Customer Success Manager

About the Role

This outsourcing organization specializes in matching accounting firms with top-tier international professionals from regions like Latin America, the Philippines, and South Africa. By simplifying the recruitment of tax experts, bookkeepers, and accountants, the business helps its clients reduce expenses without compromising on quality. In this Customer Success Manager position, you act as the primary liaison, overseeing the successful integration of remote talent into client operations. You will thrive in a remote-first, fast-paced setting that prioritizes efficiency and proactive service. We are looking for an organized, detail-focused professional who can manage multiple client relationships while maintaining a service-oriented approach to support the expansion of our partners and the firm.

Requirements

• You should possess two to three years of professional experience within a client services, account management, or customer success capacity.
• You must have excellent verbal and written communication skills in English and the capability to articulate complex ideas clearly.
• You are expected to be proficient with software tools such as HubSpot, Notion, Salesforce, or Slack.
• You should have a genuine interest in process optimization and the creation of documentation.
• You must be available for a full-time, exclusive role and be prepared to work during U.S. time zones from a remote home office.
• You will be required to undergo character and background screenings, obtain necessary regional employment clearances, and ensure your LinkedIn profile remains updated with your current position.

Responsibilities

• You will facilitate initial client onboarding sessions and instruct them on our operational procedures.
• You will manage the coordination between our placement staff, the client, and new hires, proactively identifying and mitigating potential issues.
• You will host video meetings for regular check-ins, educational sessions, and Q&A to maintain high levels of client contentment.
• You will draft and manage helpful resources, including email templates, guides, and procedural documents to optimize the client experience.
• You will recognize prospects for scaling client teams, capture feedback for management, standardize best practices, and participate in internal initiatives to refine our operational workflows.

Benefits & Perks

• Permanent remote work flexibility is provided along with a complete equipment set, featuring a laptop, monitor, and peripherals.
• You will earn 15 days of annual paid time off plus local public holidays.
• The compensation package includes regular annual pay raises and a monthly allowance called CAS Flex Perks.
• Referral bonuses of up to $1,000 are available.
• You will benefit from a collaborative environment, continuous professional support, and a structured introduction to the team.