# Customer Success Manager

> Raydar · United States (Remote) · Full-time · Posted 2026-10-29

**Salary:** USD 90,000–120,000

**Workplace:** remote

## Description

About the company

Our client is a financial technology company.

The role

Raydar is recruiting for this role on behalf of our client. Guide customers from onboarding through renewal and expansion, combining hands-on training, account check-ins and customer education. The role also involves documenting repeatable engagement processes and working with sales colleagues to protect renewals.

What you'll do

\- Run onboarding calls, complete setup steps and train new customers on the platform so they reach value quickly.

\- Host working sessions, check-ins, team training and quarterly business reviews to drive adoption of core and advanced features.

\- Work with sales colleagues to spot risks to renewal early.

\- Track and work toward renewal and retention targets from first renewal onward.

\- Reach out to existing accounts, answer support inquiries promptly and surface expansion opportunities that grow recurring revenue.

\- Produce customer education content such as video overviews and user guides.

\- Write playbooks and templates for customer engagement at key milestones, and recommend process improvements that reduce friction.

## Requirements

What we're looking for

\- Experience in bookkeeping or accounting, or at a SaaS or fintech company that serves bookkeepers and accountants.

\- Prior work interacting directly with clients or buyers in some capacity.

\- Working knowledge of accounting fundamentals and bookkeeping workflows such as month-end close, reconciliation, and accounts payable and receivable.

\- Ideally, experience training users on a product as a customer success manager at a B2B SaaS company in accounting or bookkeeping.

\- Consistently strong results on retention, revenue and satisfaction metrics.

\- A personable, positive and thoughtful approach to working with people.

\- Ability to explain complex topics clearly and patiently.

\- Familiarity with, and interest in, AI tools that automate workflows.

Bonus points

\- Background in launching new users on software and lifting how widely a product gets used.

\- Degree in finance or accounting.

\- Previous responsibility for retention in a prior role.

## Benefits

Compensation and benefits

\- Salary: $90K - $120K

\- Equity

\- Health, dental and vision coverage

\- Flexible time off

\- Retirement plan

Location and work model

\- Remote (US or Canada)

\- Full-time

## Apply

[Apply at Raydar](https://apply.workable.com/raydar/j/4169FBFECC/apply)

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