Technical Success Manager responsible for troubleshooting and optimizing platform usage for APAC clients. Collaborating with internal teams and providing consultative guidance in a client - facing role.
About the role
- Customer Success Manager driving product adoption and measurable outcomes for finance teams using AI technology. Managing relationships, providing insights, and ensuring long-term success.
Responsibilities
- Drive product adoption and measurable outcomes through onboarding, training, and best practices
- Serve as a trusted advisor to finance leaders and day-to-day users
- Manage a portfolio of accounts and build strong, long-term relationships
- Lead check-ins, business reviews, and strategic conversations
- Identify churn risks early and proactively improve retention
- Troubleshoot product, workflow, and data issues and coordinate resolutions
- Respond to customer inquiries via Intercom and other channels
- Advocate for customers internally and influence product improvements
- Partner cross-functionally with Product, Engineering, and Implementation teams to solve complex customer challenges
- Continuously refine onboarding and customer journey processes as we scale
Requirements
- Bachelor’s degree or equivalent experience
- 2+ years in Customer Success, Account Management, Consulting, or other customer-facing roles
- SaaS experience required; fintech, accounting, or Office of the CFO experience strongly preferred
- Experience onboarding or implementing software solutions
- Comfortable learning and explaining technical products, workflows, and integrations
- Ability to understand how AI/automation systems work and translate capabilities into business value
- Experience working with APIs, integrations, or ERP/accounting systems (NetSuite, Coupa, etc.) is a plus
- Able to partner effectively with Engineering/Product and communicate technical issues clearly
- Data-savvy and comfortable using metrics, dashboards, and reporting to guide decisions
- Excellent relationship-building and communication skills
- Strong problem-solver who stays calm and proactive under pressure
- Comfortable leading client meetings, trainings, and executive conversations
- Organized, detail-oriented, and able to manage multiple accounts simultaneously
- Familiarity with tools like Gainsight, HubSpot, Jira, Intercom, and G-Suite preferred
Benefits
- Competitive salary + equity
- 401(k) with match
- Health, dental, and vision (100% covered plans available for employees and families)
- Monthly wellness stipend
- Generous parental leave
- Remote-first flexibility + home office stipend
- Team events, retreats, and great swag
- Generous PTO and a travel-friendly culture
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Junior Customer Success Officer assisting self - employed individuals with tax questions and support via multiple communication channels. Collaborating with teams to enhance user experience in a startup environment.
Junior Customer Success Officer supporting self - employed users with tax inquiries and product improvements. Engaging in community support, strategy development, and user satisfaction initiatives.
Customer Success Manager engaging with enterprise finance leaders, leveraging AI insights for business value at Sidetrade. Fostering relationships and managing a portfolio of enterprise customers.
Partner Success Manager guiding partners in leveraging Orgvue for transformation projects. Collaborating with internal teams to enhance partner capabilities and project delivery.
Customer Satisfaction Representative enhancing customer experience at Driveway. Acting as liaison between customers and dealerships, with a focus on customer satisfaction improvement processes.
Senior Privacy and Data Protection Engineer at Medtronic focusing on cybersecurity and data privacy for medical devices and infrastructure. Lead the development and monitoring of compliance solutions across teams.
Customer Success Manager driving strategic growth and retention in SaaS company focused on workplace health and sustainability solutions. Building executive - level partnerships and managing key accounts in Sweden.
Senior Customer Success Manager managing strategic customer portfolios for EcoOnline's platform in a hybrid working model. Focused on retention, adoption, and value creation with strategic customers.
Customer Success Manager focusing on consultative discovery and high - touch management for a B2B SaaS. Collaborating across teams to enhance customer journeys and satisfaction.