Customer Success Manager

19 hours ago

Austin, Texas, United States KEEPER CO. LTD Full time
About Keeper

Keeper is revolutionizing the bookkeeping industry by providing an all-in-one tool for managing work, communicating with clients, and delivering reports to help small business customers make informed decisions.

Job Summary

We're seeking a highly skilled Customer Success Manager to join our team. As a key member of our customer-facing team, you will be responsible for onboarding and supporting larger firms, ensuring they achieve success with our product.

Key Responsibilities
  • Conduct onboarding calls with prospective customers, training them to use the product and helping them realize value quickly.
  • Coordinate with Account Executives to identify potential roadblocks and maintain a high conversion rate from Free Trial to subscribed customer.
  • Proactively reach out to accounts in your pipeline to ensure they're continuing to reach their goals and respond to inbound support inquiries in a timely manner.
  • Identify barriers to success or any roadblocks that would hinder accounts from fully adopting the full feature suite Keeper offers.
  • Facilitate continued check-ins, team training calls, and Q&A sessions via Zoom.
  • Create and maintain customer education materials, including video feature overviews and user guides for content-driven email sequences.
  • Drive expansion revenue of existing accounts in your pipeline.
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.
  • Keen attention to detail, thoughtfulness, and a customer-centric mindset.
  • Knack and passion for process improvement, documentation, and increasing operational efficiencies.
  • Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot, and/or Salesforce.
  • Accounting/finance experience is preferred; interest in learning the space is required.
What We Offer
  • Competitive pay and equity.
  • Unlimited PTO.
  • Health, dental, and vision insurance.

Keeper provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression.

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