What are the responsibilities and job description for the Customer Success Manager (Account Management) position at Qvinci Software?
Job Description
WHAT DOES QVINCI DO AND WHY IS IT IMPORTANT?
The leader in multi-entity financial and operational performance, Qvinci helps organizations of all sizes effectively measure, monitor, and communicate financial performance in a manner all stakeholders understand, resulting in increased profitability, faster growth, and improved compliance.
Qvinci’s patented solution automates processes and workflows like the collection, consolidation, and mapping of data into an organization-defined Standard Chart of Accounts, providing near real-time access to the actionable insights that matter most. Whether a multi-entity organization includes separate entities, units, locations, divisions, or departments (“locations”) that focus on the same or different activities, Qvinci’s powerful performance and business intelligence tools like multi-entity wellness dashboards, KPI scorecards, alert notifications, predictive analytics, and cashflow forecasting have all been proven to facilitate an organization’s ability to partner with their location owners/managers more effectively, resulting in vastly improved profitability for everyone.
Iconic Brands such as Neighborly, Orangetheory Fitness, Homewatch Caregivers, AlphaGraphics, and the Better Business Bureau depend on Qvinci every day. As an example, Neighborly has deployed Qvinci across 29 brands and 5000 franchise locations.
Best of all, Qvinci is cost-effective and easy to use. Our success driven Customer Success team ensures that the onboarding, training, and adoption process is simple and straightforward for all Qvinci customers and partners.
WHO SHOULD APPLY?
Non-negotiable: Any candidate must be willing to start out as a customer service manager and earn the right to become an account manager. As a small company, we all must wear a lot of hats. As we grow, there will be opportunity to lead and grow as an account manager, however, the only way to be successful as an account manager at Qvinci is to first be a great customer success manager.
CUSTOMER IMPLEMENTATION, ONBOARDING, AND GENERAL CUSTOMER SUCCESS
Qvinci continues to realize record growth because our valued employees are empowered, pro-active problem solvers who strive for excellence while maintaining a healthy work/life balance.
Founded in 2007, Qvinci® is a global consolidation, financial reporting, business intelligence, and workflow management technology leader whose mission is to provide customers with best-in-class, cloud-based features and functionality that are affordable and easy to use. We are a Texas Limited Liability Company based in Austin, Texas.
Qvinci values honesty, integrity, creativity, open communication, and stresses the need for our staff to maintain a healthy work/life balance. Qvinci’s culture is defined by a single word: “Excellence.” Excellence in the people we hire, the solutions we deliver, and the support we provide to our customers.
We are an Equal Opportunity Employer. We don't discriminate against employees or applicants based on race, religion, age, national origin, citizenship, sexual orientation, pregnancy status, veteran status, or any other differences. If you have a disability, please let us know if there's anything we can do to make the interview process better for you. We're happy to accommodate. As a US employer, we are required to verify that all applicants/employees, regardless of citizenship or national origin, are eligible to work in the United States.
Qvinci continues to realize record growth because our valued employees are empowered, pro-active problem solvers who strive for excellence while maintaining a healthy work/life balance. Founded in 2007, Qvinci® is a global consolidation, financial reporting, business intelligence, and workflow management technology leader whose mission is to provide customers with best-in-class, cloud-based features and functionality that are affordable and easy to use. We are a Texas Limited Liability Company based in Austin, Texas. Qvinci values honesty, integrity, creativity, open communication, and stresses the need for our staff to maintain a healthy work/life balance. Qvinci’s culture is defined by a single word: “Excellence.” Excellence in the people we hire, the solutions we deliver, and the support we provide to our customers. We are an Equal Opportunity Employer. We don't discriminate against employees or applicants based on race, religion, age, national origin, citizenship, sexual orientation, pregnancy status, veteran status, or any other differences. If you have a disability, please let us know if there's anything we can do to make the interview process better for you. We're happy to accommodate. As a US employer, we are required to verify that all applicants/employees, regardless of citizenship or national origin, are eligible to work in the United States.
WHAT DOES QVINCI DO AND WHY IS IT IMPORTANT?
The leader in multi-entity financial and operational performance, Qvinci helps organizations of all sizes effectively measure, monitor, and communicate financial performance in a manner all stakeholders understand, resulting in increased profitability, faster growth, and improved compliance.
Qvinci’s patented solution automates processes and workflows like the collection, consolidation, and mapping of data into an organization-defined Standard Chart of Accounts, providing near real-time access to the actionable insights that matter most. Whether a multi-entity organization includes separate entities, units, locations, divisions, or departments (“locations”) that focus on the same or different activities, Qvinci’s powerful performance and business intelligence tools like multi-entity wellness dashboards, KPI scorecards, alert notifications, predictive analytics, and cashflow forecasting have all been proven to facilitate an organization’s ability to partner with their location owners/managers more effectively, resulting in vastly improved profitability for everyone.
Iconic Brands such as Neighborly, Orangetheory Fitness, Homewatch Caregivers, AlphaGraphics, and the Better Business Bureau depend on Qvinci every day. As an example, Neighborly has deployed Qvinci across 29 brands and 5000 franchise locations.
Best of all, Qvinci is cost-effective and easy to use. Our success driven Customer Success team ensures that the onboarding, training, and adoption process is simple and straightforward for all Qvinci customers and partners.
WHO SHOULD APPLY?
- Is your passion helping business owners win and become successful?
- Are you a passionate Customer Success professional looking to make a meaningful impact in customer relationships?"
