customers are getting value from Puzzle
- Monitor customer health and engagement to proactively address issues and improve adoption
- Work closely with Product, Engineering, and Support teams to escalate issues and advocate for customer needs
Requirements
- 3+ years of experience in Customer Success, Account Management, or a similar customer-facing role in B2B SaaS
- Understanding of accounting concepts and financial workflows
- Strong communication skills with the ability to explain complex concepts in simple terms
- Comfortable guiding customers through software onboarding and workflow setup
- Proactive self-starter with an ownership mindset, and high attention to detail in a fast-moving environment.
- Familiarity with accounting tools such as QuickBooks, Xero, NetSuite, or similar platforms
Benefits
- 100% paid employee health, dental, and vision plans
- 10 observed holidays and a flexible PTO policy so you can recharge
- $1000 home office budget to get you set up for success
- $2400 co-working budget for face time with your colleagues
- $600 learning and development budget
- 401K so you can save for your future
- And much more
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer successaccount managementB2B SaaSonboardingworkflow setupaccounting conceptsfinancial workflows
Soft Skills
strong communication skillsrelationship buildingproactive self-starterownership mindsetattention to detail