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About the role
Key responsibilities & impact- Provide excellent customer service to your customers
- Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in TravelBank
- Acquire technical product knowledge through training, self-directed research and testing, and internal consultation
- Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings
- Partner with internal and external technical teams to coordinate custom integration work
- Report on project status and blockers to Customer Success leadership during weekly meetings
- Train clients to a point where they are able to operate self-sufficiently and confidently on TravelBank’s platform
- Conduct webinars and group training sessions to onboard our smaller, more independent customers
- Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation
- Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation process
Requirements
What you’ll need- 5+ years of implementation, customer success, or customer support experience
- Meticulous attention to detail such as workflow and processes
- Knowledge of accounting/finance systems (e.g., Netsuite, Sage, QuickBooks) and accounting practices (e.g., monthly close, expense management, audit processes) preferred
- Strong interpersonal skills including clear communication and collaboration
- Competence and comfort presenting to C-level executives
- Highly organized individual with the ability to handle multiple projects simultaneously on tight timelines
- Growth mindset with drive to continuously improve
- Bachelor’s degree, or equivalent work experience
- Typically eight or more years of relevant experience
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
implementationcustomer successcustomer supportaccounting systemsNetsuiteSageQuickBooksmonthly closeexpense managementaudit processes
Soft Skills
customer serviceinterpersonal skillsclear communicationcollaborationpresentation skillsorganizational skillsattention to detailgrowth mindsetinnovationcross-functional collaboration
