Bookkeeper SaaS Implementation & Onboarding Specialist

Talentify; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

401k plan

Job summary

Double is seeking a customer success professional in New York to onboard early customers, train users, and ensure successful adoption of our all-in-one bookkeeping software. You will own setup tasks, coordinate with Account Executives, and help customers renew after the initial onboarding period.

Ideal candidates have accounting or bookkeeping experience, 2–3 years in customer-facing SaaS roles, and strong communication skills.

Qualifications

• Accounting or bookkeeping experience is required.
• 2-3 years in a customer-facing role at an early-stage SaaS startup.
• Ability to articulate complex concepts clearly, in writing and speech.

Responsibilities

• Conduct onboarding calls with prospective customers, train them to use the product, and help them realize value quickly.
• Ensure that all technical implementation and account set-up steps have been completed for each account that you onboard.
• Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Double.
• Maintain a high renewal rate after initial three month implementation period (80-85%).
• Proactively reach out to accounts to ensure they're continuing to reach their goals and respond to any inbound support inquiries in a timely manner.
• Create customer education materials: record video feature overviews, ensure product documentation is up to date, and write user guides when necessary.
• Keep your finger on the pulse of trending feature requests and areas within the product that could be improved, then document and share customer feedback with the rest of the team to inform our product roadmap.

Skills

Customer-facing experience

SaaS familiarity

Attention to detail

Tools

Slack

Notion

HubSpot

Salesforce

Job description

Double is seeking a customer success professional in New York to onboard early customers, train users, and ensure successful adoption of our all-in-one bookkeeping software. You will own setup tasks, coordinate with Account Executives, and help customers renew after the initial onboarding period.

Ideal candidates have accounting or bookkeeping experience, 2–3 years in customer-facing SaaS roles, and strong communication skills.