About the company
Our client is a financial technology company.
The role
Raydar is recruiting for this role on behalf of our client. Guide customers from onboarding through renewal and expansion, combining hands-on training, account check-ins and customer education. The role also involves documenting repeatable engagement processes and working with sales colleagues to protect renewals.
What you'll do
- Run onboarding calls, complete setup steps and train new customers on the platform so they reach value quickly.
- Host working sessions, check-ins, team training and quarterly business reviews to drive adoption of core and advanced features.
- Work with sales colleagues to spot risks to renewal early.
- Track and work toward renewal and retention targets from first renewal onward.
- Reach out to existing accounts, answer support inquiries promptly and surface expansion opportunities that grow recurring revenue.
- Produce customer education content such as video overviews and user guides.
- Write playbooks and templates for customer engagement at key milestones, and recommend process improvements that reduce friction.
Requirements
What we're looking for
- Experience in bookkeeping or accounting, or at a SaaS or fintech company that serves bookkeepers and accountants.
- Prior work interacting directly with clients or buyers in some capacity.
- Working knowledge of accounting fundamentals and bookkeeping workflows such as month-end close, reconciliation, and accounts payable and receivable.
- Ideally, experience training users on a product as a customer success manager at a B2B SaaS company in accounting or bookkeeping.
- Consistently strong results on retention, revenue and satisfaction metrics.
- A personable, positive and thoughtful approach to working with people.
- Ability to explain complex topics clearly and patiently.
- Familiarity with, and interest in, AI tools that automate workflows.
Bonus points
- Background in launching new users on software and lifting how widely a product gets used.
- Degree in finance or accounting.
- Previous responsibility for retention in a prior role.
Benefits
Compensation and benefits
- Salary: $90K - $120K
- Equity
- Health, dental and vision coverage
- Flexible time off
- Retirement plan
Location and work model
- Remote (US or Canada)
- Full-time
Skills Required
- Experience in bookkeeping or accounting, or at a SaaS or fintech company serving bookkeepers and accountants
- Previous experience interacting directly with clients or buyers
- Working knowledge of accounting fundamentals and bookkeeping workflows, including month-end close, reconciliation, and accounts payable and receivable
- Experience training users on a product as a customer success manager at a B2B SaaS company in accounting or bookkeeping
- Strong results on retention, revenue, and satisfaction metrics
- Personable, positive, and thoughtful approach to working with people
- Ability to explain complex topics clearly and patiently
- Familiarity with and interest in AI tools that automate workflows
- Background launching new software users and increasing product adoption
- Degree in finance or accounting
- Previous responsibility for customer retention
What We Do
Raydar is a talent acquisition and business consulting firm that connects world-class and emerging talent with growing organizations. It supports companies through team development, strategic hiring, and customized growth solutions, helping clients recruit roles such as engineers, product managers, executives, legal counsel, and quantitative traders. Raydar focuses on understanding each organization’s needs, culture, and long-term goals to build high-impact teams.
