Customer Success Manager - Accounting - Remote

GD ResourcesSan Francisco, CA

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Benefits

Career Development

Job Description

Salary, bonus (10k), equity

NO visa sponsorship

There is a strong preference for candidates in the Pacific time zone, though candidates on the East Coast are also considered.

2+ years customer-facing experience in SaaS/software companies
Customer Success Manager or Onboarding Specialist title preferred
Startup experience strongly preferred for handling chaos/ambiguity

💰 Selling points

Backed by Y Combinator - $12M funding from top investors
Genuine product love - customers really love what they've built
Growth opportunities - Promoted 2 people last year
Great work-life balance - fully remote

Our client, a B2B fintech software startup, is seeking Implementation Specialists.

They are looking for an Implementation Specialist with 2–3 years of experience in a customer-facing SaaS role. This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90–100 days on the platform.

The ideal candidate is proactive, coachable, and thrives in a structured individual contributor role. You will serve as the primary point of contact for new customers, ensuring they are fully onboarded and positioned for long-term success.

What You'll Do

Conduct onboarding and training calls to help new customers quickly realize product value
- Initial onboarding call (1 hour via Zoom) focused on setup and foundational training
- Follow-up sync calls (15–45 minutes) covering advanced setup, feature training, team enablement, and product updates
Manage the full implementation lifecycle for a portfolio of SMB bookkeeping or accounting firms (typically serving 10–50 clients monthly) during their first 90–100 days
Serve as the primary point of contact during onboarding, driving strong engagement and high renewal rates
Capture customer feedback and feature requests to inform product improvements and internal process enhancements

What Were Looking For

2–3 years of experience in a customer-facing SaaS role (Customer Success, Onboarding, or similar)
Experience working with accounting or bookkeeping clients preferred
Prior onboarding or training experience with SMB customers
Experience at an early-stage startup is a plus
Familiarity with bookkeeping/accounting software (e.g., QuickBooks, Xero) is a strong plus
Highly coachable and open to feedback
Excellent communication and customer-facing skills

This is an opportunity for a detail-oriented, customer-focused professional to play a key role in onboarding and retaining SMB clients at a growing fintech startup.

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FAQs About Customer Success Manager - Accounting - Remote Jobs at GD Resources

What is the work location for this position at GD Resources?

This job at GD Resources is located in San Francisco, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at GD Resources?

Employer has not shared pay details for this role.

What employment applies to this position at GD Resources?

GD Resources lists this role as a Full-time position.

What experience level is required for this role at GD Resources?

GD Resources is looking for a candidate with "Senior-level" experience level.

Does GD Resources allow remote work for this role?

Yes, this position at GD Resources supports remote work, giving candidates the flexibility to work outside the primary office location.

What is the process to apply for this position at GD Resources?

You can apply for this role at GD Resources either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.