Provide excellent customer service; uncover client pain points and advise on practices.
Identify opportunities to increase product adoption and optimize accounts.
Share deep product knowledge; communicate releases and roadmap to customers.
Collaborate with cross-functional teams to share client insights.
Build long-term relationships and conduct business reviews with stakeholders.
Lead executive client meetings to expand footprint, adoption, and expansion.

🎯 Requirements

5+ years in accounting, consulting, or audit in a customer success role.
BA/BS in Business Administration, Accounting, or Finance.
Experience working with/for enterprise companies.
Strong accounting fundamentals with hands-on close, reconciliation, and reporting.
Strong organizational and prioritization skills.
Clear, confident communication with accounting and non-accounting stakeholders.

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