Senior Customer Success Manager

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🕒 May 21

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Global Finance Teams

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

🤝 B2B

💸 Finance

🎯 Recruiter

B2B • Finance • Recruitment

Global Finance Teams is a B2B provider of outsourced finance and accounting operations for CFOs, finance leaders, and business owners. The firm builds and manages back-office finance teams, delivers bookkeeping, managed accounting, controller services, financial modeling, and consulting to streamline processes, reduce costs, and improve compliance and month-end efficiency. GFT focuses on outsourcing staffing and operational capacity rather than offering public accounting services, and supports clients with systems integration and technology-enabled workflows.

📋 Description

• Serve as one of the primary points of contact for assigned clients • Conduct regular client check-ins to gather feedback and assess engagement health • Monitor client satisfaction and identify areas for improvement proactively • Coordinate with recruitment, operations, and leadership teams regarding client concerns or staffing updates • Track employee performance feedback and escalate concerns when needed • Help ensure timely resolution of operational or service-related issues • Maintain client records, meeting notes, and engagement updates in internal trackers or CRM systems • Prepare simple reports on client feedback, retention risks, and engagement status • Support onboarding coordination for new clients and newly hired team members • Assist leadership in improving internal processes and customer experience initiatives • Follow up on pending action items and ensure commitments to clients are completed on time • Monitor overall engagement health including communication responsiveness, staffing stability, and client sentiment

🎯 Requirements

• Experience in customer service, account management, operations, or client success • Strong communication and relationship-building skills • Organized and detail-oriented with good follow-through • Comfortable handling client-facing conversations professionally • Familiarity with Google Workspace, Microsoft Office, or CRM tools • Experience in outsourcing, staffing, or BPO environment is a plus • Experience handling US-based clients • Familiarity with project coordination or operations support • Ability to prepare simple reports and presentations • Experience gathering customer satisfaction feedback or conducting surveys