Manager - Customer Success

As a Accounting Success Manager at Docyt, you’ll lead the customer relationship, delivering maximum value to our existing customers and newcomers alike. You’ll partner with our customer stakeholders, ensuring that we understand their business needs and objectives, thus driving success utilizing Docyt products.

We’re looking for people-oriented professionals who are excited to grow in a cross-functional role and are comfortable making calls to senior-level executives and synthesizing data to show customers an analytical solution to their pain points.

• Develop and execute customized onboarding plans that align with clients’ financial management goals and operational needs.
• Lead the setup and configuration of Docyt software, including the integration with existing financial systems, ensuring data accuracy and system compatibility.
• Provide hands-on training and support to clients, empowering them to effectively use Docyt’s features, such as automated bookkeeping, document management, and real-time financial insights.
• Act as the primary point of contact for clients throughout the onboarding process, addressing any questions, concerns, or technical issues promptly.
• Collaborate with the Docyt support team and other internal stakeholders to enhance the onboarding experience, gather feedback, and implement improvements.
• Stay up-to-date with the latest features and updates of Docyt software, as well as accounting regulations and best practices, to provide informed guidance to clients.
• Identify and pursue upsell and expansion opportunities within the assigned client base
• Monitor and track key performance metrics for assigned clients, and report on the health and success of the relationship
• Contribute to the development of best practices and processes for customer success.
• Shift: Shift as per PST time zone in USA or Night Shift (In-office)
• Timing: 9:00 PM to 5:00 AM IST

• Great growth potential at a fast-growing startup, we want you to grow with us!
• Company provided laptop and necessary hardware to ensure your set up for success.
• Inclusive and motivating work culture that values team collaboration.