[Remote] Specialist - Customer Success (Top-Tier) at FreshBooks

Austin, Texas, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

4-7 years of experience in a customer-facing role (Customer Success, Account Management, or Consulting)
Proven track record of establishing yourself as a strategic trusted advisor to clients

Responsibilities

Proactively engage with customers based on defined engagement models, building long-term partnerships
Establish and nurture relationships with key customer stakeholders, mapping out organizational structures
Act as the primary point of contact and a trusted advisor for your customer portfolio
Develop and maintain deep product knowledge across all Freshworks product lines
Understand and document customers' business flows and use cases to provide tailored solutions
Conduct effective product demonstrations and design solutions that address specific business needs
Own two key metrics: increasing product adoption and ensuring customer retention
Evaluate how customers are using their Freshworks investment and identify opportunities for efficiency and effectiveness
Promote awareness of the latest product innovations and features to drive excitement and continuous value
Work closely with internal cross-functional teams (Product, Sales, Pre-Sales, Marketing, Support) to resolve customer issues
Collaborate with Program Managers to use data-driven insights to run focused customer engagement programs
Implement and support Freshworks' compliance and information security processes

Skills

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

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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