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LiveFlow

Customer Success Manager

Posted Yesterday
Remote
Hiring Remotely in USA
Mid level
Remote
Hiring Remotely in USA
Mid level
The Customer Success Manager will support customers in their adoption phase by solving complex financial challenges, building financial models, and communicating accounting concepts clearly.
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Customer Success Manager (CSM)

We are building the next-generation accounting and finance platform to enable lean finance teams to run massive enterprises.

We have raised over $21M from top-tier investors including: YC, YC Continuity, Valar Seedcamp, WndrCo, Moonfire, Bradley Horowitz (VP Product, Google) and more.

We are helping thousands of companies to streamline their financial workflows and we have hundreds of 5/5 ratings on G2.

Our founding team previously worked at Europe's fastest growing fintech, Revolut.

About the Role

We’re looking for a Customer Success Manager with a strong accounting and financial modeling background to help our customers solve complex financial and operational challenges as they get started with LiveFlow. This role is ideal for someone who enjoys deep problem-solving, working closely with customers, and navigating ambiguity with confidence.

You’ll act as a trusted advisor to customers, leveraging your accounting expertise and analytical skills to help them succeed.

What You’ll Do
  • Partner closely with customers during their adoption phase to understand their accounting and financial workflows

  • Solve complex, often ambiguous customer challenges using strong analytical judgment

  • Build and review financial models to support customer use cases

  • Translate complex accounting concepts into clear, actionable guidance

  • Communicate effectively with stakeholders across finance and operations

  • Serve as a trusted problem-solver and subject matter expert

What We’re Looking For
  • Strong accounting background with advanced accounting knowledge; CPA, CFA, or investment banking experience preferred

  • Excellent financial modeling skills

  • Experience in investment banking, accounting, or a similarly rigorous financial role

  • Strong interpersonal and communication skills

  • Comfort operating in ambiguous, fast-moving environments

  • Customer-oriented mindset with a passion for problem-solving

Benefits
  • Competitive base salary (if applicable)

  • Substantial equity package

  • Health, dental, and vision insurance

  • Commuter benefits

  • 401(k)

  • All the latest tech you need; MacBooks, monitors, etc.

  • Monthly budget to spend on books and conferences to keep learning

  • Unlimited PTO policy

Interview Process
  1. Resume screen

  2. Phone Interview

  3. Take-home modeling exam

  4. Live modeling exam

  5. Final round (culture fit)

Top Skills

Accounting
Financial Modeling

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