Customer Success Manager

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 Manager 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:

• Bachelor's degree in Accounting, Finance, or related field, or equivalent combination of education and experience.
• 3+ years of accounting or business administration experience
• 2+ years of customer success experience in a SaaS or AI-driven technology environment
• Strong understanding of automated systems and AI-powered financial tools
• Excellence in project management and client relationship building
• Experience with QuickBooks Online, Xero, or similar accounting platforms

What We Offer:

• Opportunity to shape the future of automated technology
• Professional development and growth opportunities
• Collaborative work environment with industry leaders
• Join us in transforming how STEM companies manage their operations through innovative AI-driven solutions. With ITRADE, you'll be at the forefront of automation technology while helping businesses achieve their goals.