Layerfi

Customer Success Manager

Sponsorship not specifiedDetected 43 days ago

AccountingCustomer SuccessCommunication

About the role

As a Customer Success Manager at Layer, you'll help small businesses get set up on our bookkeeping service smoothly and serve as their ongoing point of contact.
You'll leverage your bookkeeping knowledge to answer users' questions, troubleshoot issues, and provide an exceptional customer experience.
Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup (bank/credit card connections, historical bookkeeping needs, etc.).

Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs.
Collaborate with other Layer teams to improve workflows and surface product feedback based on recurring customer needs.
Exceed partner and customer expectations by providing thoughtful, proactive, and detail-oriented support.

2+ years of experience in a customer-facing (support, onboarding, etc.) or bookkeeping role

Familiarity with small business bookkeeping fundamentals and basic financial concepts
Strong live communication and active listening skills
Excellent written communication skills
An ownership and growth mindset
These tools help SMBs with everything from payments to payroll, but accounting has lagged behind.
Small business owners are still struggling with disconnected, generic, accounting software and expensive bookkeepers.

Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically.

This listing is sourced directly from Layerfi's careers page and normalized into a canonical job model.