Customer Success Manager
FinallyBoca Raton
Posted January 22, 2026
Full Time
About the Company
Finally is a rapidly expanding fintech firm dedicated to empowering small and medium-sized businesses by automating their accounting and finance functions. The company delivers end-to-end bookkeeping solutions, integrates seamlessly with leading platforms such as QuickBooks and Xero, and offers cash- and accrual-based accounting, corporate credit cards, and expense-management tools. By combining cutting-edge technology with a deep understanding of SMB pain points, Finally streamlines financial workflows, reduces manual effort, and provides real-time insights for smarter decision-making. Its mission-driven culture and commitment to continuous innovation make it an attractive workplace for professionals who want to shape the future of business finance.
Job Description
Finally is a fintech company looking for a Customer Success Manager to manage a portfolio of SMB customers using their corporate cards and expense platform. The ideal candidate will have 2-4 years of experience in Customer Success, Account Management, or Sales and be able to build trust with customer stakeholders, explain financial concepts, and use data to drive adoption and retention.
Requirements
- 2–4 years of experience in Customer Success, Account Management, or Sales
- Results-oriented with experience managing a portfolio of accounts
- Comfortable using data and trends to drive adoption and retention
- Tech-forward with experience working with modern tools and AI-powered workflows
Benefits
- Health insurance
- Dental insurance
- Employee stock purchase plan
- Paid time off
- Vision insurance
