We are looking for a dynamic professional to join our growing team as an Implementation and Support Associate specifically for our Accounts Payable Automation feature. You will be responsible for driving the implementation and adoption of this feature and supporting current customers. This role also works closely with our product and marketing teams as we continue to develop and improve based on customer feedback that you will provide.
This role specifically will involve Salesforce admin steps such as configuring a Salesforce org and our Salesforce objects for our AP Automation module.
What you will do:
- Become an expert in the use of our cloud-based Accounting and ERP product that is native to the Salesforce Platform
- Manage implementation projects as customers onboard with this feature
- Conduct in-depth product training sessions for new customers, focusing on best practices and efficient workflows.
- Provide support through online case management and online meetings to answer user’s questions and solve problems
- Work closely with the internal CX team to assist customers adapt our solution to their evolving business needs
- Serve as a subject matter expert to the product development, marketing, and technical writing teams to provide valuable customer feedback and insight
- Troubleshoot any technical issues and escalate complex problems to the development team.
Essential Skills and Qualifications:
- Bachelor’s degree or 4+ years of experience in accounting
- Strong written and verbal communication skills
- In-depth knowledge of Accounts Payable processes, with experience in automation best practices.
- Salesforce Experience required; comfort with org configuration and object customization is essential
- Strong customer relationship, organizational, analytical skills, and problem-solving skills
- Experience supporting customers -- proficiency in troubleshooting software issues, resolving technical problems, and providing technical guidance to customers
- Demonstrated ability to independently manage customer software onboarding projects from kickoff to go-live with minimal oversight