About the Role As a Customer Success Manager (CSM), you'll be point person of our relationships with 50-100 bookkeeping clients and the driving force behind your team of 3-5 Account Managers (our frontline bookkeeper role). You'll balance the art of people leadership with deep client partnership — ensuring our bookkeeping clients not only get great results, but truly understand and trust the financial picture we help them build. This is a role for someone who thrives in ambiguity, loves solving problems that don't have a playbook yet, and can hold their own in a conversation with both a confused small business owner and a seasoned CFO. What You'll Do Client Relationships You'll own a portfolio of client relationships from the ground up — holding regular monthly or semi-annual check-ins, sending thoughtful month-end financial overviews, and proactively building the kind of trust that makes clients stay for years. When a client's needs evolve, you'll be the one designing new processes to meet them there. Team Leadership You'll manage and develop a team of Account Managers — the frontline bookkeepers who execute the day-to-day work. That means coaching, training, and being the person they come to when they hit a wall. You set the standard, and you help them rise to it. Problem Solving Bookkeeping rarely goes exactly to plan. You'll be the escalation point for complex, unusual, or first-of-their-kind issues — for both clients and your team. If nobody has figured it out yet, that's your cue. Process & Systems You'll work across dozens of software platforms to maintain clean, consistent outputs for clients. When a gap exists, you'll build the process to fill it. You Might Be a Great Fit If You... Have experience managing client relationships in an accounting, bookkeeping, or financial services firm where you worked across multiple clients dialyHave led or mentored a team and genuinely enjoy developing othersAre comfortable navigating multiple software tools and learning new ones quicklyCan translate financial information into clear, digestible language for non-accountantsAre a self-starter who doesn't wait for someone else to write the playbookAre hungry for a new challenge with a fast growing company About Dialed In Bookkeeping Dialed In Bookkeeping is a bookkeeping firm specializing in supporting the needs of the Home Service and Construction industries in the US and Canada. Our special sauce is the development and maintenance of job costed bookkeeping systems. We are a global, asynchronous, remote team that values autonomy, accountability, and a hunger to contribute and grow both for our clients and for our selves. We have grown 100% or more in revenue each of the past 4 years, with a goal to do so again in 2026. The Customer Success Manager role is integral to us hitting our goals, and we are excited to bring on another member of the DIB team. Here are our hard requirements of our next CSM Available to work during normal US Business HoursHave led a team beforeHave worked with US based clientsProficiency in the English language Benefits & Compensation $3,000 USD per month 2 Weeks of Paid Time OffCompensation Bonus Structure after Onboarding PeriodAnnual Home Office ReimbursementCompletely Remote Please Include in Your Application! Updated Resume PDF1 minute video (camera on) introducing yourself (in English) and letting us know why you are interested in the position. We recommend using the tool Loom to record the video, then embedding the link somewhere in your pdf resume or during the application process. Or if you can figure it out DM or email the hiring manager Ben with your PDF resume and Video Link. IF YOU DO NOT DO THE ABOVE TWO THINGS YOU WILL BE IMMEDIATELY DISQUALIFIED