CrawlJobs Logo

Accounting Success Team Lead

United States, New York Employment contract 90000.00 - 140000.00 USD / Year · Job Posted May 05, 2026
Apply Position
Job Link Share

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gives fast-scaling brands the clarity they need to grow with confidence, without the mess of spreadsheets or old school outdated accounting tools.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

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Accounting Success Team Lead

8 matching positions

Student Success Team Lead

We are seeking a Student Success Team Lead to guide a team of success coaches an...
Location
Location
United States , Austin
Salary
Salary:
72000.00 - 82000.00 USD / Year
campus.edu Logo
CampusGroup
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years of experience in customer service, education, student support, or coaching/mentoring programs (experience as a teacher, particularly at the high school level, is a plus)
  • 3+ years of leadership experience, with a proven ability to manage and develop teams
  • strong communication and interpersonal skills to build relationships with both students and staff
  • a data-driven mindset with experience using metrics to track performance and guide decisions
  • a passion for coaching, mentoring, and helping others succeed
Job Responsibility
Job Responsibility
  • Ensure coaches are building strong, meaningful relationships with their students
  • Lead weekly team meetings and pipeline sessions to identify retention strategies and focus areas
  • Use data and KPIs like retention, attendance, and student NPS to track performance and ensure your team meets goals
  • Support coaches in addressing challenges and improving outcomes
  • Monitor and support your team’s daily activities, including calls, emails, and texts, to ensure effective and timely student engagement
  • Conduct call monitoring to provide feedback and help coaches improve their outreach and coaching skills
  • Manage a small caseload of students to stay connected with the coaching experience and provide direct support
  • Partner with leadership and other stakeholders to align on updates, initiatives, and organizational priorities
  • Act as a resource for your team, stepping in to manage escalated student concerns when needed
  • Use data insights to identify areas for growth, implement new initiatives, and continuously improve the student success program
What we offer
What we offer
  • Medical, dental, and vision insurance
  • 401(k) match
  • Fertility benefits via Carrot
  • Remote work schedule - Austin, TX based
  • Flexible Time Away + paid holidays
  • Opportunity to make an impact – you’ll be an integral player in bringing our vision to life
  • Equity grant
  • Fulltime
Read More
Arrow Right

Student Success Team Lead

We are seeking a Student Success Team Lead to guide a team of success coaches an...
Location
Location
United States , Atlanta
Salary
Salary:
65000.00 - 75000.00 USD / Year
campus.edu Logo
CampusGroup
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years of experience in customer service, education, student support, or coaching/mentoring programs
  • 3+ years of leadership experience, with a proven ability to manage and develop teams
  • strong communication and interpersonal skills to build relationships with both students and staff
  • data-driven mindset with experience using metrics to track performance and guide decisions
  • passion for coaching, mentoring, and helping others succeed
Job Responsibility
Job Responsibility
  • Ensure coaches are building strong, meaningful relationships with their students
  • Lead weekly team meetings and pipeline sessions to identify retention strategies and focus areas
  • Use data and KPIs like retention, attendance, and student NPS to track performance and ensure your team meets goals
  • Support coaches in addressing challenges and improving outcomes
  • Monitor and support your team’s daily activities, including calls, emails, and texts, to ensure effective and timely student engagement
  • Conduct call monitoring to provide feedback and help coaches improve their outreach and coaching skills
  • Manage a small caseload of students to stay connected with the coaching experience and provide direct support
  • Partner with leadership and other stakeholders to align on updates, initiatives, and organizational priorities
  • Act as a resource for your team, stepping in to manage escalated student concerns when needed
  • Use data insights to identify areas for growth, implement new initiatives, and continuously improve the student success program
What we offer
What we offer
  • Medical, dental, and vision insurance
  • 401(k) match
  • Fertility benefits via Carrot
  • Hybrid work schedule (Mon & Fri remote
  • Tues-Thurs in-office)
  • Flexible Time Away + paid holidays
  • In-office lunches for our Atlanta office
  • Social events - happy hours, birthday celebrations, holiday parties, & more
  • Opportunity to make an impact – you’ll be an integral player in bringing our vision to life
  • Fulltime
Read More
Arrow Right

