Job description
Job Location
Davis, California
Job Description
Would you describe yourself as an independent person who hates to be micromanaged?
Are you a pretty serious person who likes to be left alone to get your work done?
Do you thrive in chaos?
Do you perform well when there’s lots to juggle?
If you found yourself nodding your head yes to those questions, then we want to meet you!
At Likes Accounting Company our passion is teaching small businesses how to know and understand their numbers, so that they can live more financially rewarding lives. We offer bookkeeping services, financial coaching and education to support our heroes - small business owners. We’re a fast-growing company with clients (our raving fans) from all over the US!
We’re specifically looking for a customer success manager who will roll up their sleeves and lead a team from inside the trenches. As a key member of our team, you will help craft the company's customer success strategies, build strong relationships with clients and collaborate with our leadership team internally to deliver consistently excellent customer experiences.
Our ideal candidate is passionate about using analytical skills to identify problems, find solutions, and improve relationships. They love building and following processes. And they have a passion for technology, an entrepreneurial spirit, and are curious about the clients we serve.
Objectives of this Role
Manage and maintain the integrity of the in-house technology stack. Updating client files, maintaining team continuity, identifying points of integration improvements.
Assist with client facing technology – onboarding, setup of some software, guiding the team to the resource for them to execute their role.
Proposals – with guidance from the leadership team, prepare the initial proposals, manage the library of services
Client Onboarding - once agreement has been reached, manage the in-house tech onboarding , client onboarding sessions, the team introductions
Maintain and develop customer success strategies, processes and best practices, as well as client support content, with the help of the executive team
Communicate effectively with both internal and external senior-level management to understand client needs, maximize retention and growth and communicate learnings
Daily and Monthly Responsibilities
Serve as day-to-day contact, along with project manager, for our clients as part of the client services team, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
Review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and achieve goals
Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
Collaborate, problem solve, and/or strategize upcoming client meetings with team members
Prepare necessary communications for client meetings
Required Skills and Qualifications
3-5 years of experience in communications, marketing, sales, account management, or customer success
Strong verbal and written communication, strategic planning, and project management skills
Analytical and process-oriented mindset
Comfortable working across multiple clients and team members in a deadline-driven environment
Active team player, self-starter, and multitasker who can quickly adjust priorities
Preferred Qualifications
Previous self-employment experience
Knowledge of Quickbooks Online
Understanding of basic Payroll Processes
Experience building processes
This is a REMOTE position.
Requirements
Employment type: Part-time
Work hours: 25 to 40 hours work
Required education: None
Required experience: Experienced
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