Customer Success Manager (Accounting and Finance)

Finaloop is a tech-driven startup reinventing accounting for eCommerce and direct-to-consumer brands through AI-powered, automated financial solutions and human expertise. The Customer Success Manager will onboard customers, drive adoption of real-time financial tools, build strategic relationships, identify opportunities to increase platform value, relay customer feedback, and help develop scalable customer success processes.

Responsibilities:

• Own Onboarding: Guide new customers through a fast, smooth setup - ensuring Finaloop is tailored to their business model and workflows
• Drive Adoption: Educate customers on how to make data-driven decisions using Finaloop's real-time insights, P&Ls, and cash flow tools
• Build Relationships: Be a strategic partner to your customers - proactively checking in, solving problems, and helping them navigate their financial operations
• Spot Opportunities: Monitor customer usage and identify ways they can get more value from the platform - whether it’s unlocking new features, resolving friction, or adapting to scale
• Be the Voice of the Customer: Channel feedback to our product and engineering teams to continuously improve the Finaloop experience
• Set the Standard: Help shape how we do Customer Success at scale - refining playbooks, tools, and processes as we grow

Requirements:

• • 3+ years in a Customer Success or account-facing role, ideally at a fast-moving SaaS or fintech startup
• • Background in accounting or hands-on experience with financial/analytics tools used by ecommerce brands
• • Experience supporting customers at scale—and building strong, proactive relationships across a high-volume book of business
• • Comfort working in a fast-paced, tech-driven environment where priorities shift quickly
• • Strong communicator who can simplify complex topics and make customers feel confident and supported
• • Fluent in AI tools (ChatGPT, Claude, etc.)—you use them daily to optimize your workflow and scale your impact
• • You've worked at a fintech or eComm analytics platform
• • You've helped shape customer journeys, built success playbooks, or partnered closely with product teams on feedback loops
• • You're excited about building and growing with a Series A startup that's changing how brands manage their finances