Customer Success Manager

About the company Our client is a financial technology company. The role Raydar is recruiting for this role on behalf of our client. Guide customers from onboarding through renewal and expansion, combining hands-on training, account check-ins and customer education. The role also involves documenting repeatable engagement processes and working with sales colleagues to protect renewals. What you'll do - Run onboarding calls, complete setup steps and train new customers on the platform so they reach value quickly. - Host working sessions, check-ins, team training and quarterly business reviews to drive adoption of core and advanced features. - Work with sales colleagues to spot risks to renewal early. - Track and work toward renewal and retention targets from first renewal onward. - Reach out to existing accounts, answer support inquiries promptly and surface expansion opportunities that grow recurring revenue. - Produce customer education content such as video overviews and user guides. - Write playbooks and templates for customer engagement at key milestones, and recommend process improvements that reduce friction. Requirements What we're looking for - Experience in bookkeeping or accounting, or at a SaaS or fintech company that serves bookkeepers and accountants. - Prior work interacting directly with clients or buyers in some capacity. - Working knowledge of accounting fundamentals and bookkeeping workflows such as month-end close, reconciliation, and accounts payable and receivable. - Ideally, experience training users on a product as a customer success manager at a B2B SaaS company in accounting or bookkeeping. - Consistently strong results on retention, revenue and satisfaction metrics. - A personable, positive and thoughtful approach to working with people. - Ability to explain complex topics clearly and patiently. - Familiarity with, and interest in, AI tools that automate workflows. Bonus points - Background in launching new users on software and lifting how widely a product gets used. - Degree in finance or accounting. - Previous responsibility for retention in a prior role. Benefits Compensation and benefits - Salary: $90K - $120K - Equity - Health, dental and vision coverage - Flexible time off - Retirement plan Location and work model - Remote (US or Canada) - Full-time