Layer Financial Technologies
Fintech & PaymentsDirect Ashby career site

Customer Success Manager

Location
Remote (US)
Job type
Full-time
Level
Mid-level
Experience
2+ years
Listed
30 days ago

Skills & highlights for this role

  • bookkeeping fundamentals
  • customer onboarding
  • live video support

The Role

As a Customer Success Manager at Layer, you’ll help small businesses get set up on our bookkeeping service smoothly and serve as their ongoing point of contact. You’ll leverage your bookkeeping knowledge to answer users’ questions, troubleshoot issues, and provide an exceptional customer experience.

In this role, you will

  • Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup (bank/credit card connections, historical bookkeeping needs, etc.).
  • Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically.
  • Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs.
  • Collaborate with other Layer teams to improve workflows and surface product feedback based on recurring customer needs.
  • Exceed partner and customer expectations by providing thoughtful, proactive, and detail-oriented support.

Skills & Experience

Many backgrounds could fit this role, but ideal candidates will have some or all of the following:

  • 2+ years of experience in a customer-facing (support, onboarding, etc.) or bookkeeping role
  • Familiarity with small business bookkeeping fundamentals and basic financial concepts
  • Strong live communication and active listening skills
  • Excellent written communication skills
  • Strong attention to detail and ability to manage multiple tasks simultaneously
  • An ownership and growth mindset

About Layer

Over the last decade, a vibrant ecosystem of SMB software tools has emerged to help SMBs manage and run their businesses. These tools help SMBs with everything from payments to payroll, but accounting has lagged behind. Small business owners are still struggling with disconnected, generic, accounting software and expensive bookkeepers.

At Layer, we’re building a new kind of accounting software and bookkeeping that lives within the existing software tools SMBs use every day. Our platform allows software companies to quickly launch modern accounting software and bookkeeping services to their SMB customers, eliminating the need for them to use legacy accounting tools or bookkeepers.

Read the original posting

From Layer Financial Technologies's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

Where is the Customer Success Manager job at Layer Financial Technologies located?

Yes, this Customer Success Manager opening at Layer Financial Technologies is listed as Remote (US). Always check Layer Financial Technologies's application page for specific state eligibility or relocation policies.

What qualifications are required for Customer Success Manager at Layer Financial Technologies?

For the Customer Success Manager role, Layer Financial Technologies highlights 2+ years of relevant experience; experience with bookkeeping fundamentals, customer onboarding, live video support. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Customer Success Manager position at Layer Financial Technologies?

This listing links directly to Layer Financial Technologies's Ashby application page. You can apply directly on Layer Financial Technologies's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.

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