Customer Success Manager

1 week, 2 days ago
Full-time
Mid Level
Customer and Technical Support
Raydar

Raydar

Raydar is a company that provides high-impact and results-driven services in partnership with clients like Metawork. Their team's enthusiasm and dedication set them apart, delivering tangible results and fostering long-term partnerships.

Professional Services

Description

  • Run customer onboarding calls, complete setup steps, and train new users on the platform.
  • Lead working sessions, account check-ins, team training, and quarterly business reviews.
  • Drive adoption of core and advanced product features.
  • Partner with sales colleagues to identify and mitigate renewal risks.
  • Track renewal and retention targets from customers’ first renewal onward.
  • Respond promptly to support inquiries and identify account expansion opportunities.
  • Create customer education materials, including video overviews and user guides.
  • Develop engagement playbooks and templates for key customer milestones.
  • Recommend process improvements that reduce friction in the customer journey.

Requirements

  • Experience in bookkeeping or accounting, or at a SaaS or fintech company serving bookkeepers and accountants.
  • Experience interacting directly with clients or buyers.
  • Working knowledge of accounting fundamentals and workflows, including month-end close, reconciliation, accounts payable, and accounts receivable.
  • Experience training users on a product in a B2B SaaS customer success role within accounting or bookkeeping (preferred).
  • Demonstrated strong performance against retention, revenue, and customer satisfaction metrics.
  • Ability to explain complex topics clearly and patiently.
  • A personable, positive, and thoughtful approach to customer relationships.
  • Familiarity with and interest in AI tools that automate workflows.
  • Experience launching users on software and increasing product adoption (preferred).
  • Degree in finance or accounting, or prior responsibility for retention (preferred).

Benefits

  • Salary of $90,000–$120,000.
  • Equity.
  • Health, dental, and vision coverage.
  • Flexible time off.
  • Retirement plan.
  • Remote work within the US or Canada.
  • Full-time role.

Interested in this position?

Apply directly on the company website

Apply Now

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