Customer Success Manager strengthening client relationships for Arago, a consulting group in digital transformation. Managing contracts, client escalations, and ensuring satisfaction with services.
About the role
- Partner Growth & Success Manager at a fintech startup redefining small business financial operations through AI-driven solutions. Focused on partner success and scalable growth with accounting firms.
Responsibilities
- Develop and own the complete partner success playbook for accounting firms—from onboarding to activation to expansion.
- Guide partners as they redesign their workflows to become AI-native, serving as both strategist and product expert.
- Work cross-functionally across CX, Sales, Partnerships, Product, and Engineering to deliver a world-class partner experience.
- Support partners through trial, activation, workflow adoption, and long-term expansion.
- Serve as the voice of the accountant—turning partner insights into clear, structured feedback for internal teams.
- Track and optimize key metrics such as activation rates, engagement, expansion velocity, and pipeline growth.
- Help build the GTM function from 0→1, with opportunities to mentor, hire, and shape future partner success teams.
Requirements
- 3–8+ years of experience managing relationships, building processes, or growing accounts in a fast-paced environment
- Background in accounting or finance (CPA or Accounting degree preferred)
- Experience in SaaS or high-growth startups; comfortable taking ownership and operating autonomously
- Strong communication and presentation skills, especially with technical or analytical audiences
- Ability to thrive in ambiguity and contribute to building a scalable GTM foundation
- Bonus: Experience as a founder, self-employed professional, or working closely with accounting firms.
Benefits
- Competitive salary + commission plan with benefits and early-stage equity
- Hybrid role with a Toronto office (4 days/week on-site)
- Collaboration trips to San Francisco
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