
51 - 200 employees
Founded 2020
☁️ SaaS
💳 Fintech
🤝 B2B
💰 $113M Venture Round - Aiwyn on 2024-12
SaaS • Fintech • B2B
Aiwyn is a software platform for accounting firms that combines payments automation, practice management, a client experience portal, and a core tax system into a single, integrated solution. It helps firms accelerate payments, automate invoicing and reconciliation, modernize practice operations (time tracking, billing, project and resource management), and centralize client interactions and tax workflows. Aiwyn focuses on B2B partnerships with accounting firms and integrates with the wider accounting technology ecosystem; it recently acquired QuickFee’s U. S. payments business to strengthen its payments capabilities.
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51 - 200 employees
Founded 2020
☁️ SaaS
💳 Fintech
🤝 B2B
💰 $113M Venture Round - Aiwyn on 2024-12
SaaS • Fintech • B2B
Aiwyn is a software platform for accounting firms that combines payments automation, practice management, a client experience portal, and a core tax system into a single, integrated solution. It helps firms accelerate payments, automate invoicing and reconciliation, modernize practice operations (time tracking, billing, project and resource management), and centralize client interactions and tax workflows. Aiwyn focuses on B2B partnerships with accounting firms and integrates with the wider accounting technology ecosystem; it recently acquired QuickFee’s U. S. payments business to strengthen its payments capabilities.
• Oversee customer onboarding, post-launch reviews, quarterly business reviews, and executive check-ins • Work with enterprise customers to understand business objectives and create tailored success plans • Guide customers in adopting and maximizing Aiwyn's solutions • Drive long-term retention, expansion, and customer advocacy • Engage Customer Support to address inquiries, technical issues, and other concerns • Travel on-site to customers for executive check-in meetings • Help build and iterate the renewals process • Design and refine renewal playbooks using data insights to support customer health and revenue retention • Collaborate with Sales and Customer Success Management to identify and pursue expansion opportunities • Work with Sales, Product, and Marketing to share industry best practices and evolve the platform
• Minimum 4 years in Customer Success, Renewal Management, or Account Management • At least 2 years focused on enterprise-level SaaS customers • Experience in early-stage startups and willingness to embrace ambiguity and adapt to change • High EQ and ability to manage multiple stakeholder relationships • Demonstrated success increasing renewal rates and building effective renewal processes • Ability to create and refine Customer Success playbooks and processes • Familiarity with HubSpot or Salesforce is required • Ability to analyze large data sets to identify trends and leading indicators for customer health and risk mitigation • Experience managing and expanding enterprise customer relationships • Strong negotiation skills and ability to overcome objections • Collaborative approach, innovative ideas, sense of humor, and passion for customer success • Experience with Gainsight or ChurnZero is a plus • Self-motivated attitude and willingness to go above and beyond • Willingness to travel up to 30% of the time • Legally authorized to work in the United States • Must answer employment sponsorship/work authorization questions
• Competitive pay • $1,000 adventure travel reimbursement on each work anniversary • Remote, work-from-anywhere culture • Flexible PTO • Health, vision, dental, HSA/FSA, and mental health support • Stock options for every Full Time Employee • 401(k) matching
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