SafeSend

👥 101-250💰 almost 4 years agoAccountingIntelligent SystemsFinancial ServicesTechnical SupportAppsSoftware💼 Private Company
Website LinkedIn Email Facebook Twitter

SafeSend is a leading provider of innovative SaaS solutions designed to automate the tax and accounting profession. Our flagship product, SafeSend Returns®, a multi-year winner of the CPA Practice Advisor Technology Innovation Award, streamlines the digital assembly, secure delivery, and e-signature capture of tax return packages. We also offer TicTie Calculate®, an Adobe Acrobat plug-in, and SafeSend Exchange™, a secure file exchange system. We're transforming how accounting firms operate, enabling them to work more efficiently and enhance client service. SafeSend's technology stack incorporates a robust infrastructure leveraging Amazon Web Services (including the Virginia region), Cloudflare CDN and security features like DNSSEC and IPv6. Our team uses Envoy for internal systems and prioritizes a collaborative, results-oriented environment focused on delivering cutting-edge solutions. We value innovation, customer success, and a positive team culture. Our commitment to excellence is reflected in our consistent growth and recent awards. We're a company of 101-250 employees headquartered in Ann Arbor, Michigan, and foster a supportive and engaging work environment with a competitive compensation and benefits package. This includes profit sharing, company-paid health benefits, a 401(k) match, and a Section 125 plan, along with paid time off. Our team is passionate about using technology to improve the lives of accounting professionals. SafeSend continues to experience significant growth, driven by the increasing demand for our automated solutions. We are backed by Lead Edge Capital and consistently enhance our platform with new features and capabilities, making us a compelling choice for forward-thinking professionals seeking a rewarding career in a dynamic and impactful company.

Related companies:

Jobs at this company:

Apply

🔍 SAAS

  • 2+ years of experience as a Customer Success Manager.
  • Experience in the SAAS industry preferred.
  • A passion for technology; comfortable with web-based applications.
  • Exceptional time management skills and ability to prioritize multiple tasks in a fast-paced environment while meeting critical deadlines.
  • Excellent presentation skills and ability to effectively communicate a variety of topics to a diverse audience.
  • Experience providing high-level client support, internally and externally, along with the ability to build relationships with clients and team members.
  • Excellent verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Possess the ability to self-motivate, maintain a consistent schedule, and to train clients who may have no understanding of the product.
  • Excellent computer skills including Microsoft Word, Excel, PowerPoint, and Outlook.
  • Own the entire relationship with assigned accounts, including adoption, expansion, retention, and satisfaction.
  • Identify at-risk accounts and develop plans to address their concerns and improve their experience.
  • Develop a thorough understanding of our solutions and service offerings to better upsell and cross-sell to customers.
  • Assist in product launches.
  • Identify and manage upselling and additional purchase opportunities to customers to ensure customers continue to derive value from our offerings.
  • Achieve and exceed sales targets and KPIs.
  • Promote customer success stories and case studies to highlight the value of our solutions.
  • Review the customer journey, determine how it’s supported, and use a consultative approach to help clients overcome issues and achieve their goals.
  • Analyze customer data to identify trends, opportunities, and areas for improvement.
  • Work with the company's Marketing, Sales, and Product teams to support the development of marketing initiatives to help ensure continually evolving products that meet or exceed client expectations.
  • Invest in ongoing self-development to acquire industry-relevant skills necessary to satisfy customer needs.
Posted 22 days ago
Apply