Client Success Manager

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Company Overview:
Firmos is a US software company dedicated to changing the accounting industry. Our operating systems are designed specifically for accounting firms, aiming to increase their enterprise value. At Firmos, we’re on a mission to save accountants valuable time, enabling them to achieve a work-life balance. As an early-stage startup, we’re rapidly growing, providing many opportunities for our team to expand their skills and advance their careers in a fast-paced, collaborative environment.
To further strengthen your career journey with us, Firmos offers:
– Good Pay: We offer competitive salaries.
– Flexible Hours: Work on your schedule.
– Learn and Advance: Plenty of chances to grow your skills.
– Friendly Team: Everyone’s welcome here.
– Make an Impact: Join us in changing accounting for the better.

Job Description:
Firmos is searching for a Client Success Manager with a knack for building solid client relationships and ensuring the delivering value to our clients. In this role, you’ll be the main point of contact for our clients, expertly managing onboarding, communications, and customizing client materials to drive satisfaction from or clients. This is a great chance for those eager to make a real impact in the accounting industry through exceptional client service and account management strategies.

Desired Outcomes & Goals of the Role: 90-day goals:
– Take charge of all client communications and account management.
– Manage onboarding document workflows.
– Make sure to chat with our clients every week to keep things running smoothly.
– Customize materials for each client.

Skills and Qualifications:
– Client Relations: Great in client relationship management.
– Project Management: Efficient in project and pipeline management.
– Customization Skills: Proficient in customizing client materials.
– Software Proficiency: Can navigate tools such as Airtable, ClickUp, Microsoft Office, and Slack.
– Organization: Strong organizational skills for daily content management.
– Communication: Strong verbal and written communication skills.
– Interpersonal Skills: Excellent interpersonal and relationship-building skills.
– Teamwork: Highly resourceful team player who meets deadlines and follows through on commitments.

Benefits:
– Bonuses for standout performance.
– Fully remote with flexible scheduling—just be there for meetings.
– Join a team of skilled and driven professionals.
– Get paid training to sharpen your skills.
– Flexible holidays to accommodate local and international customs

Must Have Values:
– Open Communicator: Ensures timely and effective correspondence.
– Team Player: Is ego-free, and wants to win as a team.
– Persistence: Is continuously learning and adapting.
– Reliability: Is proactive and pays attention to all details.
– Intentional: Takes actions that are calculated and align with our goals.