What are the responsibilities and job description for the Customer Success Associate (Accounting Partners) position at Settle?
Who We Are
Settle is on a mission to make buying inventory super easy. Since the company's inception in 2019, we've been building a cashflow management platform that allows founders and small business owners to more easily manage their company's financial health with a mix of accounts payable and flexible financing tools. We already work with some amazing brands that you probably know and love, like Branch Furniture, Olipop, Truvani, Starface, and Ghia.
Check us out in On Deck's Top Companies of 2023, Forbes' Next Billion-Dollar Startups, Techcrunch and this Kleiner blog post.
About the role :
We're looking for someone with strong customer relationship and account management skills who can identify opportunities, and devise innovative strategies to elevate our customer service within our Accounting Partner Channel. This role requires a deep understanding of the accounting ecosystem and the ability to build strong relationships with accounting professionals.
What you'll do :
- Manage and grow a portfolio of small / mid-sized businesses : Oversee a portfolio of SMBs referred by our Accounting Partner network, with a focus on reducing churn, uncovering revenue opportunities, and ensuring customer success.
- Listen to customer needs and problem-solve : Engage with customers to understand their challenges and facilitate their success by leveraging Settle's Working Capital, Inventory Suite and Bill Pay Solutions, with a focus on integrating with accounting software like QuickBooks and NetSuite
- Facilitate regular customer engagement : Coordinate customer check-ins, including quarterly business reviews, credit meetings, and product feedback sessions.
- Proactively engage with customers : Initiate proactive communication to monitor and support their business objectives, achievements, and significant milestones.
- Collect and provide competitive insights : Gather regular customer feedback to deliver valuable competitive insights to product and engineering teams, with a specific focus on the needs and pain points of accountants
- Stay updated on product knowledge : Maintain expertise on the latest features, products, and best practices across our suite of offerings.
- Collaborate with the Credit team : Work closely with our Credit team to effectively manage our existing working capital portfolio.
- Work closely with Sales counterparts : Work with the sales team to ensure a smooth transition for customers.
- Record customer interactions : Maintain comprehensive records of customer interactions and communications within Salesforce.
- Be a connector : Match customers to opportunities with internal stakeholders from partnerships, marketing, products, and more.
What You'll Need
Nice to have :
Compensation :
This role has an annual salary range with OTE of $86,000-$110,000 equity benefits. Actual compensation will be determined by various factors, including your skills and experience.
Benefits & perks that we offer :
Our Commitment to You
At Settle we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.
With a commitment to maintaining a bias-free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws of the places in which we operate. We expect our business partners, suppliers, clients, and all of our team members to uphold these commitments.
Salary : $86,000 - $110,000
