Customer Success Manager (Accounting and Fintech APIs)

Posted 7 Days Ago
Hiring Remotely in New York, NY, United States
Remote or Hybrid
100K-120K Annually
Junior
Cloud • Enterprise Web • Fintech • HR Tech • Information Technology • Software
The Role
Manage onboarding and implementation for B2B SaaS and fintech customers using accounting and financial-data APIs. Map customer needs to accounting data models, troubleshoot integrations with developers, investigate API and connector issues, monitor customer health, support renewals, and translate feedback into product improvements. The role also contributes to customer success playbooks, tooling, and AI-enabled processes.
Summary Generated by Built In

Apideck builds Unified APIs: one integration that lets SaaS and fintech companies connect to the accounting, ERP and HR systems their customers use (QuickBooks, NetSuite, Xero, Exact, Sage and many more). Teams such as JobNimbus and Airbnb use Apideck so their own customers can connect their books in a few clicks.

You'll own the customer side of that: from a customer's first API call to production traffic. This is a mid-level role.

What you'll do

  • Run onboarding and implementation for a portfolio of vertical SaaS and fintech customers
  • Map what a customer's product needs onto our accounting data model: invoices, journal entries, ledger accounts, tax rates, and how connectors differ
  • Debug integration issues with the customer's developers, then hand engineering a reproduction and a hypothesis
  • Watch customer health and act before a renewal is at risk
  • Turn what customers tell you into product input, especially on connectors and fields
  • Help build our customer success playbook and tooling, with AI where it helps

What you bring

  • 3+ years in a customer-facing B2B SaaS or fintech role (CSM, solutions engineer, technical account manager, implementation)
  • Working knowledge of accounting or financial data; you don't need to be an accountant
  • You can read API docs, trace a failed request in logs, understand OAuth, and explain a data model to a developer
  • Clear, friendly writing: most of our customer contact is async
  • Hands-on time with QuickBooks, Xero, NetSuite, Exact or Sage is a plus

What we offer

  • Base salary $100,000 to $120,000 plus equity
  • Remote or hybrid in New York, with a co-working space
  • A small team where your feedback changes the product
  • Working hours that overlap with the end of the Central European day and the US East Coast working day

Skills Required

  • 2+ years in a customer-facing B2B SaaS or fintech role, such as customer success management, solutions engineering, technical account management, or implementation
  • Working knowledge of accounting or financial data
  • Ability to read API documentation, trace failed requests in logs, understand OAuth, and explain data models to developers
  • Clear, friendly written communication
  • Hands-on experience with QuickBooks, Xero, NetSuite, Exact, or Sage
Am I A Good Fit?
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The Company
30 Employees

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