Account Manager

Summary

Join Tabeo, a leading provider of patient finance solutions for dental and veterinary clinics, as a Customer Success Associate. You will play a crucial role in ensuring customer satisfaction and retention by managing new accounts, providing onboarding and training, and offering tailored support. This role requires strong communication and problem-solving skills, along with experience in account management or customer success within a SaaS environment. You will be the primary point of contact for client queries, handling various support needs across multiple channels. Tabeo offers a remote-first work environment with excellent benefits, including a competitive salary, employee share options, professional development funds, and comprehensive health insurance.

Requirements

• 3+ years experience in account management, customer success or sales at SaaS company
• Demonstrable track record in driving retention and positive churn
• Excellent communication and writing skills
• Fluent in English and preferably in a second European language like German or French
• Organised, meticulous and great time management
• Able to empathise with merchants but also have difficult conversations
• Ability to deliver on tight deadlines
• Able to think of solutions on the spot
• Must have a genuine concern for customer and merchant outcomes
• Flexibility is a must. We work in a fast-paced environment and we are growing very quickly. This means that you may be given additional responsibilities to help out other teams throughout the business

Responsibilities

• Manage Opening of New Accounts
• Lead the end-to-end onboarding process for new Vendors joining the platform
• Underwrite Vendors in accordance with our Vendor Risk Policy (KYC, AML, credit and regulations)
• Customise the account settings and provide training to Vendor users
• Onboard Vendors for Products
• Explain Vendor users all relevant features for our Cards, Finance and Plans products
• Introduce Vendor users to our reporting, pay-out process and available integrations
• Ensure Vendors get maximum value but also pay for services/amounts invoiced
• Excel in Account Management
• Act as the primary point of contact for all client queries and support needs
• Build and maintain strong, ongoing relationships with both business owners and regular users
• Provide real-time support across channels including WhatsApp, chat, email, phone and FAQ
• Lead Complex, Technical Projects
• Manage IAR applications for our Finance product
• Handle bulk transfers and/or NHS conversion for our Plans product
• Ensure delivery/return of payment terminals or flyers

Preferred Qualifications

Bachelor’s degree obtained from an accredited, certified institute is a plus but not required

Benefits

• Competitive salary
• Employee share options
• ��2,000 per annual CPD package to be used at your discretion
• Full kit for home office
• Health insurance and life assurance (including dental and optical) for UK staff
• Company trips
• 24 days holiday annually, plus a day off on your birthday
• Extended parental leave
• Contributing pension scheme for UK staff