
Our client, an enterprise B2B financial services startup, is seeking Customer Success Managers.
The Role
This is a high-impact, client-facing position focused on helping SMB customers successfully launch and grow on the platform. You will own the onboarding experience end-to-end, coordinate service delivery across internal teams and external partners, and serve as the voice of the customer internally.
You'll work directly with founders, CFOs, and finance leaders across the globe. The goal? Become their most trusted partner.
This role is ideal for an early-career professional with strong fundamentals from a Big 4 accounting or consulting background who thrives in structured environments, takes pride in follow-through, and enjoys building meaningful client relationships.
What You'll Do
Own the full onboarding lifecycle — from welcome call through completion of initial services
Coordinate cross-functional delivery across incorporation, tax, accounting, and transfer pricing teams
Serve as the primary point of contact and trusted advisor to your customers
Create and manage detailed project plans to ensure timely execution
Identify expansion and upsell opportunities in partnership with commercial teams
Develop a deep understanding of each customer's business, goals, and challenges
Qualifications
1–2 years of experience at a Big 4 accounting firm (audit, tax, or consulting) or similar professional services environment
Highly organized and detail-oriented; strong process discipline and follow-through
Excellent verbal and written communication skills
Customer-centric with the ability to build trust quickly
Comfortable working with global clients across time zones and cultures
Excited to join and grow within an early-stage tech company
What Were Looking For
Someone who takes ownership and drives outcomes end-to-end
A relationship builder who connects customers and internal teams seamlessly
A proactive self-starter who thrives in fast-paced environments
Humble, collaborative, and motivated by team success
Nice to have:
Experience in customer success or project management
Experience at a fast-growing tech startup
Familiarity with modern productivity tools (e.g., Slack, GSuite, Linear)
Additional language proficiency
Fee - 15% Guarantee - 90 days

B2center financial services • 1-10 empleados
En JOB TODAY desde marzo, 2026
Our client, an enterprise B2B financial services startup, is seeking Customer Success Managers. The Role This is a high-impact, client-facing position focused on helping SMB customers successfully launch and grow on the platform. You will o
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