Offer summary

Qualifications:

1-3 years of experience in accounting or audit, preferably at a CA firm., Currently pursuing or completed CA Inter or CA Final articleship., Solid understanding of Canadian or US accounting standards such as IFRS, ASPE, or US GAAP., Excellent communication skills, comfortable leading virtual meetings..

Key responsibilities:

Onboard and guide clients through platform adoption and workflow implementation.

Provide ongoing technical and accounting support to clients, troubleshooting issues.

Maintain and strengthen client relationships through regular check-ins.

Collaborate with cross-functional teams and contribute to documentation and product feedback.

Job description

This role is for one of the Weekday's clients

Min Experience: 1 years

Location: remote

JobType: full-time

We are seeking a Junior Customer Success Manager with a solid foundation in accounting and audit workflows to join our remote team. This role is ideal for someone transitioning from a CA firm or audit environment into a SaaS-enabled customer-facing role. You will be responsible for onboarding North American accounting firms, guiding them through platform adoption, troubleshooting technical and accounting queries, and driving long-term success.

Requirements

Key Responsibilities

Client Onboarding & Workflow Implementation

Conduct onboarding calls to assist clients in replicating their year-end engagement and working paper processes using platform templates.
Guide clients through trial balance imports, account mapping, and structuring compilations or review engagements.
Deliver training on key platform features including general ledger review, reconciliations, document automation, and financial statement builder tools.

Ongoing Support & Relationship Management

Act as the primary point of contact for assigned client accounts, handling technical and accounting-related support queries.
Troubleshoot issues involving data formatting, logic errors, mapping discrepancies, and reporting challenges.
Proactively monitor client engagement and usage, conducting regular check-ins to strengthen relationships.

Accounting Expertise & Technical Support

Leverage working knowledge of accounting tasks such as prepaid schedules, shareholder loans, reconciliations, interest calculations, and working paper preparation.
Provide guidance on complex accounting logic and contribute practitioner insights to product improvement discussions.

Collaboration, Feedback & Documentation

Document client feedback and issues in CRM tools like HubSpot.
Collaborate with cross-functional teams (product, engineering, and support) to relay user insights and drive product enhancements.
Contribute to internal and external knowledge bases, including creating documentation, user guides, and tutorial videos.

Required Qualifications

1–3 years of experience at a CA firm or in an accounting/audit role, working on year-end files, working papers, or compilations.
Cleared CA Inter or currently pursuing CA Final (Articleship completed or in progress).
Solid understanding of Canadian/US accounting standards (IFRS, ASPE, or US GAAP).
Excellent verbal and written communication skills; confident in leading Zoom calls and screen-share walkthroughs.
Availability to work 6 PM – 3 AM IST to align with North American clients.

Preferred Skills

Experience with North American accounting platforms such as QBO, Xero, Sage, or CaseWare.
Familiarity with CRM systems like HubSpot and tools such as Loom or Intercom.
Interest in SaaS, automation, and AI-driven accounting processes.
Strong attention to detail with a process- and solution-oriented mindset.

Key Skill Tags

FinTech · Accounting · Auditing · CA Inter · Compilations · SaaS · B2B · CRM (HubSpot) · North American Accounting · AI Tools · Client Onboarding · Technical Support

Required profile