Customer Success Manager, SMB

About this role

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 C...