Job Description
Job Description
At ITRADE STEM, we help create jobs and support the future of industries like space, technology, energy, and manufacturing. We do this by creating programs that teach skills and support sustainable growth. Join us on our mission to Redefine STEM!
Job Overview :
We're seeking a remote, dynamic Customer Success Manager based in Fort Lauderdale, Florida.
- As our Customer Success Manager, you'll be the bridge between our advanced AI bookkeeping technology, ensuring the successful implementation and adoption of our automated solutions.
Key Responsibilities :
Guide end-users through the implementation of automated systems, ensuring seamless integration with existing business processesLeverage your accounting or business expertise to optimize automated workflow solutions and management systemsMonitor and analyze client usage patterns of AI-driven features to identify opportunities for enhanced automation and efficiencyCollaborate with our technical team to translate client accounting needs into platform improvementsProvide strategic guidance on best practices for automated bookkeeping and accounting workflowsLead training sessions on utilizing the platform for onboarding and aI-enabled systemsMaintain high client satisfaction and retention through proactive account management and regular business reviewsRequired Qualifications :
Bachelor's degree in Accounting, Finance, or related field, or equivalent combination of education and experience.3+ years of accounting or business administration experience2+ years of customer success experience in a SaaS or AI-driven technology environmentStrong understanding of automated systems and AI-powered financial toolsExcellence in project management and client relationship buildingExperience with QuickBooks Online, Xero, or similar accounting platformsWhat We Offer :
Opportunity to shape the future of automated technologyProfessional development and growth opportunitiesCollaborative work environment with industry leadersJoin us in transforming how STEM companies manage their operations through innovative AI-driven solutions. With ITRADE, you'll be at the forefront of automation technology while helping businesses achieve their goals.