Customer Success Manager
seattle search groupKirkland, WA
$65,000 - $75,000 per year
APPLY (opens in a new tab)Customer Success Manager
seattle search groupKirkland, WASenior L5
$65,000 - $75,000 per year
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelCustomer Service RepresentativesSales and Related Workers, All Other
Custom Computer Programming ServicesOther Accounting ServicesAdministrative Management and General Management Consulting Services
APPLY NOW (opens in a new tab)Job Description: Customer Success Manager (Accounting & Tax Background)
Location: Greater Seattle Area (Hybrid or Remote)
Employment Type: Full-Time
Base Salary: $65,000 - $75,000
About the Opportunity:
Our client is a fast-growing FinTech company seeking a Customer Success Manager with a background in accounting, bookkeeping, tax, payroll, or public accounting. This is an excellent opportunity for someone who enjoys working directly with clients and wants to move beyond traditional back-office accounting while still leveraging their financial expertise. You'll become a trusted advisor to small business owners, helping them understand payroll, bookkeeping, taxes, and financial operations while building strong, long-term client relationships.
What You'll Do:
Manage a portfolio of small business clients, ensuring high customer satisfaction and retention.
Serve as the primary point of contact and trusted advisor for your customers.
Guide clients through payroll, bookkeeping, tax, and business-related questions using your accounting knowledge.
Build strong relationships by providing proactive support and consultative guidance.
Partner closely with internal Accounting, Tax, Payroll, and Operations teams to resolve customer needs.
Help clients understand financial concepts and navigate business processes with confidence.
Maintain accurate customer records and identify opportunities to further support customer success.
What We're Looking For:
- 2+ years of experience in accounting, bookkeeping, tax, payroll, public accounting, or financial operations.
- Experience working directly with clients, customers, or business owners is highly preferred.
- Strong understanding of accounting terminology and financial concepts.
- Excellent communication and relationship-building skills.
- Customer-focused, consultative, and proactive approach.
- Comfortable learning new technology and working in a fast-paced environment.
- Ideal Backgrounds
- We'd love to hear from professionals such as:
Bookkeepers
Staff or Senior Accountants
Tax Associates or Tax Accountants
Payroll Specialists
Public Accounting professionals
Accounting contractors or consultants looking for a more relationship-driven role
Financial professionals who enjoy educating and advising clients
Why Consider This Opportunity?
If you're looking to combine your accounting or tax expertise with a rewarding, client-facing career, this role offers the best of both worlds. You'll continue using your financial knowledge while helping small business owners succeed in a collaborative, technology-driven environment.
Matching similar jobs
Level
Senior L5
Salary
$65,000 - $75,000 per year
Location
Kirkland, WA
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Custom Computer Programming Services
Posted
yesterday