Overview




You should be an individual who strives for personal achievement and has a passion for helping others. Your career goals are aggressive, and you want to be apart of something that makes an impact. You are tech-savvy, proactive, and continually looking for ways to challenge and expand your knowledge.

You can operate and complete tasks in a fast-paced environment. You know how to focus and prioritize your attention to get the job done.

Bookkeeper360 is a fintech accounting solution for small businesses. Bookkeeper360’s product offerings include SaaS business intelligence tools and tech-enabled accounting, advisory, back-office, payroll, and tax services provided by its 100% U.S. Based team of CPA’s and accounting experts.

We have been recognized by Inc 5000 Fastest Growing Companies for the past three consecutive years and in 2020, Bookkeeper360 has been awarded as an Inc. 5000 Best places to work.

Benefits and perks we offer our team includes:

  • Weekly Training
  • Collaborative team-based work environment (100% remote during the pandemic)
  • Competitive Salary and Performance-Based Incentives
  • Paid Time Off, Medical, Dental and Vision Benefits, and 401K
  • Career ladder and advancement opportunities – company policy of promoting from within

 

Duties for Customer Success Manager

We’re seeking a talented Customer Success Manager to join our team on a full-time basis. As a Customer Success Manager, you will be responsible for the overall health and retention of our customers using the Bookkeeper360 App. This person must be versatile, as they’ll interact with different customers every day while working closely with multiple departments. If you pride yourself on building relationships with anyone, creating an exceptional customer experience, and want to be a part of a fast-growing tech company, please apply.

What You’ll Be Doing

  • Own relationships with customers, including increasing adoption, ensuring retention and maintaining satisfaction.
  • Prepare and conduct product webinars and training.
  • Developing and maintaining a strong rapport with customers, both new and current.
  • Work alongside our marketing team to create effective campaigns.
  • Utilize our support system to track and document all activities and reports.
  • Work with customers to establish critical goals, key performance indicators and aid the customer in achieving their goals.
  • Help to generate ideas for new features, campaigns, and cater to the unique needs of our customers.

 

Qualifications for Customer Success Manager

  • Prior experience in Customer Success or equivalent experience in increasing customer satisfaction, adoption, and retention.
  • Prior experience in either FinTech, Accounting, SaaS is required.
  • Prior experience with Intercom, Salesforce CRM, Stripe a plus.
  • Prior experience working with Small Business customers a plus.
  • Proven track record of managing customer escalations, balancing customer expectations and negotiating successful resolutions.
  • Proven ability to manage multiple projects simultaneously while maintaining strict attention to detail.
  • Ability to interact with customer teams at various levels of technical and non-technical depth.
  • Being comfortable with presenting in front of large audiences.
  • Outstanding analytical, problem-solving, organization, prioritization, and multitasking skills.
  • You flourish in a high-growth tech environment and adapt well to change.
  • Passionate self-starter with a drive to win.
  • Strong technical skills or the ability to learn quickly.
  • Excellent written and verbal communication skills.
  • Proficiency in Google Docs or Microsoft Office.


Compensation:

Starting at $55,000 and up based on experience

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Retirement plan
  • Vision insurance
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Retirement plan
  • Vision insurance