Customer Success Manager

Summary

The job is a customer support role at Keeper, an all-in-one tool for bookkeepers. The role involves onboarding new customers, training them to use the product, and ensuring their continued success. The candidate should have relevant experience and skills in customer service, process improvement, documentation, and SaaS technologies.

Requirements

• 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
• Knack and passion for process improvement, documentation and increasing operational efficiencies
• Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce

Responsibilities

• Conduct onboarding calls with new customers
• Train new customers to use the product
• Help new customers realize value quickly
• Proactively reach out to active users to ensure they're continuing to reach their goals
• Respond to inbound support inquiries in a timely manner

Preferred Qualifications

Accounting / finance experience is preferred; interest in learning the space is required

Benefits

• Competitive pay and equity
• Unlimited PTO
• Health, dental, and vision insurance