Customer Success Manager - Accounting - Remote Job at GD Resources, San Francisco, CA

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  • GD Resources
  • San Francisco, CA

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.

Job Tags

Remote job, Full time

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