Customer Success Specialist

September 7

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Botkeeper

WebsiteLinkedInAll Job Openings

The Future of Bookkeeping

bookkeeping • accounting • automation • technology • revenue recognition

51 - 200

💰 $42M Series C on 2021-11

Description

• Developing and delivering tailored training programs that cater to clients' unique needs. • Offering ongoing support and strategic consulting to optimize client usage and satisfaction with Botkeeper's products and offerings. • Building strong, empathetic relationships with clients, showcasing high emotional intelligence. • Collaborating closely with the sales team for seamless client onboarding. • Utilizing HubSpot Service Hub tools for efficient client interaction, management and analysis. • Analyzing client feedback and collaborating with internal teams for continuous product enhancement. • Proactively identifying and addressing client needs, adapting strategies for long-term success and retention. • Regularly engaging with clients to develop and execute customized success plans and quarterly business reviews.

Requirements

• Exceptional communication, training, and relationship-building skills. • Strong passion for client success, with a focus on retention and satisfaction. • Experience in training, support, and strategic consulting within a B2B SaaS environment. • Proven track record in a client-facing role, demonstrating the ability to drive client success and retention. • Analytical mindset with the ability to translate client feedback into actionable insights. • Preferred: Knowledge of accounting practices and systems, experience working with CPAs/Accountants. • Bachelor’s degree in a business-related program (preferred). • Nice to Have: Previous experience in a Customer Success or Account Management role within a SaaS environment or Accounting-related field. • Experience with HubSpot Service Hub features/Service Hub Enterprise