Accounting Seed · 14 hours ago
Customer Engagement Manager
United States
Full-time
Remote
Mid, Senior Level
5+ years exp
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Hiring Manager
Jennifer Garrett
Insider Connection @Accounting Seed
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Responsibilities
Engage, advise, train and inform based on an understanding of both accounting and the Accounting Seed solution.
Serve as a primary point of contact to find answers and resolve issues for customers.
Introduce the Accounting Seed platform to new users by highlighting the UI and features—provide a hands-on walk-through
Perform on-boarding of new users, ensuring strong adoption and ongoing engagement throughout the customer journey.
Deepen relationships with Accounting Seed clients via proactive outreach, health checks, process reviews, and product discussions.
Monitor customer activity via Health Indicators to ensure they utilize user licenses, leverage Accounting Seed functionality and adopt new enhancements.
Work with the platform administrator to stay current on the latest release.
Perform periodic process reviews that confirm satisfaction, resolve issues with the help of the Product and Support teams, provide updates on new functionality and expand usage
Develop and update tools, processes, and best practices to ensure customers realize the greatest possible value from Accounting Seed.
Become an expert in the resources available to our customers and share as appropriate.
Create and nurture a community of users and conduct regional user events.
Work with the Sales, Partner, Support, and Product teams to share customer insights that inform additional product and sales opportunities.
Positively impact customer retention and renewal.
Drive expansion revenue through increased product adoption and increased usage.
Qualification
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Required
5+ years of experience in a customer-facing role, such as Customer Success, Customer Support or Account Management
Experience in customer service/support for a software product or technology tool
2+ years accounting knowledge/education/experience
2+ years Salesforce experience
Possess exceptional client management and communications skills
Organized with the ability to manage a large client portfolio
Proven ability to maintain highly valuable and outcome-focused relationships with a diverse customer account base
Outstanding multi-tasking management skills across a varied set of responsibilities
Confident, high energy, self-motivated and a collaborative team player
Ability to build credibility and trust by understanding and addressing customer requirements. Documentation and follow-up skills are mandatory.
Understand that data is critical and updates account details, documents communications, constantly maintains our SF CRM
Curious and conversational
Preferred
Bachelor's degree in accounting preferred
Company
Accounting Seed
Accounting Seed is the #1 Salesforce-native accounting solution, connecting the front and back office on one platform.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
H.I.G. Growth Partners
2021-05-26Private Equity
Leadership Team
Steve Lorenc
Chief Executive Officer
Recent News
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