Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Account Management Client Services Customer Success Management Cross-Functional Collaboration Customer Engagement Customer Retention Customer Success Management Employee Onboarding Help Desk Support Process Improvement HubSpot CRM Accounts Payable Trust Administration

Other Skills

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Training And Development
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Relationship Management
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Accountability
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Communication
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Teamwork
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Analytical Thinking
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Relationship Building
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Emotional Intelligence

Roles & Responsibilities

3+ years in a Customer Success, Account Management, or Strategic Support role—preferably in SaaS.
Proactive mindset with a focus on preventing churn and driving client health.
Excellent communication skills with the ability to build trust and influence outcomes.
Experience onboarding and training clients with a focus on business impact.

Requirements:

Leading new client onboarding and training with a strong strategic foundation (not just walking through features).
Owning ongoing account health by proactively identifying risks, opportunities, and growth potential.
Handling inbound support requests directly—because you know the client, their goals, and their history better than anyone.
Developing and executing client success plans that ensure adoption, satisfaction, and long-term retention.

Botkeeper

About Botkeeper

Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Our clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting.  Botkeeper was designed to scale with a firm, providing automated accounting support for every vertical, no matter how specified. So how does it work? Our automated bookkeeping software combines various data sources while applying rules, processes, and calculations to give you the most insightful custom reporting and dashboards, while also eliminating costly and error-prone manual accounting. Our skilled Senior Accounting team oversees the automation and focuses on complex accounting, data integrity, and interpretation. We’ll be hard at work extracting data from receipts, processing payroll, paying bills, sending invoices, reconciling accounts, and generating beautiful reports—so you have more time for what matters most to your firm and your clients. Even better? Botkeeper can work hand-in-hand with your current team, or our technology can step in to take on the tedious tasks so your bookkeeper and accountants can upskill and focus on driving more value for your firm! For CFOs, CPAs or other Accounting Professionals, Botkeeper can help you offload the day-to-day blocking and tackling of bookkeeping (data entry, reconciliations, classifications), allowing accountants to focus on higher-level client advisory services. We're working around the clock, offering best-in-class support.

Company type: Scaleup

Founded: 2018

Company size: 51 - 200

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Job description

About the Role
Client Success at Botkeeper isn’t a support function—it’s a growth function. We’re looking for seasoned operators who treat client health like a science and a craft. You’ll be the strategic point of contact for our customers, owning onboarding, enablement, inbound support, engagement, and retention.

Support at Botkeeper isn’t offloaded to a random queue—it’s handled by the same person who understands the client best: you. The right person doesn’t wait for a ticket or a red flag—they see it coming a mile away and act before it becomes a problem.

Your success will be measured by the success of your clients. This role is ideal for someone who thrives on building relationships, crafting success plans, and driving long-term outcomes—not just solving short-term problems.

What You’ll Own

Leading new client onboarding and training with a strong strategic foundation (not just walking through features).
Owning ongoing account health by proactively identifying risks, opportunities, and growth potential.
Handling inbound support requests directly—because you know the client, their goals, and their history better than anyone.
Creating and delivering tailored training and enablement that aligns with client goals.
Building deep, consultative relationships with your book of business.
Collaborating cross-functionally with Sales, Product, and Support to deliver a seamless client experience.
Using HubSpot Service Hub to manage touchpoints, track health metrics, and drive insights.
Translating qualitative feedback into product and process improvements.
Developing and executing client success plans that ensure adoption, satisfaction, and long-term retention.

What You Bring

3+ years in a Customer Success, Account Management, or Strategic Support role—preferably in SaaS.
A proactive mindset: you don’t wait for churn signals, you prevent them.
Excellent communication skills with the ability to build trust and influence outcomes.
Experience onboarding and training clients with a focus on business impact.
Comfort navigating the nuances of B2B relationships.
Strong EQ and an analytical approach to client health and success metrics.
Familiarity with accounting workflows or working with CPA firms (nice to have).
Experience with HubSpot (or similar CRM/CS tools) is a plus.