Customer Success Manager - onboarding (remote)
Clearpath Pine Financial Group · Remote · contract
Clearpath Pine Financial Group is looking for a Customer Success Manager. The job centres on onboarding for vendor spend, and it would suit someone who likes steady, practical work.
You would work closely with colleagues in operations, support and management.
What you will do
• Look after a portfolio of customer accounts from setup through renewal.
• Record feedback and help shape what we improve next.
• Coordinate with support, billing and operations on vendor spend issues.
• Prepare simple reviews showing what the customer gets from us.
• Check in regularly, listen for problems and fix them quickly.
What we are looking for
• Two or more years in customer success, account management or service.
• Comfort with a CRM and simple reports.
• Excellent communication and follow-through.
Nice to have
• Experience with customer onboarding.
• Ability to explain technical topics simply.
Working arrangement
• Contract for three months, with the possibility of becoming permanent.
• Fully remote, with a monthly team day in Nashville.
• Applications are reviewed on a rolling basis.
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