Who are We?
We are a cloud-based Accounting and Community Management SaaS (Software-As-A-Service) platform for Property Management Companies and Self-Managed HOA’s across the nation. We are a people-first business and our number one goal is having a team environment that people love being a part of while striving for powerful innovation through cutting-edge software. We are a small, but industry-leading, organization that is rapidly growing with a major release of our new accounting software platform.
About the Role
We are seeking an experienced and ambitious Strategic Account Manager with a strong history and genuine passion for implementing and bringing innovation to accounting solutions. As a key member of our team, you will be responsible for assisting sales as the accounting SME (subject matter expert), clearing pre-sales roadblocks, and driving the full implementation lifecycle of strategic clients, from pre-sales to roll-out, of our full platform solution.
Success in this role will be measured by your ability to assist sales in acquiring new customers, understanding and anticipating the nuances of their accounting needs, gaining their confidence through expert roll-out planning and execution, thus ensuring a smooth transition to the platform, and contributing to the overall success of our sales team and business.
We are looking for someone who is seasoned, hardworking, and highly motivated to achieve outstanding results. Your expertise in accounting, and your ability to both clear implementation roadblocks and build strong relationships with senior accountants will be instrumental in achieving our targets.
If you are a dynamic and results-oriented person who thrives in a fast-paced environment, we invite you to join our team and play a pivotal role in driving our company’s growth and success.
Skills & Qualifications for this role
Our Strategic Account Managers ensure prospects and customers receive the expert accounting oversight and project management they need in order to understand, expand, and transition to our full-service platform which now includes property management and accounting in one package. They clear pre-sales concerns, answer all software related questions, and define implementation scope, objectives, and plan specifics across platform environments and cross-functional internal and external teams. They help the customer successfully configure the software to their needs and onboard their associations, track usage, document their feedback, and set clear expectations to help get the most from their software investment. From contract close through complete roll-out, they coordinate and monitor the implementation lifecycle within the required timeline, deadlines, and implementation milestones. They create and keep track of improvement requests submitted to development teams. They expand and nurture client relationships to ensure retention and boost revenues through further adoption of Smartwebs product offerings within the current client base.
Responsibilities
● Create and deliver powerful product presentations and demos that clearly communicate the uniqueness of the value proposition, explain product features, and answer questions.
● Partner with sales executives to plan, prepare, and execute on strategic deals in complex sales cycles by collaborating to understand customer needs and successfully matching customer pain/requirements to proposed solutions.
● Oversee the initial data migration proof of concept from the customer’s prior accounting system to our new system as well as the actual data migration at roll-out. Provide expert accounting intelligence, guidance towards best practice, critical thinking/planning, & reconciliation problem solving.
● As client advocate, provide professional, friendly white glove service and strategic oversight of full customer lifecycle. Create and execute software implementation plans in adherence to customer’s needs and strategic objectives, anticipating implementation risks and unspoken needs of clients and taking proactive action to mitigate through expert project planning and guiding customers in best practice.
● Manage and oversee the onboarding process for new customers and manage multiple complex customer journeys simultaneously. Provide attentive videoconferencing, phone, and email support to ensure proper set-up and configuration of software needs. Coordinate with Implementation on go-live dates.
● Act as subject- matter expert to guide clients in optimal utilization of the software. Maintain customer health and introduce new, valuable features as they become relevant on the customer journey. Provide critical insights to the product team to improve our developing platform.
● Build relationships with executive decision-makers. Educate champions and their teams on the value of our product. Gather and translate business requirements into system solutions. Apply expert knowledge of system functionality, process improvements, and best practices.
● Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing. Be agile to shifting priorities to meet the needs of our customers. Seek for an ownership minded approach to all activities.
● Work closely with developers, testers, release management, account management, and customer support to effectively meet and exceed customer requirements. Drive development requirements and progress, review and test features, and coordinate and track deadlines and commitments.
● Optimize standard operating procedures for onboarding new customers to ensure a smooth transition, maximize efficiency, and lead to quick and easy adoption.
Other responsibilities may include:
· Managing technical accounting aspects of RFP/RFI responses
· Collecting and documenting competitive intelligence
· Reviewing sales process improvements
· Possible occasional onsite client visits
Requirements:
● Ability to empathize, understand, and care for others including team members, co-workers, and clients
● Ability to creatively explain and present complex concepts in an easy to understand manner
● Demonstrated ability to forge strong, long-lasting relationships with senior executives resulting in retention & increased revenue, continuously evaluating and developing opportunities
● 3+ years accounting experience (preferably in Property Management or HOA management sector)
● Strong project management skills, with excellent follow-up skills
● Excellent presentation and innovation skills
● Ability to manage complex, multidisciplinary projects, prioritize projects and multitask
● Customer- centric, strategic thinker, creative problem-solver, analysis driven, operates well in difficult situations, detailed-oriented, adept at troubleshooting and resolving issues and defects
● Excellent verbal and written communication skills
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Experience level:
Schedule:
- 8 hour shift
- Monday to Friday
Location:
- Round Rock, TX 78664 (Preferred)
Ability to Relocate:
- Round Rock, TX 78664: Relocate before starting work (Required)
Work Location: In person