Accounting Success Manager

Finaloop is on a mission to reinvent accounting for eCommerce and DTC brands. We're a fast-growing, tech-driven startup that provides real-time, automated financial solutions - combining powerful AI with human expertise. Our platform gives fast-scaling brands the clarity they need to grow with confidence, without the mess of spreadsheets or outdated accounting tools.

We're looking for a smart, driven, and resourceful Accounting Success Manager to help our customers get the most out of Finaloop from day one. If you’re excited about the intersection of tech, finance, and customer strategy - this role is for you.

This is a role based in the New York area.  You’ll be joining a high-growth startup where AI isn’t just a buzzword—it’s baked into everything we do. We move fast and keep our customers at the center of every decision.

Responsibilities

• Own Onboarding: Guide new customers through a fast, smooth setup - ensuring Finaloop is tailored to their business model and workflows.

• Drive Adoption: Educate customers on how to make data-driven decisions using Finaloop's real-time insights, P&Ls, and cash flow tools.

• Build Relationships: Be a strategic partner to your customers - proactively checking in, solving problems, and helping them navigate their financial operations.

• Spot Opportunities: Monitor customer usage and identify ways they can get more value from the platform - whether it’s unlocking new features, resolving friction, or adapting to scale.

• Be the Voice of the Customer: Channel feedback to our product and engineering teams to continuously improve the Finaloop experience.

• Set the Standard: Help shape how we do Customer Success at scale - refining playbooks, tools, and processes as we grow.

Requirements:

• 3+ years in a Customer Success or account-facing role, ideally at a fast-moving SaaS or fintech startup.

• Background in accounting or hands-on experience with financial/analytics tools used by ecommerce brands.

• Experience supporting customers at scale—and building strong, proactive relationships across a high-volume book of business.

• Comfort working in a fast-paced, tech-driven environment where priorities shift quickly.

• Strong communicator who can simplify complex topics and make customers feel confident and supported.

• Fluent in AI tools (ChatGPT, Notion AI, etc.)—you use them daily to optimize your workflow and scale your impact.

Bonus points:

• You've worked at a fintech or eComm analytics platform

• You’ve helped shape customer journeys, built success playbooks, or partnered closely with product teams on feedback loops.

• You’re excited about building and growing with a Series A startup that's changing how brands manage their finances.