Accounting Success Manager Jobs

As an Accounting Success Manager at Docyt, you’ll lead the customer relationship, delivering maximum value to our existing customers and newcomers alike. You’ll partner with our customer stakeholders, ensuring that we understand their business needs and objectives, thus driving success utilizing Docyt products.

We’re looking for people-oriented professionals who are excited to grow in a cross-functional role and are comfortable making calls to senior-level executives and synthesizing data to show customers an analytical solution to their pain points.

Location: Dallas, TX, Tucson, AZ, Savannah, GA or Jacksonville, FL (preference given to local candidates, remote candidates considered)

Responsibilities

• Understand client's needs and goals, and work with them to develop and implement strategies to drive adoption and usage of our products and services
• Identify and pursue upsell and expansion opportunities within assigned client base
• Monitor and track key performance metrics for assigned clients, and report on the health and success of the relationship
• Act as the primary point of contact for assigned clients, building and maintaining strong relationships with key stakeholders
• Contribute to the development of best practices and processes for customer success
• Proactively identify and resolve any issues or challenges faced by clients
• Collaborate with cross-functional teams to gather feedback and insights from clients and identify areas for improvement in our products and services

Requirements

• Experience working with and managing international teams as the majority of our CS team sits in India.
• Experience working with brand image and promoting value through customer experience
• Accountability and personal organization are essential
• Aptitude to troubleshoot problems - capable of asking probing questions and designing solutions to address the issue
• 2-3 years of work experience as an Accountant or as a Customer Success Manager with a background in accounting
• Technical skills required as they relate to the use of the product or service
• Exceptional ability to communicate and foster positive business relationships
• Understands accounting software (it could be Quickbooks, Netsuite, etc.)
• A quick learner that is process oriented
• Leadership - shows aptitude to grow into a leader (humble, listens, has the ability to form their own Point of view)
• Accounting backgrounds preferred - prior experience at an accounting firm or an accounting department

Benefits

• FTE employment opportunity at an early-stage Silicon Valley-based startup
• Comprehensive medical dental and vision coverage
• Competitive compensation
• Company-provided laptop

About Docyt

Docyt, pronounced “docket”, (https://docyt.com) is a Series A FinTech company headquartered in Silicon Valley, California. Docyt is passionately focused on giving businesses control of their financial data. While great strides have been made in sending and receiving payments, businesses still struggle to aggregate all their financial data, understand it, and use it to make well-informed, timely decisions. Docyt brings order to data chaos.

Docyt is a super app that applies AI (artificial intelligence) across the entire accounting tech stack. Docyt digitizes financial data, automates both income and expense workflows, continuously reconciles QuickBooks®, and generates real-time financial statements. That explains what we do, but here’s why it’s important. A complete, accurate, real-time financial picture gives business owners more control of their business and their future.