Casebook PBC
The Customer Success Manager at CAS serves as the primary point of contact for US accounting firms and businesses, managing the entire client lifecycle from initial onboarding through long-term growth. This full-time independent contractor role focuses on building strong client relationships, ensuring satisfaction, and driving service improvements through proactive communication and structured processes. The position requires a client-first mindset with strong organizational skills to support clients in building remote finance teams.
Headquarters
New York, New York, United States
Company Size
11-50 employees
Founded
2018
Casebook is human services software configurable to your needs. Changing human & social services by developing configurable software.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Casebook PBC.