Our client is a fast-growing SaaS provider shaking up the accounting industry with innovative solutions helping their clients eliminate the manual bottlenecks that accounting teams hate.
As our clients new Customer Success Manager, you will be the ultimate trusted advisor for their accounting firm clients. This is a dynamic, high-impact hybrid role blending structured onboarding, proactive account management, and live training delivery.
As the Customer Success Manager our client is looking to 2 different profiles however both would come from an accounting background.
Profile A: The Transforming Accountant
You currently work in a UK accounting practice or industry role, but you are ready for a career change. You know UK accounting systems inside out, you understand the seasonal pressures firms face, and you are the "go-to" tech person in your current office who loves setting up software like Xero or QBO.
Profile B: The Ambitious Early-Stage Customer Service Manager
You have 1–2 years of experience in SaaS Account Management or Customer Success in an Accounting related tech firm. You love onboarding new clients, tracking health metrics, and driving retention, and you are looking for a step up where you can take full ownership of a portfolio.
As the Customer Success Manager, you will be responsible for:
• Seamless Onboarding: Lead new accounting firms through a structured implementation process, handles internal configuration, and ensure they achieve immediate, real-world value on the platform.
• Proactive Account Management: Own a portfolio of firm accounts. Monitor usage data, build custom "Success Plans," and step in proactively to mitigate churn risks and uncover expansion opportunities.
• Dynamic Training & Enablement: Deliver engaging live training sessions and webinars. You will tailor your message across the firm—pitching efficiency gains to Partners, workflow management to Managers, and daily shortcuts to Preparers.
• Data-Driven Operation
As the Customer Success Manager, you will have:
• 1–2 years of experience in either UK Accounting/Practice OR SaaS Customer Success/Account Management.
• A strong, empathetic understanding of UK accounting workflows, compliance pressures, and deadlines.
• Outstanding communication skills—you must be comfortable commanding a room (or a Zoom call) and delivering clear training.
Highly Desirable:
• Hands-on experience with core accounting tech: Xero, QuickBooks Online (QBO), FreeAgent, or advanced Excel.
• Proven experience delivering webinars or training presentations to external clients.
• Exposure to cloud-based SaaS environments and client implementations.
What’s in it for You?
• 100% Remote Working: Work from anywhere in the UK with a flexible, autonomous environment.
• A Real Career Pivot: Transition seamlessly from accounting into tech with structured support and tool training (including Gainsight certification).
• High Impact: Join a fast-growing, collaborative team where your insights will directly shape our customer experience and content strategy.
By applying for this role, as a Customer Success Manager you are agreeing to your CV being held on our database, stored confidentially and securely. Your CV details will be used and kept only to provide recruitment services.
We will only send your details to clients once discussed with you and your data will not be shared with any other third party. You can ask for the deletion or correction of your data, or to opt out of this service at any point by informing Exact Sourcing. We very much look forward to hearing from you and will be reviewing all applications over the next 2 to 3 weeks.
If you are selected, we will be in contact and if not, we will be keeping your details on file for any future vacancies. Please follow us @ ExactSourcing or ‘like’ us on Facebook to keep updated with any future opportunities
Salary description
£50000.00 - £60000.00 per year