Manager - Customer Success

3 - 7 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Accounting Success Manager at Docyt, you will be responsible for leading customer relationships and delivering maximum value to both existing and new customers. Your role will involve partnering with customer stakeholders to understand their business needs and objectives, ultimately driving success through the use of Docyt products. Key Responsibilities: - Develop and execute customized onboarding plans that align with clients" financial management goals and operational needs. - Lead the setup and configuration of Docyt software, including integration with existing financial systems to ensure data accuracy and system compatibility. - Provide hands-on training and support to clients, empowering them to effectively utilize Docyt's features such as automated bookkeeping, document management, and real-time financial insights. - Act as the primary point of contact for clients during the onboarding process, addressing questions, concerns, and technical issues promptly. - Collaborate with the Docyt support team and internal stakeholders to enhance the onboarding experience, gather feedback, and implement improvements. - Stay informed about the latest features and updates of Docyt software, as well as accounting regulations and best practices, to offer informed guidance to clients. - Identify and pursue upsell and expansion opportunities within the assigned client base. - Monitor and track key performance metrics for assigned clients, reporting on the health and success of the relationship. - Contribute to the development of best practices and processes for customer success. Qualifications Required: - People-oriented professional with strong communication skills. - Comfortable making calls to senior-level executives and synthesizing data to provide analytical solutions to customer pain points. - Ability to work in a cross-functional role and collaborate effectively with internal teams. - Knowledge of accounting regulations and best practices. Note: The company provides a great growth potential in a fast-growing startup, along with a company-provided laptop and necessary hardware. You will work in an inclusive and motivating work culture that values team collaboration. The shift timing is as per the PST time zone in the USA or Night Shift, from 9:00 PM to 5:00 AM IST.,

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Docyt logo
Docyt

Accounting Technology / Fintech

San Jose

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