Customer Success Manager- US Clients

We are looking for a confident and client-focused Customer Success & Product Demo Specialist to handle client onboarding, product demonstrations, relationship management, and post-sales support for our U.S.-based clients.

The ideal candidate should be comfortable speaking with international clients, explaining workflows clearly, conducting live demos, and ensuring a smooth customer experience from onboarding to ongoing support.

Key Responsibilities

Conduct live product demonstrations for prospective clients

Explain workflows, processes, and service offerings clearly

• Assist in onboarding new clients

Coordinate between clients and internal operations teams

Handle customer queries and provide timely resolutions

Maintain strong client relationships through regular follow-ups

Support sales and business development teams during client discussions

Track customer feedback and improve customer experience

Ensure high customer satisfaction and retention

Prepare reports, updates, and follow-up documentation

Requirements

Excellent spoken and written English communication

Strong presentation and demo-handling skills

Comfortable handling U.S.-based clients over calls and video meetings

Experience in Customer Success, Client Servicing, Demo Calling, or Account Management preferred

Confident personality with strong interpersonal skills

Comfortable working in U.S. shift timings

CRM or client management tool experience preferred

Ability to explain processes in a simple and professional manner

Accounting/bookkeeping industry experience is a plus

Highlights

Conduct client demos, onboarding, and customer success operations for U.S.-based accounting clients.

Originally posted on Himalayas