Related skills
cpa account management customer success finance accounting๐ Description
- Build and nurture relationships with Controllers, Accounting Managers, CFOs, and IT in mid-market accounts.
- Provide consultative solutions: product assistance, training, and tailored close-management guidance.
- Respond to client inquiries, provide product training, and run Quarterly Business Reviews.
- Collaborate cross-functionally with Product/Engineering, Sales, Leadership, and Professional Services.
- Manage renewals and drive growth: renewals strategy and pipeline expansion with Sales and Account Management.
- Travel up to 30% to customer sites.
๐ฏ Requirements
- BA/BS in Business Administration, Accounting, Finance or relevant field.
- At least 2 years of accounting experience.
- Thorough knowledge of basic accounting procedures and principles.
- Experience working with cross-functional teams.
- Strong analytical and problem-solving skills; attention to detail.
- Strong verbal and written communication skills; ability to travel up to 30%.
๐ Benefits
- Medical, Dental, Vision coverage.
- Family Forming benefits.
- Life & Disability Insurance.
- Unlimited Vacation.
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