Customer Success Manager

Job Description

Job Description

Customer Success Manager (Accounting & Tax Background)

Location: Greater Seattle Area (Hybrid or Remote)
Employment Type: Full-Time
Base Salary: $65,000 - $75,000

About the Opportunity

Our client is a fast-growing FinTech company seeking a Customer Success Manager with a background in accounting, bookkeeping, tax, payroll, or public accounting.

This is an excellent opportunity for someone who enjoys working directly with clients and wants to move beyond traditional back-office accounting while still leveraging their financial expertise. You'll become a trusted advisor to small business owners, helping them understand payroll, bookkeeping, taxes, and financial operations while building strong, long-term client relationships.

What You'll Do

• Manage a portfolio of small business clients, ensuring high customer satisfaction and retention.
• Serve as the primary point of contact and trusted advisor for your customers.
• Guide clients through payroll, bookkeeping, tax, and business-related questions using your accounting knowledge.
• Build strong relationships by providing proactive support and consultative guidance.
• Partner closely with internal Accounting, Tax, Payroll, and Operations teams to resolve customer needs.
• Help clients understand financial concepts and navigate business processes with confidence.
• Maintain accurate customer records and identify opportunities to further support customer success.

What We're Looking For

• 2+ years of experience in accounting, bookkeeping, tax, payroll, public accounting, or financial operations.
• Experience working directly with clients, customers, or business owners is highly preferred.
• Strong understanding of accounting terminology and financial concepts.
• Excellent communication and relationship-building skills.
• Customer-focused, consultative, and proactive approach.
• Comfortable learning new technology and working in a fast-paced environment.

Ideal Backgrounds

We'd love to hear from professionals such as:

• Bookkeepers
• Staff or Senior Accountants
• Tax Associates or Tax Accountants
• Payroll Specialists
• Public Accounting professionals
• Accounting contractors or consultants looking for a more relationship-driven role
• Financial professionals who enjoy educating and advising clients

Why Consider This Opportunity?

If you're looking to combine your accounting or tax expertise with a rewarding, client-facing career, this role offers the best of both worlds. You'll continue using your financial knowledge while helping small business owners succeed in a collaborative, technology-driven environment.