Client Success Specialist

4 days ago

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Botkeeper

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Botkeeper is an automated bookkeeping solution specifically designed for accounting firms. It leverages machine learning and workflow tools to automate the most manual and time-consuming bookkeeping tasks, helping accounting firms save time and increase accuracy. Botkeeper offers a range of features including transaction management, client and user management, and insights, all backed by secure protocols compliant with SOC2 Type 2 standards. The platform aims to maximize firms' potential, enhance scalability, and improve client service. With an emphasis on automation and support, Botkeeper enables firms to scale efficiently while maintaining high levels of accuracy and security. Botkeeper has been serving the accounting industry for over 8 years, offering a tech-driven approach to modern bookkeeping challenges.

bookkeeping • accounting • automation • technology • revenue recognition

51 - 200 employees

Founded 2015

🤝 B2B

💳 Fintech

☁️ SaaS

💰 $42M Series C on 2021-11

📋 Description

• Client Success at Botkeeper isn’t a support function—it’s a growth function. • You’ll be the strategic point of contact for our customers, owning onboarding, enablement, inbound support, engagement, and retention. • Support at Botkeeper isn’t offloaded to a random queue—it’s handled by the same person who understands the client best: you. • The right person doesn’t wait for a ticket or a red flag—they see it coming a mile away and act before it becomes a problem. • Your success will be measured by the success of your clients. • This role is ideal for someone who thrives on building relationships, crafting success plans, and driving long-term outcomes—not just solving short-term problems. • Leading new client onboarding and training with a strong strategic foundation (not just walking through features). • Owning ongoing account health by proactively identifying risks, opportunities, and growth potential. • Handling inbound support requests directly—because you know the client, their goals, and their history better than anyone. • Creating and delivering tailored training and enablement that aligns with client goals. • Building deep, consultative relationships with your book of business. • Collaborating cross-functionally with Sales, Product, and Support to deliver a seamless client experience. • Using HubSpot Service Hub to manage touchpoints, track health metrics, and drive insights. • Translating qualitative feedback into product and process improvements. • Developing and executing client success plans that ensure adoption, satisfaction, and long-term retention.

🎯 Requirements

• 3+ years in a Customer Success, Account Management, or Strategic Support role—preferably in SaaS. • A proactive mindset: you don’t wait for churn signals, you prevent them. • Excellent communication skills with the ability to build trust and influence outcomes. • Experience onboarding and training clients with a focus on business impact. • Comfort navigating the nuances of B2B relationships. • Strong EQ and an analytical approach to client health and success metrics. • Familiarity with accounting workflows or working with CPA firms (nice to have). • Experience with HubSpot (or similar CRM/CS tools) is a plus.