
11 - 50 employees
Founded 2012
💳 Fintech
☁️ SaaS
Fintech • SaaS • Cloud Commerce
CustomBooks™ is a comprehensive cloud-based accounting software designed to streamline business finances and operations. It offers an array of features including accounting and reporting, inventory management, cloud banking, cloud payroll, and a customizable platform for handling sales and purchases. CustomBooks™ is dedicated to providing training and support to enhance user experience, ensuring businesses can efficiently manage their finances from anywhere.
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11 - 50 employees
Founded 2012
💳 Fintech
☁️ SaaS
Fintech • SaaS • Cloud Commerce
CustomBooks™ is a comprehensive cloud-based accounting software designed to streamline business finances and operations. It offers an array of features including accounting and reporting, inventory management, cloud banking, cloud payroll, and a customizable platform for handling sales and purchases. CustomBooks™ is dedicated to providing training and support to enhance user experience, ensuring businesses can efficiently manage their finances from anywhere.
• Talk to and understand the needs of customers, knowledgeable with product design and UI/UX principles. • Conducting market and industry research; competitive analysis; testing bug fixes, new features, improvements in prototype and development bases; Jira and Zoho Desk research and analysis - tickets, filters, dashboards, statistics/metrics; compilation for scope work; and customer interviews/discussions. • Convert activity into actionable insights for the product. • Work closely with our engineering team to ensure bug, feature, and project deliverables are on time and with product marketing, sales, and success teams. • Responsible for internal training on the product, internal and external product demonstrations, writing Knowledgebase Articles, and Release Notes. • Manage existing product features and assist in timely new project deliverables in our annual product roadmap. • Define requirements, specifications, and design for new features, improvements and bugs. • Lead/Host Product and Developer meetings, drive projects forward and address issues in a timely manner. • Conduct internal and external training sessions/demos, write Knowledgebase Articles and Release Notes. • Draft Project Scopes to include: Goals, Business Requirements, Competitive Analysis, Workflows. • Draft Project Product Descriptions (PD’s) documents from Scopes. • Contribute and test to ensure an easy-to-use, intuitive user experience for core product, integrations, mobile and web applications. • Identify fresh opportunities for innovation and enhancements in our existing SaaS.
• Bachelor's degree in Accounting, with related work experience (not less than 5 years). • Experience/knowledge of business operations/workflows and inventory. • Project Management skills/experience required, meeting deadlines, driving results and milestones. • Expertise in market research, competitive analysis, and customer interviews with positive/solid people skills. • Strong technical background with understanding of software development and web/mobile technologies. • Exceptional analytical skills, attention to detail, as well as ability to grasp multiple product requirements. • Strong multi-tasker with a need to be productive and meet deadlines. • Software as a Service (SAAS) product experience is strongly preferred. • Experience working side by side with hardware technology or software development. • Proficient with: Microsoft Office (Excel, Word, PowerPoint, with an emphasis in Excel). • Preferred proficiency with: Jira, Confluence, Asana, Slack, Service Desk Software - Zoho Desk preferred. • Excellent presentation, written and verbal skills. • Keen sense of user experience and ability to empathize with customers. • Ability to work with others of different nationalities and in multiple time zones (including overseas).
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