At a Glance
- Tasks: Lead onboarding, manage accounts, and deliver engaging training for accounting firms.
- Company: Fast-growing SaaS provider revolutionising the accounting industry.
- Benefits: 100% remote work, flexible hours, and career transition support.
- Other info: Join a collaborative team and shape customer experiences in a dynamic environment.
- Why this job: Make a real impact in tech while utilising your accounting expertise.
- Qualifications: 1-2 years in UK accounting or SaaS customer success, with strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Are you an accountant tired of the traditional practice grind and ready to pivot into the exciting world of tech? Or are you an early-stage SaaS Customer Service Manager with exposure to finance and now looking for a role where you can own the customer lifecycle and make a measurable impact? Our client is a fast-growing SaaS provider shaking up the accounting industry with innovative solutions helping their clients eliminate the manual bottlenecks that accounting teams hate.
As our client's new Customer Success Manager, you will be the ultimate trusted advisor for their accounting firm clients. This is a dynamic, high-impact hybrid role blending structured onboarding, proactive account management, and live training delivery.
As the Customer Success Manager, our client is looking for 2 different profiles, however both would come from an accounting background.
- Profile A: The Transforming Accountant
You currently work in a UK accounting practice or industry role, but you are ready for a career change. You know UK accounting systems inside out, you understand the seasonal pressures firms face, and you are the "go-to" tech person in your current office who loves setting up software like Xero or QBO. - Profile B: The Ambitious Early-Stage Customer Service Manager
You have 1–2 years of experience in SaaS Account Management or Customer Success in an Accounting related tech firm. You love onboarding new clients, tracking health metrics, and driving retention, and you are looking for a step up where you can take full ownership of a portfolio.
As the Customer Success Manager, you will be responsible for:
- Seamless Onboarding: Lead new accounting firms through a structured implementation process, handle internal configuration, and ensure they achieve immediate, real-world value on the platform.
- Proactive Account Management: Own a portfolio of firm accounts. Monitor usage data, build custom "Success Plans," and step in proactively to mitigate churn risks and uncover expansion opportunities.
- Dynamic Training Enablement: Deliver engaging live training sessions and webinars. You will tailor your message across the firm—pitching efficiency gains to Partners, workflow management to Managers, and daily shortcuts to Preparers.
As the Customer Success Manager, you will have:
- 1–2 years of experience in either UK Accounting/Practice OR SaaS Customer Success/Account Management.
- A strong, empathetic understanding of UK accounting workflows, compliance pressures, and deadlines.
- Outstanding communication skills—you must be comfortable commanding a room (or a Zoom call) and delivering clear training.
- Highly Desirable: Hands-on experience with core accounting tech: Xero, QuickBooks Online (QBO), FreeAgent, or advanced Excel.
- Proven experience delivering webinars or training presentations to external clients.
- Exposure to cloud-based SaaS environments and client implementations.
What’s in it for You?
- 100% Remote Working: Work from anywhere in the UK with a flexible, autonomous environment.
- A Real Career Pivot: Transition seamlessly from accounting into tech with structured support and tool training (including Gainsight certification).
- High Impact: Join a fast-growing, collaborative team where your insights will directly shape our customer experience and content strategy.
We would love to invite you to apply by getting in touch with us. By applying for this role, as a Customer Success Manager you are agreeing to your CV being held on our database, stored confidentially and securely. Your CV details will be used and kept only to provide recruitment services. We will only send your details to clients once discussed with you and your data will not be shared with any other third party. You can ask for the deletion or correction of your data, or to opt out of this service at any point by informing Exact Sourcing. We very much look forward to hearing from you and will be reviewing all applications over the next 2 to 3 weeks. If you are selected, we will be in contact and if not, we will be keeping your details on file for any future vacancies.
Please follow us @ ExactSourcing or ‘like’ us on Facebook to keep updated with any future opportunities.
Customer Success Manager in Suffolk employer: Exact Sourcing Ltd
Join a fast-growing SaaS provider that is revolutionising the accounting industry with innovative solutions. As a Customer Success Manager, you will enjoy a fully remote working environment, allowing for flexibility and autonomy while making a significant impact on client success. With structured support for your career transition from accounting to tech, you'll have the opportunity to grow within a collaborative team that values your insights and contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and tech industries. Let them know you're on the lookout for a Customer Success Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Show off your skills! Create a portfolio or a presentation that highlights your experience with onboarding, account management, and training. This will help you stand out during interviews and showcase your ability to drive customer success.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to customer success and account management. Role-play with a friend or use online resources to refine your answers and boost your confidence.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, we’re always on the lookout for passionate individuals ready to make an impact in the tech world!
We think you need these skills to ace Customer Success Manager in Suffolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Customer Success Manager. Highlight your experience in accounting and any relevant SaaS roles, showcasing how your skills align with what we’re looking for.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this transition into tech. Share specific examples of how you've helped clients in the past and how you can bring that expertise to our team.
Showcase Your Communication Skills:Since this role involves delivering training and managing accounts, it’s crucial to demonstrate your communication prowess. Use clear, concise language in your application and consider including examples of past presentations or training sessions.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity as a Customer Success Manager.
How to prepare for a job interview at Exact Sourcing Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of UK accounting systems and the specific tech tools mentioned in the job description, like Xero and QuickBooks Online. Being able to discuss these confidently will show that you're not just familiar with them, but that you can also leverage them to help clients.
✨Showcase Your Empathy
As a Customer Success Manager, understanding client needs is crucial. Prepare examples from your past experiences where you've successfully navigated client challenges or improved their workflows. This will demonstrate your ability to connect with clients and provide tailored solutions.
✨Practice Your Presentation Skills
Since you'll be delivering training sessions and webinars, practice explaining complex concepts in simple terms. You might even want to do a mock presentation for a friend or family member to get comfortable with your delivery and receive feedback.
✨Prepare Questions
Interviews are a two-way street! Think of insightful questions to ask about the company's culture, their approach to customer success, and how they measure impact. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
