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Customer Success Consultant

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 $130m 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:

  • Determine and execute the relevant activities to ensure Partners are successfully project managed onto their new plan / product and their clients are successfully onboarded
  • Proactively engage with partners and with their clients to ensure they are successfully onboarded - e.g.

o Deliver client webinars on behalf of the partner

o Arrange and deliver client events/meetings & training days for the partner

o Run email and call campaigns to clients on behalf of partner

o Incentivise clients to self on board and use the product

o Collaborate with teams across the business (e.g. CX, Marketing, Product) and share any insights that can assist in evolve 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.
  • Build and refine internal processes that can scale as the team grows.
  • Collect and collate feedback from partners to highlight key issues that may prevent increased attach rate.

About you - what we are looking for:

  • 1+ years experience in either On-boarding, Account Management or Sales working with Enterprise accounts for minimum 3 months
  • Knowledge of SaaS products (desirable)
  • Technical, detail-oriented, comfortable handling data
  • Comfortable presenting to C-Suite level executives
  • Can handle rejection and objections
  • Ability to challenge and negotiate
  • Strong listener with a compassionate but firm approach
  • Conversational, personable, optimistic, inquisitive
  • 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
  • Holiday allowance
  • Employer-paid private medical insurance and health cash plan
  • Pension scheme
  • Access to L & D training platforms
  • Friday drinks
  • End-of-quarter learning and social events
  • Gym discount
  • Cinema ticket discounts and more!

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

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