Customer Success Manager

🕒 May 15

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Puzzle 🧩🚀

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Puzzle 🧩🚀 is a modern accounting platform designed for the AI era, providing smart accounting solutions for startups, founders, and accounting firms. It offers real-time financial insights, automatic bookkeeping, and tax compliance tools, all integrated with popular financial technologies like Stripe and Brex. Puzzle automates repetitive accounting tasks, enabling users to focus on financial planning and strategic decision-making. By supporting day-one tax compliance and offering an ecosystem of partner services, Puzzle enhances the financial management experience and supports business growth. It is particularly advantageous for startups seeking to streamline financial operations and reduce reliance on traditional software like QuickBooks.

📋 Description

• Guide new customers through onboarding and implementation, ensuring a smooth transition onto the Puzzle platform • Deliver product training via video calls, demos, and written resources • Serve as a trusted advisor to founders and operators as they adopt modern financial tooling • Build strong relationships with founders, operators, and finance leaders • Answer product questions, troubleshoot workflow challenges, and ensure customers are getting value from Puzzle • Monitor customer health and engagement to proactively address issues and improve adoption • Work closely with Product, Engineering, and Support teams to escalate issues and advocate for customer needs • Share customer feedback and insights that help shape product improvements • Collaborate with internal teams to improve onboarding materials, help documentation, and customer education resources

🎯 Requirements

• 3+ years of experience in Customer Success, Account Management, or a similar customer-facing role in B2B SaaS • Understanding of accounting concepts and financial workflows • Strong communication skills with the ability to explain complex concepts in simple terms • Comfortable guiding customers through software onboarding and workflow setup • Proactive self-starter with an ownership mindset, and high attention to detail in a fast-moving environment. • Familiarity with accounting tools such as QuickBooks, Xero, NetSuite, or similar platforms • Experience working at a fintech, financial SaaS, or accounting technology company

🏖️ Benefits

• Competitive compensation • 100% paid employee health, dental, and vision plans • 10 observed holidays and a flexible PTO policy so you can recharge • $1000 home office budget to get you set up for success • $2400 co-working budget for face time with your colleagues • $600 learning and development budget • 401K so you can save for your future • And much more