Customer Success Manager

About us: Finaloop is a hyper-growth, tech-enabled accounting startup providing e-commerce and DTC (Direct-to-Consumer) companies with comprehensive financial solutions. We empower businesses to manage their finances with confidence through innovative technology and expert support. We are seeking a dynamic and experienced individual to fill the role of Customer Success Manager. The ideal candidate will work closely with customers during the onboarding process and throughout their ongoing use of our service to ensure they are well-educated on the platform's capabilities and are fully utilizing its features. This role requires strong customer-facing skills and a solid understanding of accounting principles.

Key Responsibilities:

• Lead the onboarding process for new customers, ensuring a smooth transition and setup of Finaloop's services.
• Educate customers on the full capabilities of the Finaloop platform and how to effectively use it to meet their financial management needs.
• Provide ongoing support and guidance to customers, addressing any questions or concerns and helping them to maximize the value of our service.
• Develop and maintain strong relationships with customers, acting as their trusted advisor and advocate within Finaloop.
• Monitor customer usage and engagement with the platform, identifying opportunities for improvement and additional training.
• Work closely with the product and development teams to relay customer feedback and suggest enhancements to the platform.
• Create and update educational resources, such as tutorials, FAQs, and webinars, to assist customers in their use of Finaloop.
• Conduct regular check-ins and reviews with customers to ensure they are meeting their financial goals with the help of our platform.
• Stay updated on industry trends and best practices in customer success and accounting to continuously improve our customer success strategies.

Requirements:

• Bachelor's degree in Business, Accounting, Finance, or a related field.
• 2-3 years of experience in a customer success manager role or a similar customer-facing position.
• Strong working knowledge of accounting principles and practices.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.
• Strong problem-solving skills and the ability to think strategically to address customer needs.
• Proactive and customer-focused attitude, with a commitment to delivering exceptional service.
• Ability to work effectively in a fast-paced, dynamic environment and manage multiple priorities simultaneously.