Customer Success Manager II

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FinQuery, Formerly LeaseQuery

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

☁️ SaaS

💳 Fintech

💰 Venture Round on 2020-01

Finance • SaaS • Fintech

FinQuery, formerly known as LeaseQuery, is a company that provides finance and accounting software solutions designed to simplify complex accounting tasks and ensure compliance with various financial standards. Their platform offers tools for lease accounting, prepaid and accrual accounting, contract management, and SBITA accounting. The software is CPA-built and automates processes such as amortization schedules, journal entries, and expense management, which facilitates compliance with ASC 842, IFRS 16, GASB 87, and other standards. FinQuery uses AI-enabled technology to streamline accounting tasks, making it easier for professionals and organizations to manage leases, contracts, and financial forecasts effectively. With a focus on audit readiness and supporting over 8,000 organizations worldwide, FinQuery aims to improve the accuracy and efficiency of financial accounting processes.

📋 Description

• Serve as the face of FinQuery with respect to your assigned customers • Maximize customer satisfaction rates • Drive expansion by identifying customers’ needs for additional products and services • Manage renewals and promote adoption, engagement, and advocacy • Contribute to the development of FinQuery’s product roadmap • Conduct regular proactive calls and account review meetings • Monitor health metrics such as NPS and churn scores • Identify upsell and cross-sell opportunities • Own customer renewal cycles end to end • Build Customer Success Plans in partnership with management • Manage customer complaints and resolve issues • Represent the voice of the customer to inform product roadmaps • Utilize customer data and metrics to make informed decisions • Identify opportunities for customers to become advocates • Conduct all business in accordance with FinQuery policies and procedures

🎯 Requirements

• 3-4 years customer success or account management experience in SaaS or software company • Experience in creating success plans and utilizing data to identify the health of a customer • 4-year degree or equivalent experience • Good communication skills, both written and verbal • Must have strong organizational skills and be detail oriented • Demonstrated ability to build and maintain relationships with customers • Strong analytical and goal oriented mindset • Emerging ability to recognize upsell and expansion opportunities when speaking to customers • Exposure to contract negotiations and renewal discussions with customers • Experience working in G-Suite, Salesforce, and/or Churnzero

🏖️ Benefits

• Annual employee development program stipend of $1,000 for each employee • Mentorship program available • Sabbatical program of 4 weeks after 5 years of service • Advancement opportunities based on results • Signing stipend for a work-from-home setup • Paid Time Off • Parental Leave Benefits • Fertility/Adoption Assistance • Annual tutoring stipend for your children