Customer Success Manager, Accounting - Remote

Overview

The Customer Success Manager, Accounting is responsible for ensuring product adoption, retention, and growth post implementation. They will employ their knowledge of R365, accounting best practices and the needs of customers to create success plans and provide delightful solutions.

In Short

• Develop long-term relationships with customers leading to high retention and customer satisfaction.
• Ensure customers are successful with the product following the launch date.
• Facilitate client meetings both in person and online.
• Act as liaison between customers, product managers, and executive management.
• Manage the customer experience and expectations.
• Track & drive customer health and Net Promoter Scores.
• Create playbooks & present calls to action.
• Reach assigned targets for customer KPI’s.
• Continuously improve customer experience.
• Serve as a Subject Matter Expert (SME) for accounting related topics.

Requirements

• 2+ years of experience in an accounting or bookkeeping role.
• 2+ years of experience in a customer facing role in a SaaS company.
• Ability to travel 10%.
• Proficient in Microsoft Office; Outlook, Excel, Word, and PowerPoint.
• Collaborative and flexible working style.
• Ability to teach and coach effectively.
• Strong organization and time-management skills.
• Strong technical aptitude with experience communicating across multiple platforms.

Benefits

• This position has a salary range of $70,000 - $98,000/year + commission.
• Comprehensive medical benefits, 100% paid for employee.
• 401k + matching.
• Equity Option Grant.
• Unlimited PTO + Company holidays.
• Wellness initiatives.