Customer Success Manager

As a Accounting Success Manager at Docyt, you’ll lead the customer relationship, delivering maximum value to our existing customers and newcomers alike. You’ll partner with our customer stakeholders, ensuring that we understand their business needs and objectives, thus driving success utilizing Docyt products.

We’re looking for people-oriented professionals who are excited to grow in a cross-functional role and are comfortable making calls to senior-level executives and synthesizing data to show customers an analytical solution to their pain points.

Location: San Jose, CA or Tucson, AZ (preference given to local candidates, remote candidates considered)

Responsibilities

• Develop and execute customized onboarding plans that align with clients’ financial management goals and operational needs.
• Lead the setup and configuration of Docyt software, including the integration with existing financial systems, ensuring data accuracy and system compatibility.
• Provide hands-on training and support to clients, empowering them to effectively use Docyt’s features, such as automated bookkeeping, document management, and real-time financial insights.
• Act as the primary point of contact for clients throughout the onboarding process, addressing any questions, concerns, or technical issues promptly.
• Collaborate with the Docyt support team and other internal stakeholders to enhance the onboarding experience, gather feedback, and implement improvements.
• Stay up-to-date with the latest features and updates of Docyt software, as well as accounting regulations and best practices, to provide informed guidance to clients.
• Identify and pursue upsell and expansion opportunities within the assigned client base
• Monitor and track key performance metrics for assigned clients, and report on the health and success of the relationship
• Contribute to the development of best practices and processes for customer success.

Requirements

• 5-7 years of work experience as a CPA or equivalent work experience in a public accounting setting (required)
• Understands accounting software (it could be Quickbooks, Netsuite, etc.)
• A quick learner that is process-oriented
• Aptitude to troubleshoot problems - capable of asking probing questions and designing solutions to address the issue.
• Account expansion
• Experience working with brand image and promoting value through customer experience
• Exceptional ability to communicate and foster positive business relationships
• Technical skills required as they relate to the use of the product or service
• Accountability and personal organization are essential
• Experience working with and managing international teams as the majority of our CS team sits in India.
• Leadership - shows aptitude to grow into a leader (humble, listens, has the ability to form their own Point of view)

Benefits

• FTE employment opportunity at an early-stage Silicon Valley-based startup
• Competitive compensation
• Comprehensive medical, dental and vision coverage
• Company 401(k) plan
• Company-provided laptop

About Us

Docyt, pronounced “docket”, is a FinTech startup headquartered in Silicon Valley, that is passionately focused on giving businesses control of their financial data. While great strides have been made in sending and receiving payments, businesses still struggle to aggregate all their financial data, understand it, and use it to make well-informed, timely decisions. Docyt brings order to data chaos. Docyt is a super app that applies AI (artificial intelligence) across the entire accounting tech stack. Docyt digitizes financial data, automates both income and expense workflows, continuously reconciles QuickBooks®, and generates real-time financial statements. That explains what we do, but here’s why it’s important. A complete, accurate, real-time financial picture empowers businesses to make timely and smart decisions so their business can thrive.