Job details

Customer Success Manager, Accounting

Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too!

The Customer Success Manager, Accounting is responsible for ensuring product adoption,

retention, and growth post implementation. They will employ their knowledge of R365,

accounting best practices and the needs of customers to create success plans and

provide delightful solutions. In addition to proactive and reactive customer reach out, the

CSM will be responsible for tracking and driving customer health, Net Promoter Scores

(NPS), and adding new features and advising customers on best practices related to

accounting in the platform.

How you'll add value:

Develop long-term relationships with customers leading to high retention and customer
satisfaction.
Ensure customers are successful with the product following the launch date.
Facilitate client meeting both in person and online.
Act as liaison between customers, product managers, and executive management to provide feedback on new feature developments.
Manage the customer experience and expectations.
Responsible for tracking & driving customer health and Net Promoter Scores.
Create playbooks & present calls to action.
Responsible for reaching assigned targets for customer KPI’s.
Continuously improve customer experience by proposing new processes and concepts.
Participate in user groups and client facing webinars.
Serve as a Subject Matter Expert (SME) for accounting related topics for your direct accounts as well as for the greater team. Accounting SME topics include but are not limited to beginning balances, ban activity reconciliation, chart of account optimization, fixed asset planning, house account optimization, and GL mapping refinements.
Other duties as assigned.

What you'll need to be successful in this role:

2+ years of experience in an accounting or bookkeeping role
2+ years of experience in a customer facing role in a SaaS company
Ability to travel 10%
Proficient in Microsoft Office; Outlook, Excel, Word, and PowerPoint
Collaborative and flexible working style.
Ability to teach and coach effectively.
Efficient and timely with deadlines and deliverables.
Strong organization and time-management skills. The ability to work independently without supervision.
Strong technical aptitude with experience communicating across multiple platforms

PREFERRED QUALIFICATIONS

2+ years of previous R365 experience
Previous Gainsight experience or other customer success management platform
Previous Monday.com experience or other project management software

R365 Team Member Benefits & Perks

This position has a salary range of $70,000 - $98,000/year + commission. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices.
Comprehensive medical benefits, 100% paid for employee
401k + matching
Equity Option Grant
Unlimited PTO + Company holidays
Wellness initiatives

$70,000 - $98,000 a year

#LI-LH1

R365 is an Equal Opportunity Employer and we encourage all forward-thinkers who embrace change and possess a positive attitude to apply.

Restaurant365 Glassdoor Company Review

4.2

Restaurant365 DE&I Review

No rating

CEO of Restaurant365

Tony Smith

Approve of CEO

Average salary estimate

$84000 / YEARLY (est.)

min

max

$70000K

$98000K

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What You Should Know About Customer Success Manager, Accounting, Restaurant365

Are you ready to embark on an exciting journey with Restaurant365 as a Customer Success Manager, Accounting? Here at Restaurant365, we're more than just a SaaS company; we're a team dedicated to revolutionizing the restaurant industry with innovative solutions. As a Customer Success Manager, your role will ensure that our customers fully embrace our cloud-based platform post-implementation, leading to higher product adoption and retention. You’ll leverage your accounting expertise and understanding of our unique software to develop personalized success plans that delight our customers. Your day-to-day will involve proactive outreach, monitoring customer health metrics like Net Promoter Scores, and advising clients on accounting best practices to enhance their use of our platform. You'll play a crucial role in building long-term relationships with clients, meeting in-person or virtually to discuss their unique needs and gather valuable feedback for our product teams. With your knack for organization and communication, you’ll create impactful playbooks and enforce action plans that drive success. Plus, as a Subject Matter Expert, your knowledge on various accounting topics will not only support your accounts but also enhance your team’s overall performance. If you have a customer-centric mindset and are excited about making a tangible difference in the restaurant sector, Restaurant365 is the perfect place for you to thrive while enjoying perks like unlimited PTO and equity options. Join us and let's elevate the way restaurants manage their financial operations together!

Frequently Asked Questions (FAQs) for Customer Success Manager, Accounting Role at Restaurant365

What responsibilities does a Customer Success Manager, Accounting at Restaurant365 have?

The Customer Success Manager, Accounting at Restaurant365 is vital in ensuring that customers successfully adopt and use our platform. Key responsibilities include developing long-term relationships with clients, facilitating meetings, advising on accounting best practices, and managing customer health metrics, such as Net Promoter Scores. They also track customer KPIs and collaborate with product managers to relay customer feedback for future enhancements.