K

Kick

Automated bookkeeping and tax optimization platform

Account Manager - Accountant

Account ManagementUpdated on Nov 14
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Proven track record of 3–5+ years managing customer relationships and driving post-sale outcomes in SaaS.
  • Startup experience and ability to take ownership and work effectively in a fast-paced, adaptive environment.
  • Experience working with and supporting a technical audience; prior experience with accountants or finance is a bonus.
  • Strong written and verbal communication and presentation skills.

Responsibilities

  • Own the post-sale journey for accounting firms from onboarding through activation, expansion, and renewal.
  • Become a product expert and help accountants use Kick effectively, guiding them through trial, activation, and expansion phases.
  • Design repeatable processes across the accountant lifecycle, including education, adoption, growth, and advocacy.
  • Work with the CEO and Head of Growth to define and build a repeatable customer growth playbook.
  • Track and optimize key metrics, including activation rates, net revenue retention, and expansion velocity.
  • Represent accountants' perspectives and provide clear, structured feedback to the Product, Engineering, and AI teams.

Desired Qualifications

  • Background in accounting, bookkeeping, or financial services.
  • Advanced technical qualifications or experience, such as CPA, EA, or Tax LLM.
  • Empathy for entrepreneurs through experience as a founder or being self-employed.

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

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