Customer Success Manager

April 16

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Puzzle 🧩🚀

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Puzzle 🧩🚀 is a modern accounting platform designed for the AI era, providing smart accounting solutions for startups, founders, and accounting firms. It offers real-time financial insights, automatic bookkeeping, and tax compliance tools, all integrated with popular financial technologies like Stripe and Brex. Puzzle automates repetitive accounting tasks, enabling users to focus on financial planning and strategic decision-making. By supporting day-one tax compliance and offering an ecosystem of partner services, Puzzle enhances the financial management experience and supports business growth. It is particularly advantageous for startups seeking to streamline financial operations and reduce reliance on traditional software like QuickBooks.

startups • saas • accounting • metrics • financials

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

Provide friendly, responsive support via chat, email, and phone calls to resolve customer questions and technical issues•Troubleshoot software problems effectively—documenting solutions and collaborating with our product and engineering teams when needed•Guide new clients through the onboarding process, helping them configure our software to meet their specific accounting needs•Support clients through migrations from other accounting platforms, helping them transition their data and workflows to Puzzle successfully•Help build and maintain documentation, FAQs, and customer education materials•Support the development and execution of customer success playbooks and processes•Gather valuable customer feedback and feature requests to help improve our platform

🎯 Requirements

2+ years of customer-facing experience•Passionate about helping customers win and solving problems with empathy•Naturally curious and eager to learn new technologies•Highly organized and able to manage multiple priorities at once•Understanding of bookkeeping fundamentals with ability to explain them clearly•Bachelor's degree in accounting, finance, business, or related field (or equivalent experience) preferred•Background in B2B SaaS customer success (nice-to-have)•Knowledge of common accounting platforms (QuickBooks, Xero, etc.) (nice-to-have)•Knowledge of Intercom or other support ticket systems (nice-to-have)•Experience at a startup or fast-growing company is a big plus (nice-to-have)

🏖️ Benefits

Competitive base pay + equity•100% paid employee health, dental, and vision plans (U.S. & Canada vary)•10 observed holidays and a flexible PTO policy so you can recharge•$1000 home office budget to get you set up for success•$2400 co-working budget for face time with your colleagues•$600 learning and development budget•401K so you can save for your future•And much more