AddressSenior Account Manager (Customer Success)
Desired Profile: Bachelors/Masters degree in Commerce/Finance/Accounting, or a related field. Advanced degree or professional certifications (e.g., CPA) is a plus.
Desired Attributes:
- Willingness to work in early stage startup
- Proven experience in Accounting and AR/AP reconciliation with in finance department.
- Finance digitization experience is a plus
- Customer first approach in working
- Familiarity with finance automation & ERP tools and technologies
- Ability to go beyond scope/description of work to deliver results
- Quick thinking and problem solving to implement product with customer
If you are passionate about digitizing finance processes, helping businesses optimize their accounting operations, and thrive in a client-facing role, we invite you to join our team and make a significant impact on the finance landscape.
Roles and Responsibilities:
- Client Engagement: Establish and maintain strong relationships with finance teams and leadership within our client companies. Act as a trusted advisor and point of contact for all matters related to finance process automation.
- Customer Experience Management
- Work with CFO & Finance heads of the customer org for post sales for implementing Company's Automated Reconciliation tool
- End to end support on implementation of company's Finance Automation Product with customers by becoming a bridge between customer and company's Tech team
- Work on customised solutioning for the Customer w.r.t UI & backend based on feedback
- Needs Assessment: Conduct in-depth analyses of client accounting practices to identify opportunities for automation and improvement using our RECON360 technology.
- Implementation: Collaborate with clients to design and implement tailored solutions that align with their specific accounting needs and business processes.
- Training and Support: Provide comprehensive training to client teams on how to effectively use our tools. Offer ongoing support and guidance to ensure successful adoption and utilization.
- Feedback Loop: Act as a bridge between clients and our product development team, conveying client feedback and requirements to continuously enhance our tools to meet evolving needs.
- Troubleshooting: Proactively identify and address any issues or challenges that may arise during the implementation and usage of our solutions.
- Documentation: Maintain clear and concise documentation of client interactions,
