[Hiring] Customer Success Manager @Cloud Accountant Staffing

Role Description

You’ll be the trusted voice our clients hear from at CAS, supporting growing US accounting firms and businesses as they build remote finance teams with us. You own the relationship from the first onboarding call through long-term growth, driving both satisfaction and clarity. This is a full-time independent contractor role with exclusivity. No other engagements after hire.

You see client success as a system: smooth onboarding, proactive check-ins, and feedback that makes the service better. If you like turning first impressions into lasting partnerships, welcome.

Qualifications

• 2 to 3 years in a customer-facing role such as customer success, account management, or client services
• Clear written and spoken English, with the ability to explain complex ideas simply
• Strong attention to detail and a client-first mindset
• Interest in process improvement, documentation, and operational efficiency
• Familiarity with tools like Slack, Notion, HubSpot, or Salesforce
• Ownership mentality: organized, responsive, and able to manage multiple clients without dropping the ball
• Comfortable working US business hours (or overlap) from home

Requirements

• Lead onboarding calls and walk new clients through how working with CAS works
• Coordinate setup between clients, our placement team, and newly placed team members so everyone starts strong
• Flag early risks that could slow a client’s success and escalate them quickly
• Check in proactively, answer questions promptly, and spot gaps before they become problems
• Run regular reviews, trainings, and Q&A sessions over video calls
• Create simple guides, templates, and email sequences that help clients get more value
• Identify opportunities to expand each client’s team and support them as they grow
• Gather client feedback and share it with leadership to improve our service
• Document best practices and reusable engagement templates
• Improve internal workflows and support team projects as they come up

Benefits

• Permanent remote work, done right
• Full company equipment provided (laptop, monitor, accessories)
• 15 days PTO annually plus local holidays off
• Guaranteed annual increases
• Referral rewards up to $1,000
• Monthly flexible stipend (CAS Flex Perks)
• Structured onboarding and support
• A culture that actually shows up

Company Description

We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing. We invest in professionals who want to build a real career serving US clients.