Customer Success Manager
Hybrid (Austin;Remote), Remote$80k - $100kFull-timePosted 11mo ago
About the role
Customer Success Manager role at Keeper/Double focusing on onboarding, adoption, and expansion for bookkeepers using Keeper’s all-in-one tool.
Responsibilities
- Onboarding Prospective Customers: conduct onboarding calls, train users, complete technical implementation steps, and help customers realize value quickly; coordinate with Account Executives to identify red flags; maintain 80-85% conversion from Free Trial to subscribed customer
- Expansion of Existing Accounts: proactively reach out to pipeline accounts to ensure goals are met; identify barriers to success; facilitate check-ins, training calls, and Q&A via Zoom; create/maintain customer education materials; drive expansion revenue (increase MRR)
- Internal Team Processes: document customer feedback and feature requests for product roadmap; create templates for customer engagement; help optimize internal processes; take on additional projects
Qualifications
- 2-3 years of experience in a customer-facing role at an early stage SaaS startup
- Ability to articulate complex concepts clearly in written and verbal communication
- Knack for process improvement, documentation, and operational efficiencies
- Familiarity with Slack, Notion, Hubspot and/or Salesforce
- Accounting/finance experience is preferred; interest in learning the space is required
Skills
Required:OnboardingAccount ExpansionCommunicationCustomer success tooling
Benefits
- Competitive pay and equity
- Unlimited PTO
- Health, dental, and vision insurance
Last updated Jul 15, 2026. Interested? Apply on the company site.

About Double (formerly Keeper)
We make software for bookkeepers.
Double makes software to help bookkeepers manage their clients' back-office. We write the same kind of software that venture-backed bookkeepers like Pilot write internally, but instead of doing bookkeeping, we sell that software to the 1.5M bookkeepers across the US.
fintechsaasb2b
More open roles at Double (formerly Keeper)
- Implementation Specialist11mo agoHybrid (Austin, TX)
- Sales Development Representative11mo agoHybrid (Austin, TX) · Sales
