Support customer onboarding, manage inquiries, and provide feedback for product improvements in a customer success role.
About this role
Money Forward is hiring a Customer Success member for its business promotion division, which aims to be the management platform for small businesses. The work supports customers of Money Forward Cloud, a group of 11 products, and the bookkeeping service STREAMED. Customers are accounting, tax and labor professionals such as tax accountants, and the companies they serve.
The customer success organization has three tracks. Onboarding helps newly contracted professional firms get started. High-touch supports further use at large existing firms. Customer marketing creates content, plans events and builds in-product promotions. Each aims at goals such as ramp-up, usage and cross-sell, and the track is decided by aptitude and preference.
The organization is expanding, so new roles appear often. Applicants need three or more years of corporate sales of intangible products. Bookkeeping level 3 or above, experience at an accounting or tax firm, customer success experience and management experience are preferred.
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