Remote Customer Success Lead

Company Overview

If you are a current or former accountant/auditor who loves building relationships and has a curiosity for new technologies, you’ve found the right place!

Avise, started in 2020 by a Peloton co-founder and an experienced accounting leader, builds modern accounting software that automates and streamlines the accounting work, allowing accounting firms and in-house corporate teams to focus on strategic initiatives within their business rather than manually closing the books.

We pride ourselves in our customer-centric approach to build Avise with and for our customers. We are in search of a Customer Success Lead, with audit/accounting experience, to join our expanding team. This is a unique opportunity to work at an early-stage company, drive results, and scale with us as we grow.

Avise is a remote-first company, and we are looking for eligible candidates anywhere in the US.

Position Overview

As a Customer Success Lead with audit and/or accounting experience, you will be responsible for owning and optimizing all post-sale activities (including building scalable onboarding, adoption, and renewal motions), fostering a trusted advisory relationship with customers, and ensuring their success and satisfaction with the Avise platform. You will serve as the primary point of contact for clients, providing implementation services, guidance, support, and strategic advice to help them achieve their business goals. In this high-impact role, you will report directly to the Chief Operating Officer.

Your previous experience in audit and/or accounting will be crucial in building immediate trust with customers and understanding their needs and challenges. You will leverage your subject matter expertise to provide tailored solutions and recommendations to ensure our customers achieve success on our software.

Responsibilities:

• Own and optimize all post-sale activities including onboarding & implementation, adoption, renewal, and support motions.
• Provide outstanding customer service and consultative solutions to ensure customer’s close management and operational accounting goals are being met or exceeded.
• Guide new customers through onboarding ensuring their close and operational accounting processes are implemented on Avise in an accurate and timely manner.
• Assist with the development and maintenance of training materials (Owner’s Manual, Product Tutorials, FAQs, etc.) to increase adoption of existing and new features and functionality.
• Understand clients’ business objectives, challenges, and pain points, particularly in the context of accounting processes, and develop tailored solutions.
• Represent the voice of the customer in leadership meetings, effectively communicating and collaborating cross-functionally ensuring customers receive continual value in tandem with the company’s ambitious growth goals.
• Monitor customer usage and engagement across Avise’s suite of features, and take proactive steps to drive adoption and maximize value.
• Conduct regular check-ins with customers to assess satisfaction, gather feedback, and identify areas for improvement.
• Troubleshoot customer-reported bugs and issues with developers and product managers to swiftly resolve customer support issues and increase overall customer satisfaction.
• Act as a liaison between customers and internal teams, advocating for customer’s needs and priorities, and helping to prioritize product enhancements or feature requests.
• Accurately forecast renewals and mitigate churn risks in order to achieve a near zero churn rate.
• Additional ad hoc projects as assigned to help the Company meet its goals.

Requirements:

• Bachelor’s degree in Accounting, Finance, Business, or relevant fields.
• Minimum 2 years of experience in audit or accounting, preferably in a client-facing role.
• Ability to interact with customer teams at various levels of technical and non-technical depth.
• Excellent communication and interpersonal skills, with the ability to effectively communicate technical concepts to non-technical audiences.
• Proven ability to manage multiple projects in a fast-paced environment; meeting deadlines and strong attention to detail.
• Strong analytical and problem-solving skills.
• Growth mindset, with a willingness to “fall forward,” embrace challenges, learn from feedback, and continuously improve.

Nice-to-haves:

• CPA and/or public accounting experience.
• Professional services (i.e., consulting, fractional accounting services) experience.
• Prior user experience of other month-end close software products.
• Experience at a SAAS company and/or experience at an early stage startup.

While we have outlined preferred qualifications here, we believe that talent comes in various forms. Don’t let a checklist of requirements deter you - if you’re motivated, adaptable, and ready to contribute we encourage you to apply!

Remote - USA

$100,000—$140,000 USD