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Puzzle 🧩🚀

Customer Success Manager

Puzzle 🧩🚀

. Guide new customers through onboarding and implementation, ensuring a smooth transition onto the Puzzle platform .

Posted 3/11/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
customer successaccount managementB2B SaaSonboardingworkflow setupaccounting conceptsfinancial workflows
Soft Skills
strong communication skillsrelationship buildingproactive self-starterownership mindsetattention to detail