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Customer Success Manager



Boca Raton, FL, USA
Posted on Wednesday, January 3, 2024

About finally

finally is one of South Florida's fastest-growing & most exciting fintech companies. finally, recently raised $95 million dollars to help SMBs automate their finances. We are backed by New York, Silicon Valley & San Antonio Venture Capitalists.

We're an energetic, easy-going group working hard to solve a tough problem. Bookkeeping is a universal pain point for entrepreneurs and business owners who work hard daily to make their businesses successful. They want to run their businesses, not do accounting.

Our talented team is building intuitive software & artificial intelligence to solve several multi-trillion dollar fintech problems affecting our entire economy. We’re a team of dedicated & talented minds in South Florida who're on a mission to change the way accounting & finance is done for small businesses.

We are seeking a highly motivated and dynamic Customer Success Manager to join our team. As an integral part of our team, you will be the main contact for our customers for renewals, upsells, escalations and promoting value. This role requires excellent communication skills, and a passion for building long-lasting customer relationships. This is a Junior level position so previous CSM experience is not required but preferred.


  • You will own a book of 300-500 accounts where you are responsible for the overall net retention.

  • Promote the value of the product and service via the customer journey

  • Upsell services and products with the brand image

  • Assist in creating training courses and educational materials

  • Assist with customer escalations and work alongside the team to provide resolutions for your customers.

  • Collaborate closely with the sales team, marketing, and other departments to align strategies and optimize the customer's experience.

  • Stay up-to-date with industry trends, product knowledge, and sales techniques to improve performance and stay ahead of competitors.


  • 1-2 years in a Customer Facing Role.

  • A strong work ethic and exceptional organizational skills and willingness to learn

  • Ability to work under pressure in a deadline-driven, team-oriented environment

  • Knowledge of billing systems and customer relationship management software, preferably Salesforce

  • Strong Microsoft Excel skills (including pivot tables and v-look ups)

  • Proven ability to provide direct, proactive, and prompt response to customer issues, resolutions, and process cancellations when appropriate.

  • Strong verbal and written communication skills,

  • Highly self-motivated and driven to achieve and exceed targets.

  • Ability to adapt to different customer personalities and situations during outreach.

  • Familiarity with CRM software (Salesforce)

  • Ability to work collaboratively within a team-oriented environment.

  • Strong organizational and time management skills to efficiently handle multiple tasks and priorities.

Nice to have’s:

  • Understand basic accounting principles and functions in addition to how businesses manage cash flow, and a basic understanding in economics.

  • A background in Banking, Finance, and Accounting.

  • B.A, B.S or equivalent experience

  • Spanish Speaking

Working Schedule:

This is a full-time, in-office position with a 5-day workweek. Office hours are typically from (9:00AM - 6:00 PM) from Monday to Friday.


  • Health insurance

  • Dental insurance

  • Employee stock purchase plan

  • Paid time off

  • Paid training

  • Vision insurance

People with a criminal background are not encouraged to apply for this role.

Join our team and be part of a vibrant and dynamic sales environment where your efforts will play a crucial role in driving our company's growth and success. Finally is a fast-growing VC Backed startup that is disrupting the traditional tools small business owners are using.