Matched
Customer Success Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Customer Success Manager
Customer Success Manager – Accountancy SaaS
Overview
Location: Home-based Sector: FinTech (Financial SaaS) Company: Leading high-growth financial software company with over 10,000 customers, industry awards, and a reputation for excellence. Opportunity for long-term career growth in a remote-first, culture-driven environment.
About the Role
We’re looking for a Customer Success Manager to help clients maximise value from our financial software suite. Your focus will be on onsite onboarding, training, consultancy, and prolonged support—primarily delivered remotely, with occasional in-person engagements (e.g., industry events).
Ideal candidates love engaging with customers and enjoy training, troubleshooting, and building enduring client relationships. We’re seeking a tech-savvy professional with a mix of customer service, software expertise, and consultative skills, preferably in accountancy, finance, SQL or database domains.
Key Responsibilities
- Collaborate with Sales & Professional Services to design and deliver customer training, workshops, and consultative sessions.
- Present advanced product features and benefits to customers of all levels, ensuring understanding and adoption.
- Remote consultation & support—including webinars, scripted demos, and one-on-one sessions.
- Troubleshoot technical issues and provide real-world solutions during live sessions.
- Articulate internal product knowledge to the sales team for seamless handover.
- Track customer satisfaction and identify opportunities for improvement at ongboarding and post-sale stages.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements & Experience
Essential Soft Skills
- Proven track record in onsite onboarding, customer success, sales support, or training (presales, customer experience).
- Strong ability to communicate complex concepts—grasp technical requirements and simplify solutions for non-technical clients.
- Experience in ** remote no-interpersonal training, workshops, or presentations to diverse audiences.
- Confidence in delivering continuous support and troubleshooting.
- Adaptability to a fully remote and fast-growing company culture.
Technical & Financial Sector Knowledge
- Experience with financial software (e.g., accountancy, tax tools, bookkeeping suites, SQL databases, writing/running scripts in Excel or relational databases).
- Competency in Excel (intermediate-advanced) and understanding of data logic.
- Familiarity with industry events or client engagements (bonus if you have prior involvement in finance or tech conferences).
- Ideally, an accountancy or finance qualification (though professional experience may suffice).
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Competencies
- Customer Success Software or SaaS: Ability to up-sell, fix operational gappingness, and maintain long-term engagement.
- Sales Alignment: Contribute product insights back to the sales team to streamline recommendations.
- David unterstützt maximieren intensiver kunden (Key words to illustrate optimisation, retention, and consultative mindset).
Benefits & Perks
✅ Flexible work from home model ✅ Remote-first culture with focus on work-life balance and career progression ✅ Training & mentorship for upskilling in specialised areas ✅ Feeling part of a mission—supporting 10,000+ businesses in their financial journeys ✅ Scale with the company—expect well-defined milestones and regular promotions
Apply now if you’re a passionate, proactive problem-solver who thrives in customer-facing roles blending tech, training, and strategy. This isn’t just a job—it’s the start of a long-term partnership with your next professional community
Key Takeaway:
"You get what you pay attention to— focus on driving user success and embodying professionalism that aligns both business goals and day-to-day people needs."
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location