Customer Success Manager

The role

You will support US accounting firms and businesses as they build remote finance teams. You will own client relationships from onboarding through long-term growth to drive satisfaction and clarity.

What you will do

• Lead onboarding calls and walk new clients through how working with CAS works
• Coordinate setup between clients, placement team, and newly placed team members
• Flag early risks that could slow a client's success and escalate them quickly
• Check in proactively, answer questions promptly, and spot gaps
• Run regular reviews, trainings, and Q&A sessions over video calls
• Create simple guides, templates, and email sequences
• Identify opportunities to expand each client's team
• Gather client feedback and share it with leadership
• Document best practices and reusable engagement templates
• Improve internal workflows and support team projects

Required qualifications

• 2 to 3 years in a customer-facing role such as customer success, account management, or client services
• Clear written and spoken English
• Strong attention to detail
• Client-first mindset
• Interest in process improvement, documentation, and operational efficiency
• Familiarity with tools like Slack, Notion, HubSpot, or Salesforce
• Organized, responsive, and able to manage multiple clients

Nice to have

• Accounting or finance exposure, or genuine curiosity about the space
• Experience creating training content such as guides, videos, or email sequences

Benefits

• Permanent remote work
• Full company equipment provided (laptop, monitor, accessories)
• 15 days PTO annually plus local holidays off
• Guaranteed annual increases
• Referral rewards up to $1,000
• Monthly flexible stipend (CAS Flex Perks)
• Structured onboarding and support

Before you apply

• Full-time exclusivity is required: candidates must not hold other part-time or freelance engagements once hired
• Conflict-of-interest checks may apply

About the company

CAS supports growing US accounting firms and businesses as they build remote finance teams. They invest in professionals who want to build a real career serving US clients.