Customer Success Manager
Worth AI · Fintech & payments
Remote (US); offices in Orlando, FL
CSMStartup
Still open · posted 21 days ago
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Customer Success Manager
Clark · Fintech & payments
On-site in New York City; must live near New York City (5 days a week on-site, no remote or hybrid)
Customer success$125k–$155k base · $150k–$185k OTE
Opens the job on Clark's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Own live CPA-firm customers of an AI audit platform, tracking health and adoption, running QBRs and driving renewals and expansion.
Pay
$125k–$155k base · $150k–$185k OTE
$125k-$155k base plus $25k-$30k commission, plus equity
Where you work
On-site in New York City; must live near New York City (5 days a week on-site, no remote or hybrid)
Selling to
CPA firms
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
3+ years
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at ClarkWe found 2 current reps: 2 AEs. SDRs reply the most; they were in your shoes recently. See them ↓
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what Clark sells.
- 3Have a 15-minute chatGood questions for this role:
- What does a normal day look like for you?
- How did you land the job? What stood out in your interviews?
- The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
- How is the team doing on quota? What separates the people who hit it?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the Clark cheat sheet and the role-play guide.
Talk to someone at Clark before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
About Clark
Every audit answers one question: can I trust this? For 150 years, people have answered it by hand. Clark is changing that.
We build AI that doesn’t just assist auditors. It does the audit work itself. More than 35 CPA firms already use Clark to run audit fieldwork faster and at equal or better quality. Audit is where we start. Our mission is to build the trust infrastructure layer for the AI economy, and we’re only getting started.
We’re a small, hard-working team backed by top investors. We take ownership and judge ourselves by results. If you want to change how an entire profession works, you’ll fit in here.
The Role
We are hiring Customer Success Managers to own customer health, renewals, and adoption across Clark's live customer base.
You will work closely with the Head of Customer Success, Audit Engineers, Product, and Sales to make sure customers adopt Clark successfully, reach value quickly, and continue expanding their use of the platform.
Why This Role Matters
Clark's customers are adopting AI in critical workflows. Strong customer success ensures they do so with confidence.
The CSM role protects the live base, identifies risks early, drives adoption, and ensures customers receive ongoing value from Clark.
What You'll Do
Own day-to-day customer relationships after onboarding
Track customer health, adoption, renewals, and expansion signals
Run regular customer check-ins and QBRs
Coordinate with Audit Engineers on workflow questions and customer feedback
Identify customer risks and escalate appropriately
Partner with Sales on expansion opportunities
Partner with Product on recurring customer needs
Maintain strong account documentation and internal visibility
Help build repeatable CS playbooks and customer health processes
Who You Are
3+ years of customer success, account management, implementation, or consulting experience
Experience in B2B SaaS or workflow-heavy customer environments
Strong communication and relationship-building skills
Highly organized and proactive
Comfortable managing multiple customers and stakeholders
Strong customer empathy and commercial awareness
High ownership and follow-through
Bonus
Experience in accounting, audit, compliance, fintech, or professional services
Experience with AI-native products or workflow automation
Experience working with enterprise or mid-market customers
Experience supporting renewals, expansion, or onboarding
Experience at a fast-moving startup
