Customer Success Manager
$65kSeattle Search Group
Job Description: Customer Success Manager Location: Greater Seattle Area (Hybrid or Remote)
Employment Type: Full-Time Base salary: $65K About the Opportunity 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. What You'll Do
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.
Employment Type: Full-Time Base salary: $65K About the Opportunity 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. What You'll Do
- 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.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Customer Success Manager in Kirkland, WA vacancy
- ...Customer Success Manager We're looking for a Customer Success Manager to partner with recruiting leaders, talent acquisition teams, and hiring organizations as they transform their hiring processes using Humanly. This role sits within our Customer Success team and...SuggestedFlexible hours
Humanly
Bellevue, WA3 days ago $104k - $143k
...talk.Position Description:The ideal Auth0 Trust Incident Manager is an independent “problem identifier and solver” who is driven by going the distance to make Auth0 by Okta’s customers and support teams successful. As this is a high visibility role with both Auth0 and...SuggestedWork at officeLocal areaWorldwideMonday to FridayFlexible hoursWeekend workOkta, Inc.
Bellevue, WA1 day ago$135k - $172.5k
Principal Customer Success Manager, Enterprise For over 20 years, Smartsheet has helped people and teams achieve-well, anything. From seamless work management to smart, scalable solutions, we’ve always worked with flow. We’re building tools that empower teams to automate...SuggestedFull timeTemporary workLocal areaRemote work- ...coverage recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced... ...with an interest in finance, education, or social impact ◾Experience in leadership, customer service, or peer mentoring is a plus...SuggestedFull time
Globe Life: Moore Organizations
Bellevue, WA3 days ago - All Ways Caring HomeCare is seeking a Client Care Manager in Kirkland, WA. This role involves managing quality care and ensuring overall client satisfaction. Responsibilities include supervising caregivers, managing employee scheduling, and maintaining strong relationships...SuggestedHourly payDaily paid
- Job Title 13-15+ years of experience in IT services, account management, client relationship management roles Must travel 10-20% Bachelor's degree in IT, Business Administration, or a related field (Master's degree preferred).
ClifyX
Bellevue, WA1 day ago - ...to develop profitable business from our managed accounts, has overall accountability achieving... .... Provide escalation point for the customer and work with Managers from other... ...relationships with senior executives. History of successful sales of technology services deals...Full timeLocal areaFlexible hours
Capgemini
Bellevue, WA1 day ago $68k - $75k
...Seattle-based startup reimagining financial management for self-employed professionals. We... ...management, and financial planning — so our customers can focus on the work they love, not the... ...too. About the Role As a Customer Success Manager at Formations, you own your book...Remote job16 hoursFull timeSelf employmentImmediate startFlexible hours$10k
...big game, but for communication. Whether it's a sales pitch, manager feedback session, or media interview, Yoodli provides private... ...headquartered at the beautiful Pier 70 in Seattle. What you'll do As Customer Success Manager - Renewals, you'll own the end-to-end renewal motion...Contract workWork at officeRemote workFlexible hours3 days per week$116k - $174k
...Success Insights Manager Job Duties and Responsibilities AI-Driven Automated & Insights Deck Creation Automate the creation of presentation decks... ...AI prompting models to generate proactive and personalized customer narratives. Drive the strategic shift from traditional rule...Local areaShift workDormont Manufacturing Company
Bellevue, WA1 day ago$129k - $205k
...Customer Experience Manager Your role: Leading end-to-end consumer research and insights initiatives, developing project plans, test strategies, and success criteria that align with business objectives. Using qualitative and quantitative research to generate data...Full timeWork at officeImmediate startWork visaRelocation package3 days per week- Acura of Bellevue is seeking a friendly Receptionist to welcome visitors, answer phones, and keep the front desk organized. You will support service and sales teams with scheduling, data entry, and basic administrative tasks. This role requires strong communication, multitasking...Work at officeTrial period
$26.5 per hour
BENCHMARK in Bellevue is seeking a Front Desk Associate to deliver exceptional customer service and manage guest check-ins. You'll contribute significantly to ensuring guest satisfaction and uphold high service standards. The ideal candidate should be flexible, possess...Hourly payFlexible hours$25 per hour
...InterContinental Seattle Bellevue. This role involves welcoming guests, managing desk operations, and ensuring exceptional service. Ideal... ...exhibit strong communication and an engaging personality. Successfully managing check-ins while providing assistance and promoting hotel...Hourly pay- ...includes responsibilities like check-in, answering questions, and collaborating with hotel departments. The ideal candidate will have customer service experience, strong communication skills, and the ability to handle a fast-paced environment. Benefits include group...Daily paid
