Customer Success Manager – Accountancy SaaS

🕒 April 30

🏢🏡 London – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Logo of Silverfin

Silverfin

WebsiteLinkedIn

51 - 200 employees

Founded 2013

☁️ SaaS

💸 Finance

💰 $30M Series B on 2020-06

SaaS • Finance • Accounting

Silverfin is a cloud-based financial reporting and compliance platform designed to enhance the efficiency, competitiveness, and profitability of accounting firms. Built specifically for accountants, Silverfin automates core accounting tasks such as the preparation of working papers, financial statements, and tax computations, while also providing tools for data analytics and reporting. It enables firms to improve compliance accuracy, unlock operational capacity, and create new revenue opportunities through customizable workflows and integrations with other financial systems. Over 800 accounting firms worldwide leverage Silverfin to modernize their services and enhance client advisory capabilities.

📋 Description

• Act as the main point of contact for our customers and the primary liaison between the customer and our product teams • Lead onboarding processes and delivering training and roll out plans for new customers • Support customers through digital transformation projects with a clear view of the customers objectives in order to achieve maximum usage and deliver a superior customer experience • Assist with the basic set-up and customisation of the Silverfin environment • Monitor usage, proactively contacting clients and delivering support and guidance to maximise usage, including the identification of any change resistance • Identify upsell opportunities, as well as churn risk across your book of business using both customer relationships and also usage data from across the platform, and manage both of these to drive NRR growth • Work collaboratively with CS and product, to reduce the ‘Time to Value’ for new users of Silverfin • Support in the creation and maintenance of training materials and learning platform to help scale our CS offering and deliver a world class customer experience

🎯 Requirements

• An accounting background either by experience in practice or within the accounting/fintech industry • Commercial experience of working in an accounting practice would be a distinct advantage • Experience in software pre/post sales, consulting, account management, service delivery and/or customer success management (desirable) • Demonstrable passion for Customer Experience and Technology • Excellent communication and interpersonal skills, with the ability to positively influence customers • Excellent organisation, project management and time management skills • Can-do mentality & Eagerness to learn • Team Player • Willingness to take up a role outside of your comfort zone

🏖️ Benefits

• Be part of something bigger - Join a growing SaaS company that’s now proudly part of Visma, Europe’s leader in mission-critical cloud software. • A connected team, wherever you are - Take part in regular team activities, retreats, and offsites to keep our culture thriving. • Grow with us - Take advantage of career development opportunities and a personal training allowance to support your growth. • Time to recharge - Enjoy our company-wide Wellbeing Days off each month (reviewed annually). • Fair compensation - Receive a competitive rewards package with benefits tailored to your role. • Flexibility with connection - We have a hybrid setup, with a minimum of two days a week in the office. However, we understand that life can be unpredictable, so we offer flexibility to accommodate unexpected events. Our offices in Belgium (Ghent and Mont-Saint-Guibert), the UK (London), the Netherlands (Gouda), and Luxembourg provide great spaces to collaborate and connect.

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