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 including experience with platforms like Salesforce, Zendesk, ServiceNow, Jira, and others. Formal project management training and/or certification, such as PMP, is required. The role necessitates strong coordination and communication skills, as well as the ability to manage cross-functional teams effectively.
Responsibilities
The Lead - Customer Engagement will be responsible for coordinating the implementation and deployment of FreshBooks’ SaaS products for customers, working closely with customer and internal teams including Product, Engineering, Marketplace, Sales, Pre-Sales, and Support. This includes managing project scope and change requests, developing and executing implementation plans, conducting pre-kickoff and kick-off meetings, establishing project plans and milestones, participating in the development of practices and tools, ensuring customer satisfaction, defining resource requirements, managing communication and risk, coordinating customer visits, monitoring project progress, and communicating updates to stakeholders. Additionally, the role involves recommending product enhancements and collaborating with sales and implementation services to scope customer engagements, and potentially requiring travel and working outside of regular office hours.
Skills
Project Management
Customer Engagement
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