- Guide new customers through onboarding and implementation.
- Deliver product training via video calls, demos, and written resources.
- Serve as a trusted advisor to founders and operators.
- Build strong relationships with founders, operators, and finance leaders.
- Monitor customer health and engagement to proactively address issues.
- Work closely with Product, Engineering, and Support teams to escalate issues.
- Share customer feedback and insights to shape product improvements.
AccountingAccount ManagementCustomer Success+2 more