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2 hours ago
Type
Full time
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cpa account management customer success finance accounting

๐Ÿ“‹ 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.

๐ŸŽฏ 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%.

๐ŸŽ Benefits

  • Medical, Dental, Vision coverage.
  • Family Forming benefits.
  • Life & Disability Insurance.
  • Unlimited Vacation.
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