Senior Account Manager

3 weeks ago


Gurgaon, Haryana, India iimjobs Full time
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 indepth 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,

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