Customer Success Manager
full-time
About this role
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
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
Resume screen
Phone Interview
Take-home modeling exam
Live modeling exam
Final round (culture fit)
What you'll do
- The Customer Success Manager will partner closely with customers to understand their accounting and financial workflows and solve complex challenges. They will act as a trusted advisor, leveraging their expertise to guide customers effectively.
About LiveFlow
Meet your finance team's new superpower: LiveFlow eliminates the endless hours of manual financial reporting that keep CFOs and their teams stuck instead of driving strategic value. By automating your month-end close process from days to minutes, LiveFlow acts like your highest-performing analyst who works 24/7 with perfect accuracy. Not only does this free your team from the monthly close chaos, but it also means you can finally focus on what you actually became a CFO for – delivering insights that move your business forward.
Ready to join LiveFlow?
Take the next step in your career journey
Frequently Asked Questions
What does a Customer Success Manager do at LiveFlow?
As a Customer Success Manager at LiveFlow, you will: the Customer Success Manager will partner closely with customers to understand their accounting and financial workflows and solve complex challenges. They will act as a trusted advisor, leveraging their expertise to guide customers effectively..
How do I apply for the Customer Success Manager position at LiveFlow?
You can apply for the Customer Success Manager position at LiveFlow directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.