Senior Account Manager (Customer Success) Desired Profile: Bachelors/Masters degree in Commerce/Finance/Accounting, or a related field. Advanced degree or professional certifications (e.g., CPA) is a plus. Desired Attributes: - Willingness to work in early stage startup - Proven experience in Accounting and AR/AP reconciliation with in finance department. - Finance digitization experience is a plus - Customer first approach in working - Familiarity with finance automation & ERP tools and technologies - Ability to go beyond scope/description of work to deliver results - Quick thinking and problem solving to implement product with customer If you are passionate about digitizing finance processes, helping businesses optimize their accounting operations, and thrive in a client-facing role, we invite you to join our team and make a significant impact on the finance landscape. Roles and Responsibilities: - Client Engagement: Establish and maintain strong relationships with finance teams and leadership within our client companies. Act as a trusted advisor and point of contact for all matters related to finance process automation. - Customer Experience Management - Work with CFO & Finance heads of the customer org for post sales for implementing Company's Automated Reconciliation tool - End to end support on implementation of company's Finance Automation Product with customers by becoming a bridge between customer and company's Tech team - Work on customised solutioning for the Customer w.r.t UI & backend based on feedback - Needs Assessment: Conduct in-depth analyses of client accounting practices to identify opportunities for automation and improvement using our RECON360 technology. - Implementation: Collaborate with clients to design and implement tailored solutions that align with their specific accounting needs and business processes. - Training and Support: Provide comprehensive training to client teams on how to effectively use our tools. Offer ongoing support and guidance to ensure successful adoption and utilization. - Feedback Loop: Act as a bridge between clients and our product development team, conveying client feedback and requirements to continuously enhance our tools to meet evolving needs. - Troubleshooting: Proactively identify and address any issues or challenges that may arise during the implementation and usage of our solutions. - Documentation: Maintain clear and concise documentation of client interactions,

Gurgaon/Gurugram

Senior Account Manager - Customer Success - Accounting Firm 

Senior Account Manager - Customer Success - Accounting Firm  ,Job Description for Senior Account Manager - Customer Success - Accounting Firm  in Insight Advisors Private Limited in  Gurgaon/Gurugram for (6-8) years of experience. Apply Now!

Job Description for Senior Account Manager - Customer Success - Accounting Firm  in Insight Advisors Private Limited in  Gurgaon/Gurugram for (6-8) years of experience. Apply Now!