Junior Customer Success Manager

This role is for one of the Weekday's clients

Junior Customer Success Manager

Requirements

Key Responsibilities

Client Onboarding & Workflow Implementation

• Conduct onboarding calls to assist clients in replicating their year-end engagement and working paper processes using platform templates.
• Guide clients through trial balance imports, account mapping, and structuring compilations or review engagements.
• Deliver training on key platform features including general ledger review, reconciliations, document automation, and financial statement builder tools.
  

Ongoing Support & Relationship Management

• Act as the primary point of contact for assigned client accounts, handling technical and accounting-related support queries.
• Troubleshoot issues involving data formatting, logic errors, mapping discrepancies, and reporting challenges.
• Proactively monitor client engagement and usage, conducting regular check-ins to strengthen relationships.
  

Accounting Expertise & Technical Support

• Leverage working knowledge of accounting tasks such as prepaid schedules, shareholder loans, reconciliations, interest calculations, and working paper preparation.
• Provide guidance on complex accounting logic and contribute practitioner insights to product improvement discussions.
  

Collaboration, Feedback & Documentation

• Document client feedback and issues in CRM tools like HubSpot.
• Collaborate with cross-functional teams (product, engineering, and support) to relay user insights and drive product enhancements.
• Contribute to internal and external knowledge bases, including creating documentation, user guides, and tutorial videos.
  

Required Qualifications

• 1-3 years of experience at a CA firm or in an accounting/audit role, working on year-end files, working papers, or compilations.
• Cleared CA Inter or currently pursuing CA Final (Articleship completed or in progress).
• Solid understanding of Canadian/US accounting standards (IFRS, ASPE, or US GAAP).
• Excellent verbal and written communication skills; confident in leading Zoom calls and screen-share walkthroughs.
• Availability to work 6 PM - 3 AM IST to align with North American clients.
  

Preferred Skills

• Experience with North American accounting platforms such as QBO, Xero, Sage, or CaseWare.
• Familiarity with CRM systems like HubSpot and tools such as Loom or Intercom.
• Interest in SaaS, automation, and AI-driven accounting processes.
• Strong attention to detail with a process- and solution-oriented mindset.
  

Key Skill Tags

• Accounting
• Auditing
• CA Inter
• Compilations
• SaaS
• B2B
• CRM (HubSpot)
• North American Accounting
• AI Tools
• Client Onboarding
• Technical Support