Bilingual Customer Success

Summary

Join Dext, a leading FinTech company, as a Partner Success Consultant and contribute to the success of our partners (Accountants and Bookkeepers) and their clients. You will be responsible for educating and empowering partners on Dext's suite of products, delivering impactful consultative calls, creating strategic adoption plans, leading training sessions, and collaborating with other teams to drive adoption and reduce churn. You will also manage partner relationships, hitting KPIs through daily outreach and consistent value delivery.

Requirements

• 2 + years of customer-facing experience, target-driven role, ideally within SaaS or tech environments—experience with accounting software (Xero, QuickBooks, Sage) is a plus
• Excellent communication and problem-solving skills, with the ability to simplify complex ideas and deliver clear, practical advice to customers
• Ability to manage multiple projects
• Tech-savvy and quick to learn new platforms, with a passion for helping customers adopt innovative tools and drive real value from them
• Motivated by results and KPIs, while being personable, curious, and proactive in seeking out opportunities to support customers
• Adaptable, collaborative, and solutions-focused, thriving in fast-paced environments where feedback, iteration, and teamwork are key

Responsibilities

• Develop deep product expertise in the Dext suite to confidently educate and empower Accounting and Bookkeeping partners across their entire lifecycle
• Deliver impactful consultative calls that guide best practices for implementation and challenge behaviours that hinder success
• Create and execute strategic adoption plans to help partners seamlessly integrate Dext products across their entire practice and client base
• Lead high-quality 1:many training sessions, delivering scalable education that drives product understanding and engagement
• Collaborate cross-functionally with Account Management, Marketing, and Operations to reduce churn, drive adoption, and evolve the overall customer journey
• Proactively manage partner relationships, hitting your KPIs through daily outreach, retention-focused initiatives, and consistent delivery of value

Preferred Qualifications

Accounting industry practice knowledge/experience desired

Benefits

• Remote First Model with coworking space (1-2 days/month in office)?
• 22 vacation days annually plus bank holidays
• 5 days of paid health leave annually
• 2 Volunteer days annually (1 every 6 months)
• Birthday Leave (you get a day off the week of your birthday!)
• Compassionate Leave
• Summer hours
• Learning hours (3 hours of dedicated learning every 2 weeks)
• Work from home office equipment set-up
• Welcome Swag Package
• 150 Monthly Phone Stipend for all sales team members to go towards the monthly cost of your work phone
• Pension matching starting from Day 1 - 5% of annual salary
• Annual Healthcare Spending Account ($750) towards extended Health and Wellness expenses
• 100% coverage on basic medical, dental, and vision plans for employees and their families starting from day 1
• Employee Assistance Program (EAP) with a 24-hour access phone line
• Access to education platforms, learning resources, reimbursement programs, and more