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