Customer Success Manager - Finance - Remote

Overview

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management software. We are a fast growing, dynamic business with a global customer base and team.  Headquartered in Auckland, New Zealand, with team members in the United Kingdom, Canada, United States, and Australia, we are dedicated to helping thousands of lawyers worldwide run highly successful legal practices.

In Short

• Proven experience in the accounting or finance industries.
• Strategic account planning and customer success issue resolution.
• Develop and maintain customer relationships.
• Timely and accurate processing of incoming payments.
• Manage aged debt and implement strategies for overdue payments.
• Regular contact with customers regarding outstanding balances.
• End-to-end account receivable activities.
• Investigate disputes and process credit notes.
• Assess delinquent customer accounts.
• Collaborate across teams to achieve outcomes.

Requirements

• Strong communication skills.
• Ability to work under pressure.
• Experience in relationship management.
• Analytical problem-solving skills.
• Aptitude for learning and using new software.
• Customer-focused and empathetic.

Benefits

• Opportunity to make an impact in a successful cloud-based technology business.
• Work with a global team.
• Dynamic and fast-growing environment.