Accounting Success Manager (SaaS)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Accounting Success Manager (SaaS): Onboarding and managing newly acquired clients for an AI-powered accounting platform with an accent on implementation and client satisfaction. Focus on designing software solutions tailored to customer needs and driving product adoption to mitigate churn.
Location: Hybrid (Los Angeles, CA) — Must be based in the US; Visa sponsorship is NOT available
Salary: $68,000 – $106,000 base pay
Company
is a leading AI-powered Accounting Transformation Platform designed by former accountants to automate complex recurring workflows.
What you will do
- Lead client launch calls and manage the implementation process and timeline for CAS customers.
- Consult clients on best practices and configure solutions that align with their specific needs.
- Organize client close checklists and reconciliations into customized mapping documents.
- Track account metrics and KPIs to drive product adoption and optimize account performance.
- Act as an internal liaison between Setup/Implementation, Product, and Marketing departments.
- Travel up to 30% to support client engagements.
Requirements
- BA/BS degree in Accounting, Finance, or Business Administration.
- 1+ years of private or public accounting experience.
- Thorough knowledge of basic accounting procedures and principles.
- Proven ability to manage multiple concurrent projects with strict attention to detail.
- Excellent verbal and written communication, listening, and presentation skills.
Nice to have
- CPA or related professional accounting certification.
- Prior experience with or similar month-end close software.
- Experience using Salesforce, Gainsight, Slack, and G-Suite.
- Direct experience working in Client Accounting Services (CAS).
Culture & Benefits
- Comprehensive benefits package including Medical, Dental, and Vision insurance.
- Family Forming benefits and Life & Disability Insurance.
- Unlimited Vacation policy.
- Award-winning company culture, recognized as a Best Place to Work by Inc. Magazine and LA Business Journal.
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