FreshBooks

Lead - Customer Engagement

Chicago, Illinois, United States

FreshBooks Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Customer Service Software, SaaS, IT ServicesIndustries

Requirements

Candidates should possess a Bachelor's degree and demonstrate at least 7 years of experience in customer engagement, with a strong preference for SaaS implementations. Proven leadership skills and the ability to coordinate cross-functional teams are essential, along with excellent communication and project management abilities.

Responsibilities

The Lead - Customer Engagement will serve as the primary point of contact for customers during software implementation and deployment, managing all aspects of project management including scope and change requests. They will collaborate closely with customers and internal teams such as Product, Engineering, and Sales to develop and execute implementation plans, conduct pre-kickoff and kick-off meetings, and ensure projects are delivered on time and with quality results. Additionally, the role involves defining resource requirements, organizing project teams, establishing communication and risk management plans, and coordinating onsite customer visits to consistently deliver ‘moments of wow’ to customers.

Skills

Project Management
Customer Engagement
Stakeholder Communication
Deployment Planning
Risk Management
Team Coordination
Onsite Customer Visits

FreshBooks

Cloud-based accounting software for businesses

About FreshBooks

FreshBooks provides cloud-based accounting software aimed at simplifying financial management for small to medium-sized businesses and self-employed professionals. The software allows users to efficiently track expenses, time, and invoices, making it accessible even for those without accounting experience. Users subscribe to the service with various pricing tiers, and they can take advantage of a 30-day money-back guarantee and an 80% discount for the first four months. FreshBooks stands out from competitors by offering a user-friendly interface and mobile accessibility, enabling users to manage their finances on the go. The company's goal is to help business owners and accountants streamline their financial processes, improve organization, and enhance client relationships.

Key Metrics

Toronto, CanadaHeadquarters
2003Year Founded
$149.6MTotal Funding
DEBTCompany Stage
Consumer Software, FintechIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
401(k) Company Match
Stock Options
Unlimited Paid Time Off
Parental Leave
Home Office Stipend
Professional Development Budget

Risks

Increased competition from market leaders may impact FreshBooks' market share.
Dependency on Stripe's technology could pose risks if Stripe faces issues.
Economic downturns may threaten FreshBooks' subscription-based revenue model.

Differentiation

FreshBooks offers a user-friendly platform for non-accountants, simplifying financial management.
The company provides mobile-friendly solutions, catering to the rise of remote work.
FreshBooks' integration with Shopify enhances e-commerce capabilities for online businesses.

Upsides

FreshBooks' subscription model aligns with industry trends, boosting customer acquisition and retention.
The expansion of Stripe Connect features enhances FreshBooks Payments, improving payment processing.
AI-driven financial analytics tools can provide predictive insights, enhancing decision-making.

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