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Accounting Success Team Lead

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Finaloop

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Location:
United States , New York

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Contract Type:
Employment contract

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Salary:

90000.00 - 140000.00 USD / Year

Job Description:

Finaloop is reinventing accounting for eCommerce and DTC brands. We're a fast-growing, tech-driven startup providing 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gives fast-scaling brands the clarity they need to grow with confidence, without the mess of spreadsheets or old school outdated accounting tools. We’re building a company where AI isn’t just a buzzword—it’s embedded into everything we do. We move fast, think big, and keep our customers at the center of every decision. About the Role: We're looking for a strategic, hands-on Director of Customer Success — someone who gets to do what most CS leaders rarely do: build from scratch. Finaloop is growing fast, our customers love the product, and the CS motion is still wide open. You'll design a modern, revenue-driven org that covers every engagement level, from scaled smart-touch all the way to premium high-touch, all under one roof. Plus, you'll have AI as a real tool from day one — woven into how we onboard, engage, and grow customers, not just a buzzword in a deck. If you've been waiting for the right moment to show what CS can really do for growth — this is it.

Job Responsibility:

  • Own the Customer Lifecycle
  • Design and lead the end-to-end Customer Success strategy—from onboarding and adoption to retention and expansion
  • Build & Lead the Team
  • Hire, mentor, and scale a team of Customer Success Managers. Establish a high-performance culture with clear KPIs and accountability
  • Leverage AI for Scale
  • Embed AI tools and automation into CS workflows to improve efficiency, personalization, and scalability
  • Drive Adoption & Value Realization
  • Ensure customers fully leverage Finaloop’s real-time financial insights, P&Ls, and cash flow tools to make smarter business decisions
  • Develop Scalable Systems
  • Create and refine playbooks, processes, and tooling to support a growing and increasingly diverse customer base
  • Strengthen Customer Relationships
  • Act as an executive sponsor for key accounts, building deep partnerships with customers and helping them navigate financial operations as they scale
  • Own Retention & Growth Metrics
  • Drive key metrics including net revenue retention, churn reduction, product adoption, and customer health
  • Be the Voice of the Customer
  • Partner closely with Product, Engineering, and GTM teams to translate customer feedback into actionable insights that shape our roadmap

Requirements:

  • 7+ years in Customer Success, Account Management, or related roles, with at least 2–3 years in a leadership position
  • Must have direct experience in eCommerce technology environments (e.g., supporting DTC brands, eCommerce platforms, or related tools)
  • experience at a high-growth startup is strongly preferred
  • Strong understanding of financial workflows, accounting principles, and analytics tools used by eCommerce brands
  • CPA certification or a degree in Accounting is a strong advantage
  • Proven track record of building and scaling Customer Success teams and processes
  • Experience managing both high-touch and scaled customer segments
  • Data-driven mindset with experience owning retention and expansion metrics
  • Exceptional communication and leadership skills, with the ability to simplify complex topics
  • Comfortable in fast-paced environments with shifting priorities
  • Fluent in AI tools (e.g., Claude, Gamma, NotebookLM) and passionate about leveraging them to scale impact

Nice to have:

  • Experience in a fintech or eCommerce analytics platform
  • Built CS playbooks, lifecycle programs, or customer segmentation strategies from scratch
  • Strong cross-functional experience with Product and Engineering teams
  • Excited about joining and growing with a Series A startup redefining financial operations for modern brands

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:
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