Docyt
Accounting Automation Platform
Accounts Payable • Bookkeeping • Accounting • Machine Learning • AI
11 - 50
Customer Success Manager
July 27
🏢 In-office - Bay Area
Docyt
Accounting Automation Platform
Accounts Payable • Bookkeeping • Accounting • Machine Learning • AI
11 - 50
Description
• Develop and execute customized onboarding plans that align with clients’ financial management goals and operational needs. • Lead the setup and configuration of Docyt software, including the integration with existing financial systems, ensuring data accuracy and system compatibility. • Provide hands-on training and support to clients, empowering them to effectively use Docyt’s features, such as automated bookkeeping, document management, and real-time financial insights. • Act as the primary point of contact for clients throughout the onboarding process, addressing any questions, concerns, or technical issues promptly. • Collaborate with the Docyt support team and other internal stakeholders to enhance the onboarding experience, gather feedback, and implement improvements. • Stay up-to-date with the latest features and updates of Docyt software, as well as accounting regulations and best practices, to provide informed guidance to clients. • Identify and pursue upsell and expansion opportunities within the assigned client base • Monitor and track key performance metrics for assigned clients, and report on the health and success of the relationship • Contribute to the development of best practices and processes for customer success.
Requirements
• 2-4 years of work experience in accounting (required) • Accounting undergrad major are preferred • Understands accounting software (it could be Quickbooks, Netsuite, etc.) • A quick learner that is process-oriented • Aptitude to troubleshoot problems - capable of asking probing questions and designing solutions to address the issue. • Account expansion • Experience working with brand image and promoting value through customer experience • Exceptional ability to communicate and foster positive business relationships • Technical skills required as they relate to the use of the product or service • Accountability and personal organization are essential • Experience working with and managing international teams as the majority of our CS team sits in India. • Leadership - shows aptitude to grow into a leader (humble, listens, has the ability to form their own Point of view)
Benefits
• FTE employment opportunity at an early-stage Silicon Valley-based startup • Competitive compensation • Comprehensive medical, dental and vision coverage • Company 401(k) plan • Company-provided laptop
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