Customer Success Leader Candidate

Money Forward is hiring a Customer Success Leader Candidate for onboarding of its Cloud accounting and finance products in the ERP domain. The role guides customers through adoption by rebuilding their business processes and offering a high-quality start, then turns the know-how gained into repeatable team practice.

The person is placed either in a high-touch or a low-touch track according to experience. High-touch work leads adoption projects at large companies: mapping current workflows and designing the ideal operation with the product, managing difficult projects with customer stakeholders and turning success stories into shared team knowledge. Low-touch work covers webinar kickoffs, self-learning content and follow-up designed from health-score data.

Applicants need at least three years in one of these: leading a company-wide business system rollout or business process redesign, working as an IT consultant, implementation project manager or high-touch customer success lead, or scoping system requirements at a systems integrator or software vendor. Accounting knowledge, project management and tools such as Salesforce and SQL are preferred.