Customer Success Specialist

Base Pay Range

$70,000.00 per year – $80,000.00 per year

Our client in the Charlotte area are looking to hire a Customer Success Associate. This is a hybrid role with 2 days of work from home.

We are seeking an experienced and motivated Permanent Customer Success Associate to join our dynamic team in the Accounting + Finance industry. This is a unique opportunity to expand your skills in a growing fintech company, where you will help us drive customer satisfaction, retention, and growth. The ideal candidate will have a strong background in software, fintech, finance, solutions, and roadmap.

You will be responsible for ensuring our clients are successful in their financial management, using our cutting‑edge technology solutions. This role requires a minimum of 1+ years of experience in a similar role.

• 401k match
• Profit sharing
• Hybrid working from home and in office model
• Small team with room for growth and opportunities

• Manage and cultivate client relationships to ensure customer satisfaction and loyalty.
• Understand customer needs and objectives and ensure they are met using our software solutions.
• Develop and execute customer success plans to drive adoption, reduce churn, and increase customer satisfaction.
• Collaborate with our sales and product teams to ensure a seamless customer experience.
• Provide feedback to the product team to help drive product roadmap based on customer needs and market trends.
• Conduct regular business reviews to demonstrate value and identify opportunities for growth.
• Use data and analytics to monitor customer health and proactively identify issues.
• Provide training and support to customers to help them get the most out of our solutions.
• Act as a customer advocate, escalating issues as necessary and ensuring they are resolved to the customer's satisfaction.

• Minimum of 1+ years of experience in customer success, account management, or a similar role in the software, fintech, or finance industry.
• Proven track record of managing and growing customer relationships.
• Strong understanding of financial management and accounting principles.
• Experience with software solutions and the ability to quickly learn new technologies.
• Exceptional problem‑solving skills and the ability to think on your feet.
• Outstanding communication and interpersonal skills, with the ability to build relationships at all levels of an organization.
• Strong analytical skills, with the ability to use data to make informed decisions.
• Experience in driving product roadmap based on customer feedback and market trends.
• Ability to work in a fast‑paced, dynamic environment and manage multiple priorities.
• A customer‑centric mindset, with a passion for helping customers succeed.

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