Full-Time
Customer Success Manager
Posted on 4/18/2024
Software solution for bookkeepers and accountants
Junior, Mid
Austin, TX, USA
Required Skills
Communications
Hubspot
Salesforce
Requirements
- 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
- Knack and passion for process improvement, documentation and increasing operational efficiencies
- Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce
- Accounting / finance experience is preferred; interest in learning the space is required
Responsibilities
- Conduct onboarding calls with new customers, train them to use the product and help them to realize value quickly
- Proactively reach out to active users to ensure they're continuing to reach their goals, and respond to inbound support inquires in a timely manner
- Document best practices and map the customer journey, creating templates for customer engagement at key milestones for various user personas
- Create and maintain customer education materials: record video feature overviews, ensure product documentation us up to date, and write user guides
- Document and share customer feedback to the rest of the team to inform our product roadmap
Keeper.app
Company Stage
Seed
Total Funding
$2.1M
Headquarters
Austin, Texas
Founded
2020
Growth & Insights
Headcount