Customer Success Manager - Accounting Solutions

OUR ORIGIN STORY 🎂

In 2011 SkySlope started as an idea born at the kitchen table of our CEO, with just him and two others. Headquartered in Sacramento, California, we have since grown out of our previous 3 offices and many of our close to 150 employees are spread all across the United States. Those 150 employees support close to 300,000 users across 5,000 offices nationwide and now in Canada as well. Included in that is 8 out of the 15 largest Real Estate Brokerages in the nation.

But, despite being happy with what we’ve achieved we know that as industry leaders in our space there’s a lot of work left to be done. All of the growth and success that has happened is a result of us obsessing over building cutting edge software that makes the Real Estate world a better place. We know this only happens by hiring people who don’t just come up with out of the box ideas but hiring people who actually see those ideas through and bring them to life. As we’ve grown, we’ve been fortunate enough to hire plenty of people who possess that quality and realize it’s equally important to hire people who can pair that skill with empathy, collaboration, and a keen sense of urgency. If you’re looking to join a company where you can have real impact and surround yourself with an incredible team of people then look no further.

SKYSLOPE’S CORE VALUES 💪🏻

These are the principles that helped us get to where we are and they are the principles that will guide us to where we want to go in the future. You can apply them to your professional life, your personal life, to any business and any situation. In no specific hierarchy, our core values are:

Awareness | Execution | Obsession | Ownership | Humility | Radical Candor | Urgency | Greatness | Inches I Fun

Learn more about our core values from our CEO, Tyler Smith here!

The Customer Success Manager - Accounting Solutions supports internal stakeholders and SkySlope Books customers by providing expert guidance on accounting workflows, performing data reviews, assisting with troubleshooting, and delivering exceptional customer support. The primary goal of this role is to drive customer success and retention by ensuring users are confident and successful in managing their financial operations within SkySlope Books.

• Act as a subject matter expert on SkySlope Books accounting workflows, features, and best practices
• Serve as a point of contact for escalations and lead special process mapping related to accounting workflows and customer needs
• Collaborate closely with Product and Engineering teams to escalate and resolve bugs, provide customer feedback, and support new feature rollouts and roadmap changes. 
• Provide tailored recommendations and solutions to improve customer bookkeeping practices within the platform
• Manage advanced customer inquiries related to commission structures, transaction workflows, accounting mappings, and system configuration without requiring escalation to management
• Conduct regular account health reviews to identify gaps in product adoption or accounting process execution
• Perform transactional data audits to ensure system accuracy and flag any inconsistencies
• Contribute to knowledge base documentation, training guides, and customer tutorials as needed
• Maintain strong records of customer interactions, case management, and action plans within internal systems
• Support upsell and expansion efforts by identifying additional product needs, such as add-on services or higher-tier support

• Strong technical accounting knowledge (accounts receivable, accounts payable, ledger balancing, reconciliation)
• High attention to detail and data accuracy
• Excellent verbal and written communication skills
• Problem-solving and analytical thinking
• Customer service mindset with a proactive attitude
• Ability to manage multiple priorities efficiently
• Confidence in communicating with brokerages, bookkeepers, and executive clients
• Adaptability to shifting processes and platform changes
• White-glove customer experience mindset

• Minimum 4 years of accounting, bookkeeping, or financial operations experience (preferably in a SaaS, real estate, or brokerage environment) or a degree in accounting or finance. 
• Experience using accounting software (QuickBooks, Xero, NetSuite, Lone Wolf, BrokerMint, or similar) preferred
• Tax filing/1099 filing knowledge and experience
• Prior experience with real estate accounting strongly preferred

Perks & PTO 🌴

- $1000 referral bonuses

- 15 PTO days per year

- 16 paid holidays per year (5 floating to be used at any time)

- Paid day off on your birthday

- 5 Days Paid Bereavement Leave

- 6 Weeks Paid Parental Leave

- Waldorf University discounts and perks

- Child literacy assistance program discounts

- Discounts on wireless, car, rentals, hotels, and more...

Insurance Offerings 👩‍⚕️

- Medical, Dental, and Vision Insurance

- Short and Long Term Disability Insurance

- Accident insurance, Critical Illness, Hospital indemnity

- Company-paid Life Insurance

- Flexible Spending Account (FSA)

- Health Spending Account (HSA)

- Pet Insurance

Retirement and Investment 💸

- 401k + match

- Employee Stock Purchase Plan opportunities

SkySlope, is an Equal Opportunity employer. All qualified applicants will receive

consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status,

national origin, sexual orientation, gender identity or expression (including transgender status), genetic

information or any other characteristic protected by applicable law.

We sincerely thank you for taking the time to review our open positions and hope you'll take the time to submit a concise and thoughtful application.

Still thinking about applying? Waiting to hear back from us? Check out our social media in the meantime!

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