About the job
About Our Client
Bookkeepers today often rely on outdated tools like Excel spreadsheets. A new all-in-one tool aims to revolutionize this process, improving workflow, client communication, error identification, and insightful reporting. Founded in 2021, this company has raised $6M in seed funding and is currently assisting thousands of bookkeepers and accountants in managing financials for startups and small businesses across the United States Of America. They are looking for someone to serve as the main point of contact for larger firms and guide them through the onboarding process.
What You'll Do
Onboarding Prospective Customers
- Conduct onboarding calls with prospective customers, training them to utilize the product, completing necessary technical implementation steps, and helping them realize value quickly.
- Collaborate with Account Executives to identify any potential issues that could prevent prospects from subscribing.
- Maintain a high conversion rate from Free Trial to subscribed customer (80-85%).
Expansion of Existing Accounts
- Proactively engage with accounts in your pipeline to ensure they are consistently achieving their goals, addressing inbound support inquiries in a timely manner.
- Identify challenges or roadblocks that may hinder accounts from fully adopting the complete feature set offered.
- Organize ongoing check-ins, team training calls, and Q&A sessions via Zoom.
- Develop and maintain customer education materials, including recording video feature overviews and writing user guides for content-driven email sequences.
- Drive expansion revenue from existing accounts in your pipeline (increase Monthly Recurring Revenue).
Internal Team Processes
- Stay informed about trending feature requests and areas of the product that could be enhanced, document customer feedback, and share insights with the rest of the team to inform the product roadmap.
- Document best practices and create templates for customer engagement at key milestones for various user personas.
- Assist the team in optimizing internal processes to reduce friction and enhance customer success.
- Take on additional projects that align with your interests and help propel the team forward.
Who You Are
- 2-3 years of experience in a customer-facing role at an early-stage SaaS startup.
- Ability to convey complex concepts in a clear and straightforward manner, both in written and verbal communication.
- Strong attention to detail, thoughtfulness, and a customer-centric mindset.
- Genuine enthusiasm for process improvement, documentation, and enhancing operational efficiencies.
- Familiarity with modern SaaS technologies, such as Slack, Notion, Hubspot, and/or Salesforce.
- Accounting or finance experience is preferred; a strong interest in learning about the field is essential.
Benefits
- Competitive pay and equity.
- Unlimited PTO.
- Health, dental, and vision insurance.
Compensation
$80K – $100K • Offers Equity • Offers Bonus