- Do you want to become an account manager?
- Will you join us, and help all businesses gain profitability?
- Upon hire we will provide you with a clear path to meeting your financial goals and professional objectives.
- Competitive Salary
- Variable Compensation Plan
- Health Insurance
- Dental Insurance
- Life Insurance
- Health Savings Account
- 401K
- 3 Year financial and position planning
- Annual Bonus Plan
- Sale/Exit Bonus Plan
Non-negotiable: Any candidate must be willing to start out as a customer service manager and earn the right to become an account manager. As a small company, we all must wear a lot of hats. As we grow, there will be opportunity to lead and grow as an account manager, however, the only way to be successful as an account manager at Qvinci is to first be a great customer success manager.
CUSTOMER IMPLEMENTATION, ONBOARDING, AND GENERAL CUSTOMER SUCCESS
- Account setup, account configuration, implementation, training, and onboarding.
- Make outbound calls and emails to schedule customer appointments.
- Handle customer inquiries, and issues through videoconference, phone, email, and chat.
- Troubleshoot and resolve product issues and concerns with customers.
- Document and update customer records based on interactions.
- Develop, maintain, and communicate a knowledge base of the evolving products and services.
- Manage the customer journey.
- Mitigate customer churn.
- Upsell existing customers with additional service offerings and subscriptions.
- End to end ownership and responsibility of your customer.
- Manage the customer journey through Salesforce.
- Ability to take technical features and the benefits of our solutions and effectively communicate the value to our customers.
- Some understanding of financial reporting and financial applications.
- A minimum of 3 years, previous experience in SaaS B2B customer service or support mandatory.
- Providing customer success for products sold to accountants, franchises, dioceses, or multi-unit businesses is a huge plus.
- A proven history of dedication and longevity at past employers, candidates who jump around from job to job will not be considered, without a sound explanation.
- Executing customer success processes and best practices for smaller transactional sales like current Qvinci customers Baker Tilly, Rehmann, Ontario Teachers Association, Equality California, Carta Healthcare, etc.
- Executing customer success processes and best practices for enterprise sales like current Qvinci customers Neighborly, Tropical Smoothie Café, Authority Brands, Driven Brands, BDO, Roark Capital, PostNet, Service Master, etc.
- Role-specific Qualifications: Expert level experience a big plus in:
- Microsoft Excel
- Use of Salesforce
- Understanding of QuickBooks or similar accounting software
- Microsoft Word, PowerPoint, Adobe, Scheduling Software, Jira, Confluence
- Creative: Independent critical thinker capable of seeing the problem and creating salient, effective, and efficient solutions.
- Humble: Have humility and be respectful; no big egos allowed.
- Effective: Execution with Excellence! Get stuff done!
- Adaptable: Willing to fill any role, anytime. Going above/beyond the call of duty. Never use, “that’s not my job.”
- Transparent: Open and honest to self and others.
- Strategic[TL1] : Think big, go fast, and solve problems for the customer and your team members.
- Organized: Very organized with the ability to work for periods under little or no supervision, yet also be a team player.
- Consultative: Operate in a consultative manner with prospects and customers.
- Overachiever: Low on ego and high on execution.
- Flexible: Must be cooperative and be able to adjust calendar and appointments to help your team or customer at any time.
- Sale Orientated: Strong interest in identifying and driving opportunities to expand Qvinci applications and services.
Qvinci continues to realize record growth because our valued employees are empowered, pro-active problem solvers who strive for excellence while maintaining a healthy work/life balance.
Founded in 2007, Qvinci® is a global consolidation, financial reporting, business intelligence, and workflow management technology leader whose mission is to provide customers with best-in-class, cloud-based features and functionality that are affordable and easy to use. We are a Texas Limited Liability Company based in Austin, Texas.
Qvinci values honesty, integrity, creativity, open communication, and stresses the need for our staff to maintain a healthy work/life balance. Qvinci’s culture is defined by a single word: “Excellence.” Excellence in the people we hire, the solutions we deliver, and the support we provide to our customers.
We are an Equal Opportunity Employer. We don't discriminate against employees or applicants based on race, religion, age, national origin, citizenship, sexual orientation, pregnancy status, veteran status, or any other differences. If you have a disability, please let us know if there's anything we can do to make the interview process better for you. We're happy to accommodate. As a US employer, we are required to verify that all applicants/employees, regardless of citizenship or national origin, are eligible to work in the United States.
Qvinci continues to realize record growth because our valued employees are empowered, pro-active problem solvers who strive for excellence while maintaining a healthy work/life balance. Founded in 2007, Qvinci® is a global consolidation, financial reporting, business intelligence, and workflow management technology leader whose mission is to provide customers with best-in-class, cloud-based features and functionality that are affordable and easy to use. We are a Texas Limited Liability Company based in Austin, Texas. Qvinci values honesty, integrity, creativity, open communication, and stresses the need for our staff to maintain a healthy work/life balance. Qvinci’s culture is defined by a single word: “Excellence.” Excellence in the people we hire, the solutions we deliver, and the support we provide to our customers. We are an Equal Opportunity Employer. We don't discriminate against employees or applicants based on race, religion, age, national origin, citizenship, sexual orientation, pregnancy status, veteran status, or any other differences. If you have a disability, please let us know if there's anything we can do to make the interview process better for you. We're happy to accommodate. As a US employer, we are required to verify that all applicants/employees, regardless of citizenship or national origin, are eligible to work in the United States.