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Financial Operations Manager
2 months ago
We're seeking a highly skilled Financial Operations Manager to join our team at Docyt. As a key member of our customer success team, you will be responsible for delivering exceptional financial management services to our clients.
Key Responsibilities- Develop and Execute Customized Onboarding Plans: Collaborate with clients to understand their financial management goals and operational needs, and develop tailored onboarding plans to ensure a seamless integration of our software.
- Lead Software Setup and Configuration: Oversee the setup and configuration of Docyt software, including integration with existing financial systems, to ensure data accuracy and system compatibility.
- Provide Hands-on Training and Support: Deliver comprehensive training and support to clients, empowering them to effectively use our features, such as automated bookkeeping, document management, and real-time financial insights.
- Act as Primary Point of Contact: Serve as the primary point of contact for clients throughout the onboarding process, addressing any questions, concerns, or technical issues promptly.
- Collaborate with Internal Stakeholders: Work closely with the Docyt support team and other internal stakeholders to enhance the onboarding experience, gather feedback, and implement improvements.
- Stay Up-to-Date with Industry Developments: Stay current with the latest features and updates of our software, as well as accounting regulations and best practices, to provide informed guidance to clients.
- Identify and Pursue Upsell Opportunities: Proactively identify and pursue upsell and expansion opportunities within the assigned client base.
- Monitor and Track Key Performance Metrics: Monitor and track key performance metrics for assigned clients, and report on the health and success of the relationship.
- Contribute to Best Practices and Processes: Contribute to the development of best practices and processes for customer success.
- 2-4 Years of Work Experience in Accounting: A minimum of 2-4 years of work experience in accounting, with a strong understanding of accounting software and principles.
- Accounting Undergrad Major Preferred: An accounting undergrad major is preferred, but not required.
- Quick Learner and Process-Oriented: A quick learner with a process-oriented mindset, able to troubleshoot problems and design solutions to address issues.
- Exceptional Communication and Relationship-Building Skills: Exceptional ability to communicate and foster positive business relationships, with a strong aptitude for leadership and team management.
- Technical Skills and Accountability: Strong technical skills, with a focus on accounting software and data analysis, and a high level of personal organization and accountability.
