Customer Success Manager (Finance / Accounting Software)

Ardor Talent
Cranford, UK
Closing date
26 Sep 2020

View more

Technology & New Media
Contract Type
You need to sign in or create an account to save a job.
Enterprise Onboarding Specialist / Implementation Specialist

Ardor Talent are recruiting on behalf of a Venture backed global payments organisation for a Enterprise Onboarding Specialist / Implementation Specialist to join them on a permanent basis. The role is London based but headquarted in the US & is a high impact leadership role. The company create AR & Payments software for enterprise finance teams and a recognised as an industry leader.

The Role

We are looking for someone with a background in Accounting & Finance and experience with ERPs, software implementation and customer success program. You must be comfortable operating in a fast paced start-up and dynamic environment.

Implementation/Onboarding Services:

· Work closely with the sales team during the sales cycle to demo our product and help sell our onboarding services

· Work directly with clients to determine their requirements and configuration options for their onboarding to the platform

· Develop and refine implementation & onboarding functional and technical documentation

· Act as a technical main point of contact for clients and development team during the onboarding process

· Coordinate specific client requests for custom enhancements with Product and Engineering teams

· Research specific issues for Clients to analyze the root cause of a reported observation, including analysis within Client's Production environment, ERP, CRM, etc.

Customer Success:

· Respond to product-related or functional questions from all team members, including account executives

· Understand gaps between our product's standard functionality and a Client's business process to communicate new features to product development team for future releases

· Help define and rollout customer success programs to ensure retention

· Drive customer engagements for some of our most-valuable clients to secure renewals and upsells

· Analyze trends in C-Sat/NPS scores to identify areas of improvement

· Consolidate findings and present to Clients on a monthly or quarterly basis to identify the necessary action steps for improving adoption metrics

Enterprise Onboarding specialist background

· Bachelor's degree, preferably in Accounting, Finance, Business Administration, Business Information Systems, or another related field or equivalent works experience

· Commercial experience implementing one or more ERP application such as SAP, Oracle-NetSuite, Sage, or Microsoft Dynamics; Knowledge of CRM such as Salesforce a plus

· Excellent understanding of accounting processes, including accounts receivables / OTC (order to cash) workflow and revenue management (is advantageous)

· An understanding of a startup environment, a passion for customer success and helping to build a company from the ground floor

· Sound business acumen skills; thrive in a fast-paced, dynamic environment

· Strong organisational skills, attention to detail, and ability to manage a tight schedule

· Excellent problem solving, critical thinking, and analytical skills, including using Excel

· Excellent spoken and written communication, interpersonal, relationship building skills

· Strong presentation and group facilitation skills

· Ability to work both independently and with a team

· Comfortable working with multiple internal teams, from individual contributors to senior executives, as well as building/maintaining relationships with clients, partners, etc.

· Experienced in global markets, customs and individual country business protocols and dynamics

· Highly motivated and independent contributor

· High energy, enthusiasm, and passion for the business

Apply now for immediate CV review.
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert