Customer Success Associate

As a Customer Success Associate, you'll run the scaled side of our CS motion: monitoring customer health across our book, driving adoption of new products, and building the content and AI-powered systems that let a small team deliver a great experience to every customer. This is the entry point into our Customer Success team, built for someone early in their career who wants hands-on experience in SaaS customer success while building deep expertise in accounting and finance workflows. You'll work alongside Customer Success Managers who own strategic accounts, with a clear path to Customer Success Manager within 12-18 months.

Responsibilities

Run the scaled CS motion with agents at your side; Monitor customer health at machine scale; Power the QBR motion; Teach the AI, then let it scale you; Drive feature adoption; Close the product feedback loop

Requirements

Accounting Foundation: 2-5 years of accounting experience with real fluency in the monthly close and reconciliations; Customer-Centric Mindset: You genuinely care about customers succeeding and get satisfaction from proactive saves, not just reactive fixes; Strong Communication & Problem-Solving: You explain complex accounting concepts clearly in writing and on calls, and you break down fuzzy signals into concrete diagnoses; Technical & Detail-Oriented: You learn software fast, love working with usage data, and are excited to build with AI tools rather than around them; Bias for Action & Collaboration: You operate with urgency, take initiative on what you can own, and know when to pull in a CSM

Nice to have

Prior customer success, support, or enablement experience at a B2B SaaS company; Experience with accounting software like NetSuite, QuickBooks, or Xero; CPA certification or actively pursuing; Experience building content, running webinars, or managing digital customer programs

Benefits

Flexibility to manage your schedule