Customer Success Manager

Job Description

Job Description

Location: Greater Seattle Area (Hybrid or Remote)
Employment Type: Full-Time

Base salary: $65K

Our client is a rapidly growing FinTech company seeking a proactive, customer-focused Customer Success Manager to manage a portfolio of small business clients.

This is an opportunity to become a trusted advisor to entrepreneurs, helping them navigate payroll, bookkeeping, taxes, and business operations while building long-term customer relationships. The ideal candidate enjoys solving problems, providing consultative guidance, and working in a fast-paced, collaborative environment.

• Manage a portfolio of customers with a focus on retention, satisfaction, and long-term success
• Serve as the primary point of contact and trusted advisor after onboarding
• Proactively identify customer needs and resolve issues before they escalate
• Conduct regular business reviews and strategic check-ins
• Guide customers on topics including payroll, bookkeeping, estimated taxes, and business compliance
• Partner with internal teams including accounting, payroll, tax, and operations to deliver an exceptional customer experience
• Maintain accurate customer records and account activity within the CRM
• Identify opportunities to expand customer relationships through additional services

• 2+ years of experience in one or more of the following:
  • Customer Success
  • Account Management
  • Client Services
  • Project Management
• 2+ years of experience in tax, bookkeeping, accounting, payroll, or financial operations
• Experience working directly with customers in a consultative or advisory capacity
• Strong communication and relationship-building skills
• Excellent organizational and time management abilities
• Comfortable learning new technology and working with CRM systems
• Ability to simplify complex financial concepts for customers

• Knowledge of small business accounting, payroll, bookkeeping, or tax concepts
• Experience supporting S Corporations or self-employed business owners
• Familiarity with platforms such as HubSpot, QuickBooks Online, Xero, Gusto, or similar applications
• Experience in a startup, fintech, accounting, payroll, or financial services environment is a plus

• Customer-first mindset
• Strong attention to detail
• Proactive problem solver
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative team player who enjoys building lasting client relationships

If you're passionate about helping small businesses succeed and enjoy combining financial knowledge with exceptional customer service, we'd love to hear from you.

To be considered, please submit your resume through Seattle Search Group.