Accounting/bookkeeping experience required, with consideration for adjacent fields displaying strong aptitude.
2-3 years in a customer-facing role at an early-stage SaaS startup.
Ability to simplify complex concepts in written and verbal communication.
Detail-oriented with a customer-centric approach.
Passion for process improvement and operational efficiency enhancement.
Familiarity with SaaS technologies like Slack, Notion, Hubspot, and/or Salesforce.
Responsibilities
Conduct onboarding calls, training customers on product usage.
Ensure technical implementation and account set-up are completed for each account.
Coordinate with Account Executives to identify potential red flags for prospects.
Maintain a high customer renewal rate post-implementation (80-85%).
Proactively reach out to customers to ensure they are achieving their goals.
Create and update customer education materials, including videos and documentation.
Collect and share customer feedback to inform product improvements.
Benefits
Competitive pay and equity stake in the company.
Unlimited paid time off (PTO) policy.
Comprehensive health, dental, and vision insurance coverage.
401k plan for retirement savings.
Full Job Description
What You'll Do
Conduct onboarding calls with prospective customers, train them to use the product, and help them realize value quickly
Ensure that all technical implementation and account set-up steps have been completed for each account that you onboard
Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Double
Maintain a high renewal rate after initial three month implementation period (80-85%)
Proactively reach out to accounts to ensure they're continuing to reach their goals and respond to any inbound support inquiries in a timely manner
Create customer education materials: record video feature overviews, ensure product documentation is up to date, and write user guides when necessary
Keep your finger on the pulse of trending feature requests and areas within the product that could be improved, then document and share customer feedback with the rest of the team to inform our product roadmap
Who You Are
Accounting/bookkeeping experience is required; exceptional candidates from adjacent fields who demonstrate a strong aptitude and genuine enthusiasm for the space will be considered.
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
Keen attention to detail, thoughtfulness, and a customer-centric mindset
Knack and passion for process improvement, documentation, and increasing operational efficiencies
Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce
