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Partner Success Manager (Accounting Firms)

Company: BTV
Location: New York
Posted on: May 28, 2023

Job Description:

About the Opportunity
Settle is on a mission to change the way that businesses pay other businesses. Since the company's inception in 2019, we've been building a cashflow management platform that allows founders and small business owners to more easily manage their company's financial health with a mix of accounts payable and flexible financing tools. We already work with some amazing brands that you probably know and love, like Starface, Ghia, and Italic.
We have big ambitions for revenue growth and are investing in our GTM team and strategies. This includes doubling down on our partnerships with accountants and fractional CFO's as a major growth pillar for the company. The Partner Success Manager is a new role on Settle's revenue team, focused on nurturing and expanding relationships with these partners. This is an exciting opportunity for someone who has a deep understanding of accountants and their workflows, and is eager to lay the foundation for a new team.
How You'll Make an Impact

  • You'll be responsible for the expansion of one of Settle's most important growth channels, and manage a book of customers to ensure they are achieving their goals with Settle
  • Be responsible for critical business metric growth within your client book, including:

    • Act as a strong customer advocate within Settle, bringing feedback directly from customers and ensuring it is acted upon
    • Ensure our customers have the support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using Settle's products and services

    • Address escalated client issues with speed and urgency, orchestrating resources across the company as appropriate
    • Support rapid growth by aligning incentives and optimizing our processes, consistently demonstrating a strong bias for action and ability to drive creative solutions

      What Sets You Apart

      • 4+ years in a customer success/account manager role, ideally in a high-growth, dynamic environment
      • Experience as a CPA, bookkeeper, or working in a customer-facing role at an accounting software provider
      • A desire to move quickly without letting things slip through the cracks
      • Excellent written and verbal communication skills
      • An advocate for the customer. Strong ability to articulate Settle's value and impact to brands
      • Ability to successfully and efficiently manage a wide variety of relationships
      • Proficient in tools like Salesforce

        This role has an annual starting salary range of $120,000 - $150,000 + equity + benefits. Actual compensation is influenced by a wide array of factors including but not limited to your individual skills and experience.

Keywords: BTV, New York , Partner Success Manager (Accounting Firms), Accounting, Auditing , New York, New York

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