Customer Success Manager
location_onEast Broward Boulevard, Las Olas, Fort Lauderdale, Broward County, Florida, 33394, United States
Job Description
About ITRADE Innovations | STEM
At ITRADE STEM, we help create jobs and support the future of industries like space, technology, energy, and manufacturing. We do this by creating programs that teach skills and support sustainable growth. Join us on our mission to Redefine STEM!
About the Role
We're seeking a remote, dynamic Customer Success Manager based in Fort Lauderdale, Florida. As our Customer Success Manager, you'll be the bridge between our advanced AI bookkeeping technology, ensuring the successful implementation and adoption of our automated solutions. You will be at the forefront of automation technology while helping businesses achieve their goals, transforming how STEM companies manage their operations through innovative AI-driven solutions.
Work location
Work model: Remote
East Broward Boulevard, Las Olas, Fort Lauderdale, Broward County, Florida, 33394, United States
Fort Lauderdale, Florida
Key Responsibilities
- check_circleGuide end-users through implementation of automated systems
- check_circleOptimize automated workflow solutions using accounting expertise
- check_circleMonitor client usage patterns to identify automation opportunities
- check_circleCollaborate with technical team on platform improvements
- check_circleProvide strategic guidance on automated bookkeeping best practices
- check_circleLead training sessions for onboarding and AI-enabled systems
- check_circleMaintain client satisfaction through proactive account management
Requirements
- verifiedBachelor's degree in Accounting, Finance, or related field, or equivalent combination of education and experience
- verified3+ years of accounting or business administration experience
- verified2+ years of customer success experience in a SaaS or AI-driven technology environment
- verifiedStrong understanding of automated systems and AI-powered financial tools
- verifiedExperience with QuickBooks Online, Xero, or similar accounting platforms
Skills, education and keywords
Skills: quickbooks online, xero, ai, saas.
Education: Bachelor's degree in Accounting, Finance, or related field, or equivalent combination of education and experience.