An outsourced B2B sales and customer success firmHiring

Customer Success Manager - QuickBooks

  • Remote, United States
  • Lead
  • Posted 6 days ago
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In one line

Remote customer success role managing a book of mid-market accounts for a payments and accounting product, focused on adoption, renewals and growth.

About the role

Owns retention and expansion for high-value accounts using a client's payment processing, lending and cash flow tools. Work blends consultative advice, success planning and commercial judgment.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Lead
Skills
Payment processing, Customer success, Account management
Posted
29 Oct 2026
Last checked
1 Nov 2026

What you will do

  • Manage a dedicated portfolio of mid-market customers and own their long-term success.
  • Run proactive outreach and training so accounts adopt payments products fully.
  • Schedule business reviews to reset goals and agree next steps.
  • Watch customer health data and build plans to reduce churn risk.
  • Spot upsell and cross-sell chances from account activity and usage data.

What they look for

  • Experience with payment processing, money movement or similar financial products.
  • A track record in customer success or a related post-sales role.
  • Comfort building relationships with decision-makers across several customer teams.
  • Ability to read usage data and turn it into action.

How Keywordise applies for you

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  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
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How to connect

Questions about this job

Is this job fully remote, and from where?

Yes. The posting lists Customer Success Manager - QuickBooks as a remote role for candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a lead role. The posting asks for: experience with payment processing, money movement or similar financial products; a track record in customer success or a related post-sales role; comfort building relationships with decision-makers across several customer teams. Skills it names include Payment processing, Customer success, Account management.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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