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Position Summary: We are looking for a self-starter who enjoys rapid growth and expanding with new relationships and markets to join our implementation team. You’ll leverage your accounting and payroll experience to work closely with small business owners getting started with our products, with special emphasis on payroll. Helping a client decide whether they are looking to run payroll as a standalone solution or as part of our integrated small business cash flow management suite will be key to success.
As a guide for implementation, ensuring that a client’s business administration requirements and current process are documented will lead to successful offboarding of existing systems and onboarding to FINSYNC. You will discover customer needs, emerge as an expert advisor, demo product capabilities, and guide prospects through product onboarding and training.
What We Are Looking For In a Candidate:
Manage a pipeline of active implementations, each with a unique set of tasks to accomplish
Demonstrate subject matter expertise and utilize business, payroll and accounting knowledge to help customers make good decisions and adopt beneficial methodologies
Be a team player! We win together and commit to bringing a collaborative attitude to the table everyday
Work closely with the sales, product and marketing teams to provide actionable feedback on the product, customer needs and potential clients to target
Partner with our operations team to address and resolve any implementation issues a customer may be facing during the setup phase
Ability to support routine customer calls in early evening (Eastern Time Zone) in support of customers in other US time zones
What you will bring along:
3+ years of practical, hands-on experience in a payroll-processing or business consultation environment (such as an accounting firm)
3+ years of Customer Success experience
Proven track record of pipeline management, with an emphasis on efficiencies and constant improvement
Proven success in the SMB space
A servant’s heart approach to phone, video, email and other communications
Attention to detail and strong task management skills
What We Can Offer You for All Your Hard Work?
Competitive compensation package
Health, Dental & Vision insurance
Paid Time Off
401(k)
Life and Disability insurance
Supplemental insurance options
Work location flexibility.
ABOUT THE COMPANY
We sync with over 7,000 banks and credit unions to provide the approximately 32 million small businesses in the United States a simpler way to manage finances with the software and services they need, all in one platform. After a business syncs their bank account to FINSYNC, our software helps them send and receive payments, process payroll, automate accounting and manage cash flow with less time and better results working with financial partners (bankers, credit card processors, accountants, and insurance agents) who use our software to deliver unmatched services. The result: financial harmony, peace of mind and the best way to succeed.
We cultivate a culture of:
Teamwork (like a pro sports team) without ego
Constructive communication so we can build transparency and trust
Metrics that matter personally, professionally, and financially
High performance merits high compensation
Self-motivation and self-discipline merits flat organization
Time management and work-life-harmony
FINSYNC is on a mission to improve the lives of others by helping them succeed in business and in life, doing more business with less time and better results, so they can invest their time and successes in other ways meaningful to them.
