Customer Success Manager, AccountsIQ
More information about location
2 days a week in office
Accounting and financial management software
Be an early applicant
Accounting and financial management software
101-200 employees
Be an early applicant
More information about location
2 days a week in office
101-200 employees
Company mission
To provide finance teams with a platform to automate their processes and facilitate intelligent business decisions with a focus on multi-entity businesses.
Role
Who you are
- 3+ years of experience in a Customer Success, Account Management, or client-facing role within B2B SaaS
- Technical confidence with software – able to understand product functionality in depth and explain complex features
- A proven ability to build strong, long-term relationships with customers and drive retention and growth
- Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels
- Confidence delivering onboarding, training and ongoing support to a range of customer profiles
- Strong problem-solving skills with the ability to handle complex queries and escalate appropriately
- To be a collaborative team player with a passion for helping customers succeed
What the job involves
- Reporting to the Customer Success Team Lead, we’re seeking a Customer Success Manager to join the UK’s leading cloud-based expense management solution. You’ll be responsible for managing and growing customer relationships, with a strong focus on upselling, engagement, retention and account expansion
- This role requires excellent communication, relationship-building and problem-solving skills. You’ll be confident in delivering product training, identifying upsell opportunities, gathering customer feedback and working cross-functionally with internal teams to ensure customers are gaining maximum value from the platform
- We’re seeking a proactive, customer-focused professional who takes ownership and thrives on delivering exceptional customer experiences that drive measurable business impact
- Identifying opportunities to upsell complementary modules, such as ExpenseIn’s expense card, invoice module and ad hoc module by showcasing their value through tailored demonstrations
- Proactively monitoring customer engagement through ExpenseIn’s internal tools to identify trends in usage, feature uptake and overall system utilisation
- Driving account growth by exploring opportunities within group structures, including global linked accounts, parent companies and subsidiaries
- Building advocacy by requesting and securing customer case studies, reviews and testimonials
- Delivering customer-focused webinars to drive engagement and deepen understanding of specific system features
- Acting as a liaison between customers and the Support team, helping to investigate and resolve system-related queries or issues
- Delivering system training to help customers build confidence with the platform, staying up to date with new features and making the most of ExpenseIn’s full functionality
- Conducting integration demonstrations for existing customers looking to migrate to new accounting systems
- Collecting internal and customer feedback and recording it in our product management tool (Jira), following up with customers to gather additional insights and supporting continuous improvement
- Collaborating with the Product team to communicate customer feedback, tracking enhancement requests and following up when requests have been delivered
Salary benchmarks
Our take
In order to expand or franchise internationally, businesses rely on complex and expensive management systems, a fact which may discourage or deny them from achieving this growth. AccountsIQ provides a cloud-based and scalable financial management software platform for mid-market SMEs, to manage local finances while providing group-wide control.
AccountsIQ was founded in 2008 in response to the lack of resources for businesses operating across multiple different locations. Delivered as a SaaS product, the platform boosts productivity and intelligent decision making, whilst also cutting costs. It leverages AI, and makes use of an open API strategy, to bring automation to account synchronisation, electronic payment generation, and more. Importantly, the platform can handle complexities such as sub-groups, currency revaluations and inter-company transactions that come with mid-market SME structures.
AccountsIQ has secured impressive funds that will be used to recruit talent across a number of teams, accelerate growth and enhance the platform. The company has partnered with several technologies to offer a broader range of integrations for clients, the list of which includes financial services, tech, renewable energy and more than 100 NPOs. Technologies that AccountsIQ has partnered with include PwC, Throgmorton, with the hope of setting the company up for further success in the future.
Steph
Company Specialist at Welcome to the Jungle
Insights
47% female employees
Company
Funding (last 2 of 3 rounds)
Jun 2024
$70.8m
SERIES C
Feb 2021
$6.9m
LATE VC
Total funding: $81.2m
Company HQ
Blackrock, Dublin, Ireland
Leadership
Gavin McGahey
(Co-Founder & CTO)Former Consultant & Director with Visor Consulting. Previously Senior IT Consultant at Farrell Grant Sparks. Prior experience in Developing.
Darren Cran
(CEO)Darren has been at AccountsIQ since 2012, initially joining as a Client Services Director, they were then the UK Managing Director and COO before becoming the CFO in 2024.
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