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Partner Success Consultant - Onboarding Specialist

About Us

Receipt Bank is a rapidly scaling FinTech business on a mission to disrupt the world of accounting and bookkeeping. Our products allow hundreds of thousands of SMEs and their accounting partners unlock the value of accounting data and automate bookkeeping processes through our award winning AI.

Founded in 2010, our growth over the last 3 years has been +100%, we've opened offices globally, raised over $60m in Private Equity investment and won a number of awards along the way! Receipt Bank is a disruptive solution in the accounting industry and our colleagues have the curiosity and ingenuity to thrive in that environment.

The role - what you’ll do:

Acquiring a new customer is anywhere from five to twenty-five times more expensive than retaining an existing one. As the number of partners regionally grow, we need to ensure that the Partners, and in particular the Partners Clients are engaged and utilizing our service.

The Partner Success Consultant role sits within Receipt Bank’s Customer Success Team with the remit to ensure successful onboarding of new Partners and their clients. The role will require the ability to sell the concept of successful onboarding to Partners and their clients. The desired outcome will involve identifying activities, patterns that produce the highest attach rate per partners in the quickest time.

  • Determine what activities will ensure partners and their clients are successfully onboarded
  • Ensure that the criteria for successful Partner & Partner Client onboarding is relevant and executed, for example - mobile app downloads, submission, frequency of submission etc.
  • Proactively engage with partners and with their clients to ensure they are successfully onboarded
  • Collaborate with teams across the business (e.g. CX, Marketing, Product) and share any insights that can assist in evolving the client experience
  • Build on existing reporting to enhance Receipt Bank’s ability to track attach rate and velocity of partners’ clients
  • Experiment and innovate with techniques to ensure ongoing partner success
  • Collect and collate feedback from partners to highlight key issues that may prevent increased attach rate

About you - what we are looking for:

  • Proven experience in a Customer Success or Account Management role
  • Knowledge of SaaS products (desirable)
  • Ability to convey complex information in an understandable manner
  • Tenacious, confident, enthusiastic
  • Strong listener with a compassionate but firm approach
  • Conversational, personable, optimistic, inquisitive
  • Curious, helpful, thoughtful
  • Technical, detail-oriented, comfortable handling data
  • Can handle rejection and objections
  • Ability to challenge and negotiate
  • Highly motivated, driven, ambitious

What we will give you - the perks:

Receipt Bank is defined by its people. We believe that in order to be your best self every day, you need to feel valued, motivated and supported. At Receipt Bank, you’ll get to collaborate with inspiring people who will support you on your own career journey. We also appreciate that financial and non-financial rewards and benefits are important too! So, you can expect from us:

  • Competitive salary
  • 22 days paid time off
  • 100% employer-paid private health insurance
  • Option to purchase additional dental and vision coverage at a reduced premium
  • Life insurance
  • STD & LDT
  • Matching contributions to your 401(k)
  • Access to L & D training platforms
  • Friday drinks
  • End-of-quarter learning and social events

Work smarter. Grow faster. Go further. Join Receipt Bank.

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