Ambrook

Account Manager

• Own a portfolio of high priority customer relationships, ensuring their financial systems are set up for insight and action.
• Advise customers on how to leverage their financial data to make better decisions—whether it’s breakeven pricing, enterprise profitability, or loan readiness.
• Build repeatable processes, documentation, and automated workflows that contribute to a scalable service model.
• Grow customer relationships over time, identifying expansion opportunities and collaborating with sales when appropriate.
• Build deep product fluency by immersing yourself in our software, services, and internal tools to speak with confidence and clarity to customers
• Shadow priority customer and design partner onboarding calls and start building your own relationships with producers
• Get up to speed on how Ambrook serves customers with multi-entity operations, complex reporting needs, or evolving business structures
• Audit existing team workflows to identify highest-leverage automation opportunities.
• Begin building agents or automations to streamline at least one core repetitive workflow.
• Own onboarding for new mid-market customers, designing solutions and ensuring successful implementation
• Proactively identify common pain points and create documentation, tools, or processes to address them, including agents that remove > 30% of manual effort from core workflows
• Become a trusted partner to producers by helping them unlock insights from their financial data
• Shape the customer journey, contributing to retention and expansion strategies that turn satisfied users into vocal advocates
• Act as a bridge between the customer and the broader team, surfacing insights to influence marketing, support, and product development.
• Fully own a book of business across full-service and mid-market customers, driving retention and satisfaction
• Move beyond onboarding and monthly check-ins to run substantive customer business reviews, helping customers understand enterprise profitability, benchmark performance, and make forward-looking operational and financial decisions.
• Partner with Product, Design, and Engineering teams to shape new features and improvements based on customer needs
• Own enhancements to data and automation infrastructure that help the team focus on the highest value activities for customers
• Develop a point of view on what 'full service' looks like at scale, contributing to how Ambrook evolves its advisory offering over time.
• Pilot new playbooks for onboarding or expansion with high-opportunity accounts.

Account Manager – Full Service

Sales

• Build and run our sales function
• Personally close strategic accounts while coaching a team of reps
• Design sales playbooks, set targets, and decide on AI and automation use
• Own the revenue number: pipeline, forecasting, quota-setting, and accountability against targets
• Manage, coach, and develop a team of reps into strong closers
• Use data for performance visibility and course-correcting quickly
• Teach reps best practices and how to close deals
• Learn about Ambrook's product, customer base, and sales motions

Sales Manager

Engineering Manager

• Own the entire employee lifecycle for a significant portion of the engineering team
• Teach best practices in engineering architecture, project leadership, and organizational communication
• Learn the evolving landscape of software engineering and apply shifts to technical instincts
• Improve EPD leadership layer and project management hygiene
• Embed with the team to build and deliver a standalone feature
• Take over 1:1s and build trust-based relationships with direct reports
• Analyze project management processes for workflow improvements
• Take ownership of hiring and headcount planning
• Collaborate with Product and Design leadership for roadmap influence
• Guide execution of a large, full-stack initiative

Bookkeeper

• Represent Ambrook for customers navigating our product
• Master the product inside and out
• Learn the ins and outs of agricultural bookkeeping
• Improve the customer experience by sharing patterns, feature requests, and product feedback

Customer Success Associate – Bookkeeper

Customer Success Manager

• Represent Ambrook for customers navigating our product
• Master the product inside and out
• Learn the ins and outs of agricultural bookkeeping
• Improve the customer experience by sharing patterns and product feedback

Account Manager – Full Service

Sales Manager

Engineering Manager

Customer Success Associate – Bookkeeper

Customer Success Associate – Contract