Treering

Customer Success Manager

• Build and maintain strong relationships with customers, acting as their main point of contact during the contract period.
• Ensure customer satisfaction by understanding their needs and proactively addressing any concerns or challenges.
• Assist customers in onboarding, product training, and ongoing support to maximize their use of Treering's products and services.
• Collaborate with internal teams (e.g., sales, product, and support) to resolve customer issues and provide tailored solutions.
• Monitor customer health metrics, track feedback, and identify opportunities for improvement or additional services.
• Communicate effectively with customers about product updates, new features, and best practices.
• Proactively manage customer retention and renewal processes, ensuring a smooth transition at the end of the temporary period.
• Document and report on customer feedback, challenges, and successes to the leadership team.
• Proficiency with CRM software and customer support tools.

Customer Success Manager, Customer Relations

Accountant

• Assist with accounts payable processing, including invoice entry and payment tracking
• Support accounts receivable tasks, including applying payments and basic reconciliation
• Help maintain organized financial records and digital documentation
• Assist with credit card and expense report reviews
• Perform basic account reconciliations under supervision
• Support monthly close activities through data entry and checklist-based tasks
• Help track vendor information and maintain updated records
• Assist with payroll-related administrative support as needed
• Provide ad hoc support to the Finance team on small projects and recurring tasks
• Review, verify, and process vendor invoices and employee expense reports
• Match invoices to purchase orders
• Ensure proper approvals and coding for all expenses
• Reconcile the AP subledger to the general ledger
• Ensure timely month-end close activities related to AP and AR
• Reviewing, reconciling, and maintaining billing and collection reports
• Communicating with internal staff for invoice dispute resolution
• Other duties as assigned

Customer Success Manager, Customer Relations

Junior Accountant