FreshBooks

Lead - Customer Engagement

Austin, Texas, United States

FreshBooks Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Customer Service Software, SaaS / Cloud SoftwareIndustries

Requirements

Candidates should possess a Bachelor's degree and demonstrate at least 5 years of experience in customer engagement, project management, or a related field. Strong communication, coordination, and leadership skills are essential, along with the ability to manage cross-functional teams and effectively communicate with stakeholders.

Responsibilities

The Lead - Customer Engagement will be responsible for coordinating the implementation and deployment of Freshworks’ SaaS products for customers, managing cross-functional teams, and ensuring successful project delivery within agreed-upon timeframes. This includes defining project goals, managing scope and change requests, conducting pre-kickoff and kick-off meetings, developing implementation plans, establishing project plans and milestones, participating in establishing practices and tools, ensuring customer satisfaction, defining resource requirements, coordinating customer visits, and monitoring project progress.

Skills

Project Management
Customer Engagement
Cross-functional Team Coordination
SaaS Implementation
Change Management
Stakeholder Communication

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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