About the Role
As part of our ongoing commitment to excellence and global talent solutions, Adlecta is expanding its Business Process Outsourcing (BPO) services to support companies worldwide. We are currently hiring on behalf of Levvy, a U.S.-based, technology-driven company building a modern practice management platform - an operating system for accounting and advisory firms. Levvy replaces the dozens of disconnected apps firms juggle per client and captures the knowledge that usually lives in employees' heads: client nuance, evolving workflows, and full visibility for staff and owners. It's an early-stage startup competing with Karbon, Canopy, and TaxDome, and it integrates with tools firms already use like QuickBooks and Xero.
The Role
This is Levvy's first dedicated Customer Success hire - a customer-facing role that owns everything after the sale. Onboarding and support are handled today by the Founder and Head of Product; it works, but it doesn't scale. You'll own the post-sales experience end to end: onboarding new firms, supporting existing ones, driving adoption, and building the CS function as we grow.
It's also more than traditional CS. Many customer conversations aren't about how to use Levvy - they're about helping firms rethink their processes, design workflows, and adopt best practices. You'll be part consultant, part guide, and the customer's familiar face throughout. You'll report to the Founder and Director of Sales as the solo owner of this function.
What You'll Do
Own onboarding end to end (currently three structured one-hour calls)
Serve as the ongoing point of contact - answer questions and resolve issues fast
Consult, don't just support: help firms map processes, build workflows, and adopt best practices
Become a product expert who can teach customers and run demos
Drive adoption and prevent churn - monitor usage, re-engage accounts, clear roadblocks
Spot expansion opportunities (e.g. new teams within a firm) without acting as a salesperson
Be the voice of the customer - capture feature requests and patterns,



and shape the roadmap with Product
Keep customers current on new features and ensure they're adopted
Build and refine the CS playbook - processes, templates, and success metrics
What We're Looking For
Experience
CSM, onboarding, or support experience, ideally at a SaaS, practice management, or accounting-tech company (Karbon, Canopy, TaxDome, or adjacent tools like ClickUp or Asana)
Startup experience, ideally alongside time at a larger organization
Accounting fluency: time in an accounting/bookkeeping firm or an accounting/professional-services SaaS (B2B professional-services like law firms also works)
Skills
Consultative instinct - you explain, teach, and help customers rethink how they work
Self-directed builder who can define success and put processes in place, while staying coachable
Strong verbal and written communication; organized, reliable, high-ownership
Native or near-native English (required for this customer-facing role)
Nice-to-Haves
Hands-on QuickBooks or Xero experience (~99% of customers use one)
Experience at a direct or adjacent competitor (Karbon, Canopy, TaxDome, ClickUp, Asana)
HubSpot experience
Tools & Requirements
Google Workspace (Gmail, Drive) proficiency - Levvy is taught on the job
U.S. business-hours overlap (non-negotiable): Eastern ideal, Central fine, West Coast for the right person. No roles outside U.S. time zones.
Flexibility to flex hours occasionally for customer calls and early product calls
What We Offer
Work with an established U.S. business and a growing SaaS product
A friendly, collaborative, low-ego team
10 vacation days per year
A high-ownership role where you help shape how the function is built
Why Join Adlecta
Integral Exposure
– Work with international clients across accounting and advisory
Stability & Support
– Employed by Adlecta with structured HR and operational backing
Meaningful Work
– Contribute directly to Levvy's mission of modernizing how accounting and advisory firms operate
Career Growth
– Opportunity to grow into senior operations or team lead roles

📌 Customer Success Manager (Accounting Saas) (México)
🏢 Adlecta
📍 México