Remote Bookkeeping Customer Success Manager Job Vacancy at Dialed In Bookkeeping | Free Equipment | Auz Hours
About the Role
As a Customer Success Manager (CSM), you’ll be point person of our relationships with 50-100 bookkeeping clients and the driving force behind your team of 3-5 Account Managers (our frontline bookkeeper role).
You’ll balance the art of people leadership with deep client partnership — ensuring our bookkeeping clients not only get great results, but truly understand and trust the financial picture we help them build.
This is a role for someone who thrives in ambiguity, loves solving problems that don’t have a playbook yet, and can hold their own in a conversation with both a confused small business owner and a seasoned CFO.
What You’ll Do
Client Relationships You’ll own a portfolio of client relationships from the ground up — holding regular monthly or semi-annual check-ins, sending thoughtful month-end financial overviews, and proactively building the kind of trust that makes clients stay for years. When a client’s needs evolve, you’ll be the one designing new processes to meet them there.
Team Leadership You’ll manage and develop a team of Account Managers — the frontline bookkeepers who execute the day-to-day work. That means coaching, training, and being the person they come to when they hit a wall. You set the standard, and you help them rise to it.
Problem Solving Bookkeeping rarely goes exactly to plan. You’ll be the escalation point for complex, unusual, or first-of-their-kind issues — for both clients and your team. If nobody has figured it out yet, that’s your cue.
Process & Systems You’ll work across dozens of software platforms to maintain clean, consistent outputs for clients. When a gap exists, you’ll build the process to fill it.You Might Be a Great Fit If You…
- Have experience managing client relationships in an accounting, bookkeeping, or financial services firm where you worked across multiple clients dialy
- Have led or mentored a team and genuinely enjoy developing others
- Are comfortable navigating multiple software tools and learning new ones quickly
- Can translate financial information into clear, digestible language for non-accountants
- Are a self-starter who doesn’t wait for someone else to write the playbook
- Are hungry for a new challenge with a fast growing company
About Dialed In Bookkeeping
Dialed In Bookkeeping is a bookkeeping firm specializing in supporting the needs of the Home Service and Construction industries in the US and Canada.
Our special sauce is the development and maintenance of job costed bookkeeping systems.
We are a global, asynchronous, remote team that values autonomy, accountability, and a hunger to contribute and grow both for our clients and for our selves.
We have grown 100% or more in revenue each of the past 4 years, with a goal to do so again in 2026.
The Customer Success Manager role is integral to us hitting our goals, and we are excited to bring on another member of the DIB team.
Here are our hard requirements of our next CSM
- Available to work during normal US Business Hours
- Have led a team before
- Have worked with US based clients
- Proficiency in the English language
Benefits & Compensation
- Base salary of $2,000 – $3,000 USD depending on experience
- 2 Weeks of Paid Time Off
- Annual Home Office Reimbursement
- Completely Remote
How to Apply
Please apply by filling out the google form below
