Customer Success Manager

About Sagelight Accounting At

Sagelight Accounting , we specialize in

Fractional Controller and CFO Services ,

Accounting & Reporting ,

Bookkeeping ,

Financial Analysis ,

Payroll & Tax , and

Cloud Software Implementations . Our clients span fast-moving industries such as real estate, IT, and e-commerce, where numbers drive decisions and clarity fuels growth.

About the Role As a Client Success Manager, you’ll play a critical role in supporting the success of our U.S.-based accounting clients, starting from onboarding and ensuring long-term value delivery, retention, and satisfaction. Your focus will span client relationships, pricing, engagement health, feedback loops, and supporting sales and marketing with real insights from client experiences.

This position requires basic accounting knowledge, strong communication skills, and the ability to think through both reporting needs and business-level goals.

Key Responsibilities

Client Success & Retention (50%)

Build and manage lasting relationships with accounting clients across real estate, IT, and e-commerce or similar verticals

Collaborate with internal teams to anticipate client needs and increase service value

Conduct weekly reviews of current and past accounts, track service feedback, and identify upselling or improvement opportunities

Assist clients with onboarding and understanding of our transparent and diversified service stack

Insights, Reporting & Pricing Analysis (25%)

Analyze client engagement data to recommend service enhancements or pricing adjustments

Prepare monthly reports on active client health, retention risks, and upsell readiness for leadership

Help standardize reporting dashboards for internal success tracking

Sales & Marketing Collaboration (15%)

Collaborate with sales and marketing to identify messaging gaps and pain points early in the funnel

Translate client needs into actionable value propositions

Share client feedback to refine our onboarding, brand, and marketing positioning.

Cross-Team Collaboration & Project Support (10%)

Work with finance, and marketing teams to ensure client expectations are met on time

Champion Sagelight’s values and innovation mindset across all client touchpoints

Position Requirements (Must-Have)

2+ years of experience at an accounting / advisory firm or B2B SaaS / SolaaS organization

Familiarity with U.S. accounting platforms (e.g., QuickBooks Online, Xero, Gusto)

Understanding of real estate, IT, or e-commerce financial models

Experience with tools like Excel or other reporting dashboards

Comfortable explaining financial tools and reports to non-financial stakeholders

Strong English communication skills, both written and verbal

Detail-oriented and analytical, with a problem-solving mindset

Comfortable in client-facing roles and a fast-paced work environment

Nice to Have

Experience supporting CFOs or senior accountants with reporting

Background in PMO, SaaS, or cloud platform environments

Strong curiosity and a proactive approach to problem-solving

Up-to-date with consumer psychology-driven messaging and business communication trends

Understanding of U.S. tax calendars and compliance requirements

Familiarity with financial flows through tools like Shopify, Amazon, and Stripe

What We Offer

Market-Competitive Salary

Global Exposure : Work with international clients and tools

Growth Opportunities : Mentorship, leadership paths & career development

Continuous Learning : Access to advanced accounting workflows

Quarterly Team Lunches

• Financial Perks

Perks & Benefits

30 Annual Leaves

(20 PTO + 10 Sick Leaves, accrued monthly)

Comprehensive Health Insurance

(for you and your dependents)

Life Insurance

Annual Bonus

(As per Company Policy)

Holiday Compensation

Education Reimbursement

(After 1 year of service)

(As per Company Policy)

Performance-Based Bonuses

(As per Company Policy)

Professional Development Support

(As per Company Policy)

How to Apply Please send your

resume and portfolio

to

For further inquiries, feel free to contact us at

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