Head of Customer Success
7 days ago
**About Us**
Enkel is a forward-thinking accounting and technology firm dedicated to providing cloud-based accounting solutions and high-quality reporting to Canadian businesses and Not-for-Profit organizations. Our vision is to be the trusted partner of our clients, offering accurate and timely financial reporting that empowers better business decisions.
**Overview**
**Key Responsibilities**
- Lead, mentor, and develop the Onboarding and Account Management teams to ensure high performance and strong client relationships.
- Drive customer retention by proactively monitoring client health, managing client expectations, and ensuring seamless service delivery.
- Oversee and improve the onboarding experience, ensuring new clients transition smoothly from sales to service and are successfully set up on the necessary tools and processes.
- Ensure account managers conduct regular client check-ins (monthly/quarterly), track customer satisfaction, and address escalations promptly.
- Implement strategies to increase client satisfaction, drive renewals, and identify upsell opportunities within existing accounts.
- Develop standardized playbooks, processes, and KPIs to optimize the performance of both teams and enhance customer experience.
- Collaborate cross-functionally with Sales, Delivery, and Customer Support to ensure a seamless customer journey and consistent service quality.
- Monitor and analyze key customer success metrics, making data-driven recommendations for improvement.
- Act as an escalation point for high-priority client issues, ensuring resolutions are handled effectively and efficiently.
- Foster a culture of accountability, continuous learning, and client advocacy within the Customer Success team.
**What You Bring**
- Bachelor’s or Master’s degree in Accounting, Finance, or a related field; relevant certifications in bookkeeping or accounting (e.g., CPA or CPB) are a plus.
- 7+ years of experience in Customer Success, Account Management, or Client Services, preferably in a B2B professional services or SaaS environment.
- Proven experience leading and managing teams, particularly account managers and onboarding specialists, with a focus on high performance.
- Strong understanding of financial operations and accounting services, including bookkeeping, payroll, AP, etc.
- Project management and technology implementation experience.
- Experience designing and implementing processes to improve efficiency and improve client experience.
- Track record of improving client retention, satisfaction, and revenue growth through proactive customer success strategies.
- Excellent communication, problem-solving, and relationship management skills.
- Ability to implement and scale customer success processes, including metrics-driven performance management.
- Strong analytical skills with the ability to monitor and improve key customer success KPIs.
- Comfortable working in a fast-paced, client-focused environment.Experience working with cross-functional teams across separate geographical locations.
**Why Join Us?**
- Opportunity to shape and lead the Customer Success function in a growing cloud accounting company.
- Work closely with a talented and passionate team dedicated to delivering exceptional client experiences.
- Make a meaningful impact on clients by ensuring they receive top-tier financial management support.
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