Client Success Specialist

2 weeks ago

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

At Keeper Co. Ltd, we recognize that many bookkeepers are still reliant on outdated methods such as spreadsheets and makeshift project management tools to serve their clients. Our mission is to revolutionize this process.

We offer an all-in-one platform that empowers bookkeepers to efficiently manage their tasks, communicate seamlessly with clients, identify elusive errors, and generate insightful reports that enable small business owners to make informed strategic choices.

Founded in 2021, Keeper has successfully secured $6M in seed funding, supported by prominent tech investors including Y Combinator and founders from leading startups like Lattice, Front, Superhuman, and Plaid. Currently, we assist thousands of bookkeepers and accountants in managing the financials for startups and small enterprises across the United States.

Your Responsibilities
  • Facilitate onboarding sessions with new clients, guiding them through product usage to ensure they quickly derive value.
  • Proactively engage with existing users to help them achieve their objectives, while promptly addressing any support inquiries.
  • Document best practices and outline the customer journey, creating templates for engagement at critical milestones tailored to various user profiles.
  • Develop and maintain educational resources for customers: record video tutorials, ensure product documentation is current, and draft user manuals.
  • Collect and relay customer feedback to the team to shape our product development roadmap.
Who You Are
  • 2-3 years of experience in a customer-oriented position within an early-stage SaaS company.
  • Ability to convey complex ideas in a clear and concise manner, both verbally and in writing.
  • A strong inclination towards process enhancement, documentation, and operational efficiency.
  • Familiarity with contemporary SaaS tools such as Slack, Notion, Hubspot, and/or Salesforce.
  • Background in accounting or finance is advantageous; a willingness to learn about the field is essential.
Benefits
  • Competitive salary and equity options.
  • Unlimited paid time off.
  • Comprehensive health, dental, and vision insurance.

Keeper Co. Ltd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We strive to foster a diverse and inclusive workforce, welcoming individuals from all backgrounds, experiences, perspectives, and abilities.

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