As a Customer Success Specialist at Botkeeper, your role is crucial in driving client retention, advocacy, product-led growth (PLG), and overall satisfaction. This position is centered around providing exceptional training, ongoing support, and strategic consulting to our clients. You will be the key driver of customer success, ensuring our customers realize the full value of our products and offerings.
Responsibilities Include:
- 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.
Qualifications:
- 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
What We Do
Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Our clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting.
Botkeeper was designed to scale with a firm, providing automated accounting support for every vertical, no matter how specified.
So how does it work? Our automated bookkeeping software combines various data sources while applying rules, processes, and calculations to give you the most insightful custom reporting and dashboards, while also eliminating costly and error-prone manual accounting. Our skilled Senior Accounting team oversees the automation and focuses on complex accounting, data integrity, and interpretation. We’ll be hard at work extracting data from receipts, processing payroll, paying bills, sending invoices, reconciling accounts, and generating beautiful reports—so you have more time for what matters most to your firm and your clients.
Even better? Botkeeper can work hand-in-hand with your current team, or our technology can step in to take on the tedious tasks so your bookkeeper and accountants can upskill and focus on driving more value for your firm!
For CFOs, CPAs or other Accounting Professionals, Botkeeper can help you offload the day-to-day blocking and tackling of bookkeeping (data entry, reconciliations, classifications), allowing accountants to focus on higher-level client advisory services. We're working around the clock, offering best-in-class support.
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