Customer Success Manager (US-Only) 100% Remote

Customer Success Manager (US-Only) 100% Remote

$80K- $100K base+

About this role

We’re looking for a Customer Success Manager to help onboard and support our growing customer base of bookkeepers and accounting firms. This role is ideal for someone with 2-3 years of SaaS experience, strong communication skills, and a passion for customer engagement and retention.

The ideal candidate will own onboarding, drive expansion, and improve customer processes, ensuring firms get the most out of Keeper. Experience in accounting, finance, or SaaS customer success is a plus. Let’s find someone who’s excited to help us scale!

Onboarding Prospective Customers

  • Conduct onboarding calls with prospective customers, train them to use the product, complete technical implementation steps, and help them realize value quickly

  • Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Keeper 

  • Maintain a high conversion rate from Free Trial to subscribed customer (80-85%)

Expansion of Existing Accounts

  • Proactively reach out to accounts in your pipeline to ensure they're continuing to reach their goals and respond to inbound support inquiries in a timely manner

  • Create and maintain customer education materials: record video feature overviews and write user guides for content-driven email sequences

  • Drive expansion revenue of existing accounts in your pipeline (increase MRR)


Internal Team Processes

  • Document best practices, creating templates for customer engagement at key milestones for various user personas

  • Help the team iterate to find the most efficient internal processes that reduce friction and best help our customers succeed

2 - 3 years of experience in a customer facing role at a B2B SaaS company, early stage is prefered


APPLY: Please email your resume to Adam@NHPTalentGroup.com Thanks!

Adam Posner