Implementation Specialist
Double
Implementation Specialist
Double
Accounting workflow automation with QuickBooks/Xero
Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Double is on a mission to change that.
With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.
Founded in 2021, Double has raised $12M in funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Double currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.
We're bringing on dozens of new customers each month – you will be the first point of contact for small to mid-sized firms looking to start their journey with Double.
Conduct onboarding calls with prospective customers, train them to use the product, and help them realize value quickly
Ensure that all technical implementation and account set-up steps have been completed for each account that you onboard
Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Double
Maintain a high renewal rate after initial three month implementation period (80-85%)
Proactively reach out to accounts to ensure they're continuing to reach their goals and respond to any inbound support inquiries in a timely manner
Create customer education materials: record video feature overviews, ensure product documentation is up to date, and write user guides when necessary
Keep your finger on the pulse of trending feature requests and areas within the product that could be improved, then document and share customer feedback with the rest of the team to inform our product roadmap
Accounting/bookkeeping experience is required; exceptional candidates from adjacent fields who demonstrate a strong aptitude and genuine enthusiasm for the space will be considered.
2-3 years of experience in a customer-facing role at an early-stage SaaS startup
Ability to articulate complex concepts in a simple, straightforward manner, both in written and verbal communication
Keen attention to detail, thoughtfulness, and a customer-centric mindset
Knack and passion for process improvement, documentation, and increasing operational efficiencies
Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce
Competitive pay and equity
Unlimited PTO
Health, dental, and vision insurance
401k plan
Double provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.
Double provides an all-in-one platform for professional firms to communicate with clients, catch coding errors, manage receipts, and streamline workflows. It integrates with QuickBooks Online and Xero through a two-way sync to connect to clients’ ledger files and reduce the time spent on month-end close by 50%. How it works: the product ties together client communications, error checking, receipt management, and workflow automation in a single system, syncing data bidirectionally with accounting ledgers so information stays up to date. How it’s different: its core value comes from offering a single, connected workspace that directly links to major accounting platforms and ledger files, delivering substantial time savings without needing multiple separate tools. Its goal: help firms close their books faster and more accurately by centralizing critical accounting tasks in one platform.
Explore more opportunities at Double