Customer Success Manager

Job Description

Job Description

Octagon Talent Solutions is a full-service technology recruitment and staffing company based in South Florida. We humanize technical recruitment by identifying candidates' long-term career goals and assessing cultural fit when presenting opportunities. Our focus on long-term relationships helps ensure placements that last.

Job Overview :

We're seeking a remote, dynamic Customer Success Manage r based in Fort Lauderdale, Florida. As our Customer Success Manager, you'll be the bridge between our advanced AI bookkeeping technology, ensuring the successful implementation and adoption of our automated solutions.

Key Responsibilities :

• Guide end-users through the implementation of automated systems, ensuring seamless integration with existing business processes
• Leverage your accounting or business expertise to optimize automated workflow solutions and management systems
• Monitor and analyze client usage patterns of AI-driven features to identify opportunities for enhanced automation and efficiency
• Collaborate with our technical team to translate client accounting needs into platform improvements
• Provide strategic guidance on best practices for automated bookkeeping and accounting workflows
• Lead training sessions on utilizing the platform for onboarding and aI-enabled systems
• Maintain high client satisfaction and retention through proactive account management and regular business reviews

Required Qualifications :

What We Offer :