Top Customer Success & Experience Jobs in San Francisco, CA

Own accounting platform deployments from late-stage handoff through post-launch stabilization. Partner with controllers, CFOs, and finance teams to scope workflows, configure chart of accounts, vendors, entities, and transaction mappings, validate client data, manage migration and reconciliation, train users, and drive adoption. Build repeatable implementation playbooks and work with Product and Engineering to improve accounting workflows at scale.

The Customer Training Specialist will onboard clients, deliver training sessions, gather feedback, and advocate for client needs while enhancing training approaches.

Lead accounting-focused implementations from sales handoff through post-launch stabilization. Partner with Controllers/CFOs to scope workflows, configure chart of accounts, vendor and bank setups, manage data migration, validate financials, run trainings, and build repeatable playbooks. Drive cross-functional decisions, ensure operational readiness, and scale accounting implementation processes across multiple clients.

The Customer Success Manager will manage client relationships, ensuring product adoption and satisfaction while coordinating with internal teams to address issues and enhance user experiences.

The Customer Education Specialist will onboard clients, conduct training sessions, gather feedback, and ensure effective use of products, collaborating with internal teams to enhance user experience.