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Double

Accounting workflow automation with QuickBooks/Xero

Implementation Specialist

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USARemote

About the Job

Requirements

  • Accounting or bookkeeping experience is required, though exceptional candidates from adjacent fields with strong aptitude and genuine enthusiasm for the space may be considered.
  • 2–3 years of experience in a customer-facing role at an early-stage SaaS startup.
  • Ability to explain complex concepts simply and clearly in writing and verbally.
  • Keen attention to detail, thoughtfulness, and a customer-centric mindset.
  • Passion for process improvement, documentation, and increasing operational efficiency.
  • Familiarity with modern SaaS technologies such as Slack, Notion, HubSpot, and/or Salesforce.

Responsibilities

  • 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 setup steps are completed for each onboarded account.
  • Coordinate with Account Executives to identify red flags that could hinder a prospect from subscribing to Double.
  • Maintain an 80–85% renewal rate after the initial three-month implementation period.
  • Proactively contact accounts to ensure they continue reaching their goals and respond to inbound support inquiries in a timely manner.
  • Create customer education materials, including recording video feature overviews, keeping product documentation up to date, and writing user guides when necessary.
  • Track trending feature requests and product improvement areas, then document and share customer feedback with the team to inform the product roadmap.

About the Company

Double

Accounting workflow automation with QuickBooks/Xero

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.

Company size
51-200
Company stage
Seed
Total funding
$130K
Headquarters
New York City, New York
Founded
2020

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