K

Kick

Automated bookkeeping and tax optimization platform

Customer Experience Lead - Business Owner

Customer SuccessUpdated on Nov 14
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Strong accounting knowledge and domain expertise working with complex accounting workflows across small to large businesses.
  • 2–4 years of accounting experience.
  • Exceptional writing and verbal communication to articulate customer needs and internal recommendations precisely.

Responsibilities

  • Optimize close best practices in collaboration with Product, Engineering, and AI teams, with the goal of $1M ARR/FTE capacity.
  • Partner across Sales, Partnerships, and Growth to deliver customer experiences.
  • 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 the internal knowledge base, train future team members, and build the playbook for working with Business Owners and Accountants.
  • Respond directly to customer inquiries across onboarding and support with clarity, empathy, and action.

Desired Qualifications

  • CPA.
  • Empathy for entrepreneurs, including having been self-employed, run a side business, or served small-business owners.
  • Experience as an early employee or founder at a startup.
  • Advanced undergraduate and graduate business credentials (MS/MBA), CPA, or EA; alternatively, a background in consulting or advisory.

About the Company

Kick

Automated bookkeeping and tax optimization platform

Kick.co is a fintech platform that helps small business owners, freelancers, and creators manage money through automated bookkeeping, tax-deduction optimization, and cash-back opportunities. By linking their debit or credit cards, users have income and expenses automatically categorized, while AI guidance pairs with human support and community tips for tax advice. It partners with Blue Ridge Bank N.A. to provide banking services, rather than acting as a bank itself. The goal is to save users time and money by simplifying finances, improving tax outcomes, and increasing cash back.

Company size
51-200
Company stage
Seed
Total funding
$12M
Headquarters
Palo Alto, CA
Founded
2021

Recently Posted Jobs

Explore more opportunities at Kick

See more jobs