Customer Success Manager

Summary

Join SkySlope as a Customer Success Manager - Accounting Solutions and provide expert guidance to internal stakeholders and customers on accounting workflows within the SkySlope Books platform. You will act as a subject matter expert, addressing escalations, collaborating with product and engineering teams, and providing tailored solutions to improve customer bookkeeping practices. Responsibilities include managing advanced customer inquiries, conducting account health reviews, performing data audits, and contributing to knowledge base documentation. The ideal candidate possesses strong technical accounting knowledge, excellent communication skills, and a proactive customer service mindset. This role requires a minimum of 4 years of accounting experience and familiarity with accounting software. SkySlope offers a competitive salary, comprehensive benefits, and a positive work environment.

Requirements

• Strong technical accounting knowledge (accounts receivable, accounts payable, ledger balancing, reconciliation)
• High attention to detail and data accuracy
• Excellent verbal and written communication skills
• Problem-solving and analytical thinking
• Customer service mindset with a proactive attitude
• Ability to manage multiple priorities efficiently
• Confidence in communicating with brokerages, bookkeepers, and executive clients
• Adaptability to shifting processes and platform changes
• White-glove customer experience mindset
• Minimum 4 years of accounting, bookkeeping, or financial operations experience (preferably in a SaaS, real estate, or brokerage environment) or a degree in accounting or finance

Responsibilities

• Act as a subject matter expert on SkySlope Books accounting workflows, features, and best practices
• Serve as a point of contact for escalations and lead special process mapping related to accounting workflows and customer needs
• Collaborate closely with Product and Engineering teams to escalate and resolve bugs, provide customer feedback, and support new feature rollouts and roadmap changes
• Provide tailored recommendations and solutions to improve customer bookkeeping practices within the platform
• Manage advanced customer inquiries related to commission structures, transaction workflows, accounting mappings, and system configuration without requiring escalation to management
• Conduct regular account health reviews to identify gaps in product adoption or accounting process execution
• Perform transactional data audits to ensure system accuracy and flag any inconsistencies
• Contribute to knowledge base documentation, training guides, and customer tutorials as needed
• Maintain strong records of customer interactions, case management, and action plans within internal systems
• Support upsell and expansion efforts by identifying additional product needs, such as add-on services or higher-tier support

Preferred Qualifications

• Experience using accounting software (QuickBooks, Xero, NetSuite, Lone Wolf, BrokerMint, or similar) preferred
• Tax filing/1099 filing knowledge and experience
• Prior experience with real estate accounting strongly preferred

Benefits

• $1000 referral bonuses
• 15 PTO days per year
• 16 paid holidays per year (5 floating to be used at any time)
• Paid day off on your birthday
• 5 Days Paid Bereavement Leave
• 6 Weeks Paid Parental Leave
• Waldorf University discounts and perks
• Child literacy assistance program discounts
• Discounts on wireless, car, rentals, hotels, and more
• Medical, Dental, and Vision Insurance
• Short and Long Term Disability Insurance
• Accident insurance, Critical Illness, Hospital indemnity
• Company-paid Life Insurance
• Flexible Spending Account (FSA)
• Health Spending Account (HSA)
• Pet Insurance
• 401k + match
• Employee Stock Purchase Plan opportunities