Remote AI Accounting Software Implementation Specialist

Premier Global Links LLC; Oregon; Ibrido; USD 80.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive equity package

Remote work opportunity

Descrizione del lavoro

Premier Global Links LLC is seeking a Customer Success Manager to help customers onboard, adopt features, and achieve measurable results in an AI-powered accounting platform.

You will manage onboarding, training, check-ins, and quarterly reviews while identifying expansion opportunities and driving renewals. The role suits someone with SaaS and accounting workflows experience, including month-end close and reconciliations.

Competenze

• 2–4 years in a customer-facing role.
• Strong communication and relationship management.
• Experience onboarding, training, implementation, or account management.
• Ability to manage multiple accounts and prioritize needs.
• Interest in accounting tech, SaaS, and AI-powered solutions.

Mansioni

• Lead customer onboarding, product training, setup, and implementation.
• Conduct check-ins, working sessions, and QBRs.
• Drive product adoption, satisfaction, renewals, and retention.
• Identify risks and coordinate with Account Executives on renewals.
• Support customers, respond to inquiries, and pursue expansion opportunities.
• Create customer education materials (videos, guides, emails).
• Document best practices and improve onboarding/engagement processes.
• Collaborate with internal teams to reduce friction and improve CX.

Conoscenze

Customer-facing experience

Account management

Communication skills

Onboarding & training

Formazione

Accounting education or CPA

QuickBooks ProAdvisor certification (plus)

Strumenti

QuickBooks Online

Xero

NetSuite

Descrizione del lavoro

Premier Global Links LLC is seeking a Customer Success Manager to help customers onboard, adopt features, and achieve measurable results in an AI-powered accounting platform.

You will manage onboarding, training, check-ins, and quarterly reviews while identifying expansion opportunities and driving renewals. The role suits someone with SaaS and accounting workflows experience, including month-end close and reconciliations.