Full-Time
CX Lead
Kick
51-200 employees
Automated bookkeeping and tax optimization platform
Compensation Overview
CA$100k - CA$150k/yr
Toronto, ON, Canada
In Person
 Operations & Logistics (1) |
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- Domain expertise with strong accounting knowledge; CPA preferred
- 3–7+ years in SaaS Customer Success, CX Operations, or Implementation with a track record of improving onboarding and retention
- Exceptional writing and verbal communication, articulating customer needs and internal recommendations with precision
- This role is in person in our Toronto, Canada office.
- Optimize our annual close delivery process in collaboration with Operations, Engineering and CX with the goal of $1M ARR/FTE capacity
- Partner across Sales, Partnerships, Growth to deliver a world-class experiences for customers and partners
- Design repeatable processes across the customer journey from handoff to year-end close and renewals
- Identify opportunities to increase expansion revenue and customer retention by delivering a seamless experience
- Shape our internal knowledge base, train future team members and “build the playbook” on how to work best with Business Owners and Accountants
- Respond directly to customer inquiries across onboarding and support with clarity, empathy, and action
- Empathy for Entrepreneurs; been self-employed, run a side business, or served small-business owners
- You were an early employee (or founder) at a startup and are comfortable defining process, policy, and metrics from the ground up
- Advanced undergraduate and graduate business credentials (MS/MBA, CPA, EA) or a background in consulting or advisory
Kick.co is a fintech platform that helps small business owners, freelancers, and creators manage money with automated bookkeeping, tax-deduction optimization, and cash-back opportunities, using Blue Ridge Bank N.A. as its banking partner. Transactions are connected via users’ debit or credit cards, and the platform automatically categorizes income and expenses to save time and reduce audit risk, with AI guidance and human-assisted support. It stands out by blending automation with human help and community-sourced tax tips, focusing on tax savings and cash back while outsourcing banking. Its goal is to simplify financial management for its users, helping them save time and money through better bookkeeping and ongoing access to tax and cash-back opportunities.
Company Size
51-200
Company Stage
Early VC
Total Funding
$29M
Headquarters
Palo Alto, California
Founded
2021
Simplify's Take
What believers are saying
- Raised $20M from Felicis, GV, General Catalyst, and OpenAI Startup Fund in 2025.
- Accountant AI Program drives five new firm referrals weekly from 1,000+ waitlist.
- Serves 3,000+ businesses 12 months post-launch; enables accounting firms to scale with AI.
What critics are saying
- IRS audit exposure from aggressive community-crowdsourced tax deductions lacking proper substantiation.
- Regulatory crackdown on embedded banking partnerships following fintech bank failures.
- Subscription commoditization from free competitors like Wave and QuickBooks Self-Employed.
What makes Kick unique
- AI-native platform automates 97% of accounting interactions for small businesses and accountants.
- Community-driven tax deduction crowdsourcing identifies easy-to-miss deductions like home office and vehicle.
- Multi-entity management handles up to five businesses with intercompany transfers in single platform.
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Benefits
Paid Vacation
Company Equity
Company News
Just 12 months since our launch last year, we’re excited to share more than 3,000 businesses have switched over to Kick.
Canada-based online bookkeeping and tax filing platform Bench Accounting shut down its services and operations as of Friday (Dec. 27).“We regret to inform you that we have shut down Bench services,” the company said in a notice of service closure on its website. “As of December 27, 2024, the Bench platform is no longer accessible.”Bench’s bookkeeping services and tax advisory platform had more than 12,000 small business customers, according to a press release issued by Bench in September.When announcing a Series B-1 funding round in 2018, the company said it aimed to help small business owners and accountants build and grow their companies.In its Friday notice, Bench said customers will receive information about how to access their Bench records by Monday (Dec. 30) and that it recommends that customers contact modern accounting software provider Kick for support with their bookkeeping.“We know this news is abrupt and may cause disruption to our customers, so we’re committed to helping them navigate through the transition,” Bench said in the notice.The notice included a link to a Kick web page that described services to help customers migrate from Bench to Kick, including free Bench migration, daily live Q&As and a free 2024 bookkeeping review. With the code “BENCH,” customers can get 20% off the Kick Plus Plan and free Bench migration.Kick founder Conrad Wadowski wrote in a Friday post on LinkedIn that Kick is moving fast to offer these services so that Bench customers don’t have to start from scratch and so that Kick can “get your financials back in your hands.”“You may have just heard Bench has abruptly closed down,” Wadowski wrote in the post. “If you’re a customer, I can’t imagine the frustration you’re going through
The notice recommends customers migrate to Kick, a new accounting startup that announced its $9 million seed raise in October 2024 in a round led by OpenAI and General Catalyst.
Założony przez Conrada Wadowskiego startup zebrał 9 mln dolarów w rundzie seed. Pieniądze na automatyzację księgowości wyłożył OpenAI, General Catalyst oraz ponad 50 aniołów biznesu.
Kick, a Palo Alto, CA-based startup that creates accounting and bookkeeping AI agents, raised $9M in funding