We are looking for an Implementation Specialist with bookkeeping and accounting experience (required), and ideally at least 2 years of experience in a customer-facing SaaS role to join our team. This role is essentially an SMB Customer Success Manager, focused on guiding our small to mid-sized bookkeeping and accounting firm clients through their first 90-100 days. We need a proactive, coachable individual who thrives in a customer-facing environment and is comfortable with a well-defined, individual contributor role. You will be the first point of contact for new customers, ensuring they are set up for long-term success with Double.
What will you be doing?
Conducting onboarding and training calls with new customers to help them realize value from the product quickly.
Onboarding Call is 1 hour via Zoom, focused on set up and basic training
Subsequent Sync calls can be additional setup, training on specific features, team trainings, reviewing updates, etc. (15 min - 45 min typically).
Managing the implementation process for a portfolio of SMB clients (bookkeeping or accounting firms that serve 10-50 clients monthly) for their first 90-100 days.
Acting as the primary point of contact for customer inquiries during the onboarding phase, ensuring a high renewal rate (during and post-implementation period).
Documenting customer feedback and feature requests to inform the product roadmap and improve internal processes.
Double is the leading close management solution for accountants. Our AI powered tool connects directly to ledgers and helps teams run 100k+ closes per month.
Salary
$60,000 - $80,000
Location
Remote
Total raised
$8.6M
Last stage
Series A
Investors
No applications, no recruiter spam. Just the intro.
A few questions to make sure this role is the right shape for you. Two minutes.
I write the intro, send it to the founder, and handle the back-and-forth.
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.