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Job details

About Us
Finance in a Box is an Accounting & Financial Consulting firm based in California, USA. We provide outsourced CFO/Controller services to companies around the world. In addition, we assist companies with building accounting teams.
Job Title : Customer Success Manager
Job Location : 100% Remote
Job Shift : US EST Shift (6.30 pm- 3.30 am, IST)
We're looking for a Customer Success Manager to join us and expand our Team. We encourage people to bring the full breadth of their talents, experience, and personal style to make an impact on the clients we serve. We develop outstanding professionals and leaders who grow with our firm and gain the experience and training needed to build a great career.

Responsibilities and Duties
  • Managing Enterprise accounts, primarily working with dental office leadership and central office leadership
  • Execute the customer success strategy, focusing on high touch points and relationship building with dental offices
  • Achieve individual metrics and KPIs designed to utilize a data-based approach within the Customer Success Team
  • Assist in improving processes around account setup, implementation, training, and ongoing account review and modification to minimize churn and support account expansion
  • Plan account expansion initiatives and targeted campaigns for accounts with lower usage
  • Conduct frequent reviews with accounts and team to determine customer satisfaction and utilization levels
  • Employ the total office concept, ensuring every member of the dental office staff is engaged

Preferred Qualifications
  • 5+ years of experience in customer success in SAAS or similar product
  • Proficiency in Salesforce is required
  • Previous Experience with renewals
  • Excellent communication and interpersonal skills
  • Bachelor’s degree or extensive experience
  • Experience in Management Consulting
  • Excitement to learn about artificial intelligence, insurance, dentistry, and technology
  • Strong work ethic and hustle to achieve results in a high-growth startup environment
  • Experience in insurance, dental/healthcare, startups, or B2B software is a plus but not required

  • Financial: Competitive salary
  • Work-Life Balance: Flexibility on vacation and time off
  • Health: Healthcare paid by the company
  • Remote Work: Work from home
If you are interested in a position with growth potential, kindly send your current CV/resume to along with your current & expected remuneration & notice period.
Competitive compensation and advancement opportunities await! Looking forward to hearing from you.
This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time.
Apply now