Customer Success Specialist at Mindlance in New York, NY
- Company: Mindlance
- Location: New York, NY
- Posted: Sep 23, 2026
- Type: Full-time
- Salary: $1-$25 per hour
- Experience: 5+ years
- Visa sponsorship available
Overview
Role: Customer Success Specialist Experience: 2–5 years Contract: 12 Months with possibility of hire (CTH) Location / Work Model Primarily remote. On-demand onsite presence may be required depending on business needs. Candidates based in Austin/Intuit/Deloitte locations or surrounding areas are advi…
Job description
- Role: Customer Success Specialist
- Experience: 2–5 years
- Contract: 12 Months with possibility of hire (CTH)
- Location / Work Model
- Primarily remote.
- On-demand onsite presence may be required depending on business needs.
- Candidates based in Austin/Intuit/Deloitte locations or surrounding areas are advised in case onsite presence is required.
- Training & Onboarding
- Intuit will provide product training.
- We are looking for a Customer Success Specialist with strong Customer Success Management capability, excellent client management and relationship-building skills, and bookkeeping/finance knowledge.
- The ideal candidate should have a balanced profile across Customer Success, customer relationship management, and finance/bookkeeping understanding. The candidate should be highly proactive, demonstrate strong ownership, and be comfortable managing a large customer portfolio.
- Each CSM will be mapped to approximately 150 customers/end clients, making strong portfolio management and customer engagement skills important.
Responsibilities
- Manage a customer portfolio of approximately 150 customers/end clients.
- Proactively connect with clients/customers rather than waiting for queues or instructions.
- Build and manage strong customer relationships.
- Identify opportunities and help drive account growth.
- Resolve client issues.
- Take ownership of the assigned customer portfolio.
- Handle bookkeeping and finance-related activities.
Requirements
- 2–5 years of experience.
- Strong Customer Success Management / customer-facing experience.
- Strong client management and relationship-building skills.
- Experience with bookkeeping.
- Proactive approach and ownership mindset.
- Strong portfolio management and customer engagement skills.
- Excellent communication skills.
Skills
Required
- Customer Success Management
- Client management
- Relationship-building
- Bookkeeping
- Portfolio management
- Customer engagement
- Communication
Benefits
- Health insurance
- 401(k)
- Dental Insurance
- Vision Insurance
- Referral Program
- Travel Allowances