Customer Success Team Lead

To succeed in digitising the hair and beauty industry, Treatwell has built an am...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
jobs.treatwell.com Logo
Treatwel Industries
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in leading, managing or mentoring successful customer-facing teams
  • Commercially sharp and data-driven
  • comfortable setting strategy as well as executing it
  • Inspiring communicator who can coach a team to be persuasive and impactful with partners
  • Passionate about technology, scale and the digitisation of industries
  • Target-driven with a track record of exceeding retention, upsell or revenue goals
  • Process-oriented, constantly looking for ways to improve team effectiveness
  • Collaborative, team-first mindset - motivated by both individual and collective success
  • Empathetic leader who balances support with accountability, creating an environment where individuals and the team thrive
Job Responsibility
Job Responsibility
  • Lead and coach a high-performing team of Customer Success Managers
  • Set clear goals, track performance and create a culture of accountability and continuous improvement
  • Ensure partners fully adopt our SaaS, driving loyalty, retention and growth
  • Work cross-functionally with Sales, Marketing and Product to identify opportunities and align strategies
  • Analyse data and feedback to proactively refine team tactics, reducing churn and improving partner engagement
  • Handle escalations where needed, setting the example in communication and problem-solving
What we offer
What we offer
  • 28-days holiday, plus bank holidays
  • Monthly £40 Treatwell vouchers so you can treat yourself too
  • Mental health support through our partnership with Plumm
  • Benefits platform offering cycle to work scheme, high street discounts and other perks
  • A beneficial pension scheme and enhanced parental pay & leave policy
  • We offer a hybrid working model with 2 days of flexible home working
Read More
Arrow Right

Customer Success Management Team Lead

At Moss, we give finance professionals the power to automate their day-to-day an...
Location
Location
Germany , Munich
Salary
Salary:
Not provided
getmoss.com Logo
Moss
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience leading a high-performing Customer Success or Account Management team (1+ year)
  • Experience working with SMB customers in a B2B SaaS or FinTech environment
  • Fluency in both German (C2) and English (C1)
Job Responsibility
Job Responsibility
  • Team Leadership – Hire, onboard, and lead a team of CSMs
  • Performance Management – Own team and individual performance by staying on top of priorities, outcomes, and actionable data insights
  • Metrics & Optimization – Monitor key performance metrics at both the team and individual level
  • Customer Portfolio Ownership - Lead by example by managing your own small portfolio of customers
What we offer
What we offer
  • Top-of-market compensation package, including equity
  • 20 days “work from abroad”
  • 600EUR/GBP Learning & Development Budget
  • other local benefits
  • Fulltime
Read More
Arrow Right

Accounting Customer Success Lead

Accounting Customer Success Management at DualEntry is a mix of traditional acco...
Location
Location
United States , New York City
Salary
Salary:
100000.00 - 160000.00 USD / Year
dualentry.com Logo
DualEntry
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Hardcore work ethic and high agency
  • 4+ years of experience in ERP, accounting audit, accounting or finance solutions
  • ERP Implementation, finance professional services or project management experience
  • Experience using or implementing ERPs (e.g., NetSuite, Intacct)
  • Proven ability to translate accounting requirements into system configurations and automated workflows
  • Strong technical aptitude (incl. SQL) and ability to quickly learn new software platforms
  • Expert Microsoft Excel/Google Sheets skills
Job Responsibility
Job Responsibility
  • Own e2e account management outcomes
  • Own ERP adoption & expansion
  • Be the ultimate escalation point
  • Operationalize customer support
  • Drive cross-team
  • Become a product expert
What we offer
What we offer
  • Significant equity ownership
  • 15 PTO days + 12 public holidays
  • Full medical, dental & vision insurance
  • Commuter benefits
  • 401k benefits
  • On-site team culture
  • Relocation packages
  • Fulltime
Read More
Arrow Right

New Partner Experience Team Lead

As a New Partner Experience Team leader you will manage a team of New Partner Ex...
Location
Location
United Kingdom , Manchester
Salary
Salary:
Not provided
deliveroo.co.uk Logo
DELIVER
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluent in English and in Dutch/Flemish is required for this role
  • 2+ years management experience
  • Experience in account management or customer service desirable
  • Ability to work to targets and a get up and go attitude
Job Responsibility
Job Responsibility
  • Responsible for the daily oversight of a team of New Partner Experience Agents
  • Main activities to include coaching the team to develop skills, oversight of team behaviour and attendance, providing reporting on results, and developing and refining important onboarding processes, to ensure restaurants are set up for success
  • Work together with other Team Leads
  • Report on performance & putting action plans in place to drive improved performance
  • Ensure your team hit agreed goals, establishing a performance management framework for your team
  • Ensure restaurants are comfortable with our systems so that they can make the most of their new partnership
What we offer
What we offer
  • Free Deliveroo Plus: free delivery and access to special offers
  • Team lunches from the best local restaurants
  • 25 days annual leave plus bank holidays, increasing with length of time spent working at Deliveroo
  • One day of paid leave per year to volunteer with a registered charity
  • Funded single cover healthcare on our core plan, with the option to add family members at own cost
  • On-site gym (HQ), discounted external gym membership
  • Access to wellbeing apps such as LesMills+, Strava, Headspace, Yogaia via GymPass
  • Discounted dental insurance and a range of other flexible benefits, such as critical illness cover, partner life cover, travel insurance, health assessments
  • Life assurance
  • Maternity, paternity and maternity and shared parental leave, eligible from day one of employment
  • Fulltime
Read More
Arrow Right
New

