Implementation Specialist

Wintermeyer Ventures; United States; A distancia; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

Wintermeyer Ventures is seeking a Customer Success professional to guide bookkeeping and accounting firms through onboarding and their first 90-100 days on our B2B accounting software.

You will run one-hour onboarding calls, manage implementations for a portfolio of clients, train teams, handle product updates, and serve as the primary contact during onboarding to support renewals and user adoption.

Formación

• 2+ years of full-time work experience.
• Bookkeeping or accounting experience is required.
• Familiarity with tools such as Slack, Salesforce, Google Workspace, Notion, Intercom, QuickBooks, Xero, and Zapier.

Responsabilidades

• Lead one-hour onboarding calls over Zoom to support setup and provide introductory product training.
• Manage implementation for a portfolio of small and midsized bookkeeping and accounting firm clients during their first 90-100 days.
• Hold follow-up calls for setup, feature training, team training, and product updates.
• Serve as the primary contact for customer questions during onboarding and work to support strong renewal outcomes.
• Document customer feedback and feature requests to inform product improvements and internal processes.
• Transition out as the dedicated point of contact after the implementation support period.

Conocimientos

Bookkeeping

Customer-facing SaaS

Proactive & coachable

Herramientas

Slack

Salesforce

Google Workspace

Notion

Intercom

QuickBooks

Xero

Zapier

Descripción del empleo

About the Role

Join the customer success team at a B2B accounting software company, helping bookkeeping and accounting firms get started with the platform. You will guide new customers through onboarding and their first 90-100 days, helping them adopt the product and build a strong foundation for ongoing use.

What You'll Do

• Lead one-hour onboarding calls over Zoom to support setup and provide introductory product training.
• Manage implementation for a portfolio of small and midsized bookkeeping and accounting firm clients during their first 90-100 days.
• Hold follow-up calls for setup, feature training, team training, and product updates.
• Serve as the primary contact for customer questions during onboarding and work to support strong renewal outcomes.
• Document customer feedback and feature requests to inform product improvements and internal processes.
• Transition out as the dedicated point of contact after the implementation support period.

What We're Looking For

• At least 2 years of full-time work experience.
• Bookkeeping or accounting experience is required.
• Customer-facing SaaS experience is a plus; a proactive, coachable approach and comfort in an individual contributor role are important.
• Familiarity with tools such as Slack, Salesforce, Google Workspace, Notion, Intercom, QuickBooks, Xero, and Zapier.

Compensation & Benefits

Compensation is $70,000 to $90,000 USD annually. Visa sponsorship is not available.

Location

Remote within North America, including the United States.