Accounting Success Manager

What You'll Do

• Provide great customer service, product assistance, training, and consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business.
• Identify opportunities to increase product adoption and account optimization across the platform to ensure a strong customer retention rate.
• Develop product expertise, staying up-to-date on the latest features and functionality.
• Collaborate effectively with immediate internal partners (Account Management, Implementation, Support, Product/Engineering) sharing insights based on the specific needs of your clients.
• Build long-term relationships with key stakeholders within your book of business. This includes establishing Quarterly Business Reviews (QBRs) alongside Account Management counterparts.
• Plan and lead virtual and in-person client meetings in partnership with Account Management to expand our footprint, foster end-user adoption, and mitigate churn.
• Act as the voice of the customer to understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction.
• Work in partnership with Account Management to maintain a strong gross retention rate of your renewals and expand the pipeline within your accounts.
• Applies basic problem-solving by understanding immediate client issues and following established remediation steps
• Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).

What You'll Bring

• BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
• At least 2-3 years of accounting experience required
• Thorough knowledge of basic accounting procedures and principles
• Experience working with cross-functional teams
• Proven ability to manage multiple projects; meeting deadlines and strong attention to detail
• Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day
• Strong listening and presentation skills
• Strong verbal and written communication skills
• Ability to travel up to 30%

Nice-to-haves

• Experience in a customer facing role
• CPA or related professional accounting certification.…