As a Client Success Specialist at Botkeeper, your role is crucial in driving client retention, advocacy, product-led growth (PLG), and overall satisfaction. This position is centered around providing exceptional training, ongoing support, and strategic consulting to our clients. You will be the key driver of customer success, ensuring they realize the full value of our products and services.

　　Responsibilities Include:

　　Developing and delivering tailored training programs that cater to clients' unique needs.

　　Offering ongoing support and strategic consulting to optimize client usage and satisfaction with Botkeeper's technology and services.

　　Building strong, empathetic relationships with clients, showcasing high emotional intelligence.

　　Collaborating closely with the sales team for seamless client onboarding.

　　Utilizing HubSpot Service Hub tools for efficient client interaction management and analysis.

　　Analyzing client feedback and collaborating with internal teams for continuous product enhancement.

　　Proactively identifying and addressing client needs, adapting strategies for long-term success.

　　Regularly engaging with clients to develop and execute customized success plans.

　　Qualifications:

　　Exceptional communication, training, and relationship-building skills.

　　Strong passion for client success, with a focus on retention and satisfaction.

　　Experience in training, support, and strategic consulting within a B2B SaaS environment.

　　Proven track record in a client-facing role, demonstrating the ability to drive client success.

　　Analytical mindset with the ability to translate client feedback into actionable insights.

　　Preferred: Knowledge of accounting practices and systems, experience working with CPAs/Accountants.

　　Bachelor’s degree in a business-related program (preferred).

　　Nice to Have:

　　Previous experience in a Client Success or Account Management role within a SaaS environment or Accounting-related field

　　Experience with HubSpot Service Hub features/Service Hub Enterprise

　　Salary Range:

　　$60,000 - $85,000 with an additional variable potential of $5,000 - $10,000About Botkeeper:

　　Botkeeper provides bookkeeping to businesses using a powerful combination of skilled accountants and automated data entry through the use of machine learning and AI. Our clients receive 24/7 accounting and support as well as incredible insight into their financials with beautiful dashboards and unlimited reporting. The platform easily integrates with a client’s bank accounts, credit cards, HR system, and POS system, and makes appropriate entries and adjustments to their QuickBooks Online accounts, providing businesses with a 24/7 AI-driven Botkeeper. 

　　Botkeeper Benefits:

　　We offer unlimited PTO, competitive compensation and healthcare, remote work, and 12 weeks of paid parental leave. Additional benefits include company retreats, incredible opportunities for career growth, continued professional education, and collaboration with our team of smart, supportive colleagues.

　　Equal Employment Opportunity Statement:

　　Botkeeper is proud to be an Equal Employment Opportunity employer and we encourage all to apply to join our team! We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, military or veteran status, disability, or any other applicable characteristics protected by law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [email protected].

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