Client Success Manager

Job Highlights

Serve as the primary point of contact for clients using the Accounting Module, ensuring their goals are understood and met.
Onboard new clients and provide tailored training and resources to ensure effective adoption of the accounting tools.
Understand clients’ financial processes, accounting workflows, and compliance needs to provide consultative guidance.
Monitor customer health metrics and usage data to proactively address risks and identify upsell or optimization opportunities.
Work with internal teams to resolve client issues and escalate technical concerns when necessary.
Advocate for client needs internally, contributing to product improvements and feature requests based on client feedback.
Lead periodic account reviews and maintain accurate account records in the CRM (e.g., Salesforce, Gainsight).
Support contract renewals and collaborate with Sales on account growth initiatives.

Bachelor’s degree in Human Resources, Business Administration, Accounting, Finance, IT, or a related field. MBA or equivalent is a plus
2+ years in a customer success, account management, or client-facing role—preferably in a SaaS or financial technology environment.
Strong understanding of accounting principles, financial reporting, and general ledger workflows.
Excellent communication, presentation, and interpersonal skills.
Experience managing multiple accounts and stakeholders in a fast-paced environment.
Proficiency with CRM and CSM tools (e.g., Salesforce, HubSpot, Gainsight).
Highly organized with strong project management skills.

Preferred Skills:

Background in accounting or finance (CPA, CFA, or accounting degree is a plus).
Experience supporting accounting software platforms (e.g., QuickBooks, NetSuite, Xero, or ERP systems).
Familiarity with financial compliance standards and regulatory reporting.

Career Level

Mid

Work Location

Makati

Work Setup

1x a month onsite

Job Type

Project-based (3 months – subject for extension)