Customer Success Manager
Flatfile110,000 - 125,000 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Software as a Service (SaaS), Customer Experience (CX), Customer Support SoftwareIndustries
Requirements
Candidates should possess 5-7 years of Professional Services experience as a project or program manager overseeing the delivery of SaaS implementation projects, specifically with experience in platforms like Salesforce, Zendesk, ServiceNow, Jira, and others. Formal project management training and/or certification, such as PMP, is required.
Responsibilities
The Lead - Customer Engagement will be the prime contact for customers during software implementation and deployment, managing all aspects of project management including scope and change request management. They will work closely with customers and internal teams to develop and execute implementation plans, conduct pre-kickoff and kick-off meetings, establish project plans and milestones, and participate in developing practices and templates. The role involves monitoring project progress, reporting status to stakeholders, coordinating customer visits, and recommending product enhancements. Additionally, the Lead - Customer Engagement will coordinate with sales and implementation services to scope customer engagements, manage resources, establish communication and risk management plans, and potentially work outside of regular office hours, with 20% or more travel required.
Skills
Customer Engagement
Project Management
Cross-functional Team Coordination
SaaS Implementation
Stakeholder Management
Change Request Management
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.
Toronto, CanadaHeadquarters
2003Year Founded
$149.6MTotal Funding
DEBTCompany Stage
Consumer Software, FintechIndustries
201-500Employees