$85k - $110k
...Our solution allows users to seamlessly manage every aspect of the business in a comprehensive... ...costs, while simultaneously improving customer retention and spending. Our platform is... ...visit: Role Overview As a Customer Success Lead at Zenoti, you will play a critical...Local area$200k
...consist of the following key responsibilities: Management, Tracking, Reporting and Communication with NA Customers (OEM's & large Tier-I's) Experience & Playbook... ...OEM expectations to best support effective and successful PMRs, PRAs, IRRs, and other contractual/...Local areaDirect Energie
Bellevue, WA3 days ago$102.8k - $154k
.... Responsible for following consistent and repeatable project management standardized procedures and processes, and achieving financial... ...contractors. Secures new work and change orders from the existing customer base. Provides mechanical project estimating and estimating...Contract workFor subcontractorLocal areaJohnson Controls
Bothell, WA29 days ago$120.9k - $217.65k
...promotional planning, the team helps to elevate product awareness, strengthen brand affinity, and drive sales performance. The Customer Marketing Manager will be responsible for the development, management, and execution of marketing strategies and programs with retailers to...Nintendo
Redmond, WA4 days ago- ...Client Manager At Gallagher Benefit Services, you're a trusted partner to organizations... ...a seamless renewal process. We measure success based on retention and our renewal... ...by its managers, employees, vendors or customers based on race, color, religion, creed, gender...Live outWork at officeLocal areaFlexible hours
Arthur J. Gallagher & Co.
Bellevue, WA3 days ago $20 per hour
...Washington, to create memorable experiences for members and guests at the aquatics facilities. Responsibilities include maintaining high customer service standards, assisting with appointments, and enforcing club policies. The ideal candidate should have at least a year of...Hourly pay$138k - $189k
...you are too, let’s talk. About this role Okta is seeking a Customer Marketing Manager to own our Customer Advisory Boards (CABs). This person... ...proven experience in customer marketing, a track record of successfully managing advisory boards, and the maturity to seamlessly...Local areaWorldwideFlexible hoursOkta, Inc.
Bellevue, WA1 day ago- ...The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently m Manager, Client Service...
Arthur J. Gallagher & Co.
Bellevue, WA8 hours ago $160k - $175k
...lighting, to data networks, and energy management. With over 115 years of history, Leviton... ...solutions that help make its customers' lives easier, safer, more efficient, and... ...center cabling architecture, as well as successful experience selling into a major data center...For contractorsLocal areaImmediate startLeviton
Bothell, WA1 day ago$17.7 - $25.57 per hour
...invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. Conduct administrative functions...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursBanfield
Bellevue, WA3 days ago- ...Client Services Coordinator At Pacific Asset Advisors, our mission is simple: to put people first. For more than 28 years, we've managed and cared for commercial retail properties throughout the Pacific Northwest, building strong relationships along the way. We take...Full timeWork at office
Pacific Asset Advisors Inc
Bellevue, WA1 day ago $132.5k - $302.4k
...Einstein, and Bolt to build stronger, better relationships with customers. And we are always learning. We're building the most... ...spades, and you have the top-shelf communication, people, and management abilities to bring out the best in team members. Working in an...Work experience placementLive inWork at officeLocal areaAccenture
Kirkland, WA14 hours ago$180k - $220k
...across shared services, finance, IT, HR, customer service, and industry-specific... ...leadership, and executive relationship management, this leader shapes how capabilities are... ...producing salesperson with demonstrated success achieving and exceeding annual sales quotas...Work at office$85k - $100k
...FusionTek is a Managed Service Provider established in 2007, with offices located in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. Our innovative team is passionate about IT infrastructure management for small- to mid-sized businesses. As we continue to...Contract workWork at officeImmediate startRemote workDormont Manufacturing Company
Kirkland, WA14 hours ago$125k - $225k
...days a week. About Esper Esper revolutionizes device management by redefining what it should be: a driver of business growth.... ...removing friction, identifying the next division, and connecting the customer's operational reality to Esper's product surface. The ideal...Contract workWork at officeImmediate startRemote workNight shift2 days per week3 days per weekEsper.io, Inc.
Bellevue, WA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Success Manager. Be the first to apply!
Related searches
- customer project program manager Kirkland, WA
- work from home customer Kirkland, WA
- customer satisfaction Kirkland, WA
- customer engineer Kirkland, WA
- customer Kirkland, WA
- customer marketing Kirkland, WA
- customer retention Kirkland, WA
- manager customer success team Kirkland, WA
- customer success associate Kirkland, WA
- senior customer success engineer Kirkland, WA