Related skills
slack salesforce netsuite xero multi-entity📋 Description
- Steward a portfolio of accounting firms and be the primary relationship owner.
- Map each firm's client network and track product usage.
- Run structured success calls, business reviews, and check-ins.
- Drive adoption of Mercury features across firm to client usage.
- Increase client adoption via accounting firms and key workflows.
- Voice partner insights to Product/Leadership to shape the roadmap.
🎯 Requirements
- 4–6 years in customer success, relationship banking, fintech account management, or similar.
- 3+ years working directly with accounting firms.
- Strong knowledge of general ledger systems, chart of accounts, and reconciliations.
- Familiarity with QuickBooks, Xero, NetSuite and their integrations.
- Experience managing a book of business across multiple firms or multi-entity portfolios.
- Clear, confident communication with finance leaders and firm principals.
🎁 Benefits
- Competitive compensation and equity.
- Comprehensive benefits.
- Equal opportunity employer with accommodations.
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