At ITRADE STEM, we help create jobs and support the future of industries like space, technology, energy, and manufacturing. We do this by creating programs that teach skills and support sustainable growth. Join us on our mission to Redefine STEM!

Job Overview:

We're seeking a remote, dynamic Customer Success Manager based in Fort Lauderdale, Florida. ****As our Customer Success Manager, you'll be the bridge between our advanced AI bookkeeping technology, ensuring the successful implementation and adoption of our automated solutions.

Key Responsibilities:

Guide end-users through the implementation of automated systems, ensuring seamless integration with existing business processes

Leverage your accounting or business expertise to optimize automated workflow solutions and management systems

Monitor and analyze client usage patterns of AI-driven features to identify opportunities for enhanced automation and efficiency

Collaborate with our technical team to translate client accounting needs into platform improvements

Provide strategic guidance on best practices for automated bookkeeping and accounting workflows

Lead training sessions on utilizing the platform for onboarding and aI-enabled systems

Maintain high client satisfaction and retention through proactive account management and regular business reviews

Required Qualifications:

Bachelor's degree in Accounting, Finance, or related field, or equivalent combination of education and experience.

3+ years of accounting or business administration experience

2+ years of customer success experience in a SaaS or AI-driven technology environment

Strong understanding of automated systems and AI-powered financial tools

Excellence in project management and client relationship building

Experience with QuickBooks Online, Xero, or similar accounting platforms

What We Offer:

Opportunity to shape the future of automated technology

Professional development and growth opportunities

Collaborative work environment with industry leaders

Join us in transforming how STEM companies manage their operations through innovative AI-driven solutions. With ITRADE, you'll be at the forefront of automation technology while helping businesses achieve their goals.