Logistics Customer Success Lead

Our client in the transportation industry, a well-known and respected company th...
Location
Location
Canada , Dollard-Des-Ormeaux
Salary
Salary:
60000.00 - 70000.00 CAD / Year
https://www.randstad.com Logo
Randstad
Expiration Date
August 24, 2026
Flip Icon
Requirements
Requirements
  • 2-3 years logistics in the transport or brokerage industry
  • Experience in cross-border sales of LTL and FTL solutions
  • Familiarity with class and discount pricing structures
  • Be self-managed and able to meet the requirements of the position with minimal supervision
Job Responsibility
Job Responsibility
  • Manage new accounts and expand our presence in the small package and part batch market
  • Develop relationships with decision-makers and show them how a 3PL offers real added value
  • Coordinate shipments from A to Z, from booking to negotiation, including tracking, mainly for partial loadings
  • Support the international logistics team with maritime and air shipments
What we offer
What we offer
  • Full-time permanent position from Monday to Friday
  • Office located in Dollard-des-ormeaux, free parking
  • The work model is flexible (home / office)
  • Base salary negotiable 60k-70k range
  • Benefits package included, insurance
  • 3 weeks of vacation + additional days off
  • Excellent work environment, team environment, internal advancement opportunities
  • Fulltime
Read More
Arrow Right
New

Recruiting Team Lead

MMC Group is looking for an experienced, high-energy Recruiting Lead, with High-...
Location
Location
United States , Irving
Salary
Salary:
Not provided
mmcgrp.com Logo
MMC Group LP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of recruiting experience within a staffing agency
  • At least 2 years of supervisory, leadership, or management experience overseeing recruiters
  • Proven success managing high-volume recruiting teams while maintaining personal recruiting production
  • Experience recruiting for administrative, customer service, clerical, manufacturing, logistics, healthcare support, professional, or other non-technical positions
  • Strong knowledge of full-cycle recruiting, sourcing strategies, interviewing techniques, and applicant tracking systems
  • Excellent communication, leadership, coaching, and organizational skills
  • Strong analytical skills with the ability to use recruiting metrics to drive performance
  • Proficiency with Microsoft Office and recruiting technologies, including LinkedIn Recruiter, Indeed, ZipRecruiter, and applicant tracking systems
Job Responsibility
Job Responsibility
  • Lead, mentor, coach, and develop a team of high-volume non-technical recruiters while maintaining an active full-cycle recruiting desk
  • Lead by example through personal recruiting production, professionalism, urgency, and accountability
  • Conduct daily recruiting meetings to review open requisitions, hiring priorities, production metrics, recruiting strategies, and pipeline health
  • Hold regular one-on-one coaching sessions to review performance, provide development opportunities, and establish action plans for continuous improvement
  • Establish clear productivity expectations and hold recruiters accountable for activity metrics, candidate quality, submittals, interviews, offers, starts, fill-ratios, time-to-fill, and overall performance
  • Monitor individual and team recruiting metrics, analyze performance trends, and implement strategies to improve productivity, quality, and client satisfaction
  • Develop sourcing and recruiting strategies for high-volume and difficult-to-fill positions while assisting recruiters in overcoming hiring challenges
  • Ensure compliance with company recruiting standards, applicant tracking system documentation requirements, client service level agreements, and internal policies
  • Partner closely with Sales, Business Development, Account Managers, Operations, and clients to understand hiring priorities and ensure timely fulfillment of open positions
  • Recruit, interview, onboard, train, and develop recruiting team members while fostering a culture of collaboration, integrity, accountability, and continuous improvement
What we offer
What we offer
  • Medical, dental, and vision coverage
  • Life and disability insurance
  • Additional voluntary benefits
  • Fulltime
Read More
Arrow Right