Senior Account Manager - Gurugram, India - Insight Advisors Private Limited

Description

Senior Account Manager (Customer Success)

Desired Profile:
Bachelors/Masters degree in Commerce/Finance/Accounting, or a related field. Advanced degree or professional certifications (e.g., CPA) is a plus.


Desired Attributes:

• Willingness to work in early stage startup
• Proven experience in Accounting and AR/AP reconciliation with in finance department.

Finance digitization experience is a plus

• Customer first approach in working
• Familiarity with finance automation & ERP tools and technologies
• Ability to go beyond scope/description of work to deliver results
• Quick thinking and problem solving to implement product with customer

If you are passionate about digitizing finance processes, helping businesses optimize their accounting operations, and thrive in a client-facing role, we invite you to join our team and make a significant impact on the finance landscape.

Roles and Responsibilities:

• Client Engagement: Establish and maintain strong relationships with finance teams and leadership within our client companies. Act as a trusted advisor and point of contact for all matters related to finance process automation.
• Customer Experience Management

Work with CFO & Finance heads of the customer org for post sales for implementing Company's Automated Reconciliation tool

• End to end support on implementation of company's Finance Automation Product with customers by becoming a bridge between customer and company's Tech team
• Work on customised solutioning for the Customer w.r.t UI & backend based on feedback
• Needs Assessment: Conduct indepth analyses of client accounting practices to identify opportunities for automation and improvement using our RECON360 technology.
• Implementation: Collaborate with clients to design and implement tailored solutions that align with their specific accounting needs and business processes.
• Training and Support: Provide comprehensive training to client teams on how to effectively use our tools. Offer ongoing support and guidance to ensure successful adoption and utilization.
• Feedback Loop: Act as a bridge between clients and our product development team, conveying client feedback and requirements to continuously enhance our tools to meet evolving needs.
• Troubleshooting: Proactively identify and address any issues or challenges that may arise during the implementation and usage of our solutions.
• Documentation: Maintain clear and concise documentation of client interactions,

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