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Accountancy Client Advocate and Problem Solver

2 months ago

Doral, Florida, United States Jigsaw Full time
About Jigsaw

Jigsaw is a leading design tool for the professional services industry, transforming complex ideas into easy, quick, and visually impactful business diagrams. Our tool allows users to create, manipulate, and present a variety of beautiful, data-rich diagrams, including corporate structure charts, step plans, organisation charts, and privacy and data flows.

Our Company Culture

At Jigsaw, we have a dynamic company culture that is anything but corporate. We're a team of ambitious people who collaborate on interesting challenges and have a lot of fun while doing it. If you're looking for a work environment that values collaboration, creativity, and innovation, then Jigsaw is the perfect fit for you.

Job Description

Job Title: Customer Success Manager - Accountancy Expert

Job Summary: We're seeking an experienced accountancy professional to join our Customer Success team as a Customer Success Manager - Accountancy Expert. As a key member of our team, you will be responsible for developing long-term relationships with our accountancy clients, serving as their internal advocate and problem solver, and providing expert guidance on our product.

Key Responsibilities:

  • Serve as the main point of contact within Jigsaw, collaborating with internal teams and relaying information as necessary
  • Manage product trials, including training and collating feedback
  • Assist with customer queries and requests in a timely manner
  • Conduct periodic customer health-checks, identifying renewal risk and opportunities for upsell
  • Strategize with the customer to align goals, promote adoption, and drive value
  • Maximize retention and annual increases
  • Support customers in their onboarding and account set up
  • Train end-users and other trainers

Requirements:

  • Excellent verbal and written communication skills, both internally and with external stakeholders
  • Ability to work in an incredibly fast-paced environment and 'think on your feet'
  • Strong organizational skills
  • Ability to adapt, multi-task, and prioritize responsibilities
  • Positive and high energy
  • Problem-solving mind-set
  • Team player and self-motivator
  • Proven track record of achieving and exceeding goals