Junior Customer Success Manager at Weekday AI

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Junior Customer Success Manager at Weekday AI. 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.. 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. Company Location: India.