Kruze Consulting is hiring Web3 Web3 Client Success Manager

Desired Qualifications

• 2+ years of relevant experience working at a Consulting or Accounting Firm in an accounting or tax role
• Ability to think and operate with a First Principles mindset
• Proven experience in sales operations, systems administration, reporting, and analytics
• Experience working with Salesforce, or comparable sales CRM tools
• Ability to describe basic accounting systems and processes in both written correspondence and oral presentation
• Excellent analytical skills with the ability to interpret complex data and translate it into actionable insights
• Effective communication skills (oral and written) and executive presence
• Strong priority management and organizational skills
• Advanced proficiency in Microsoft Excel
• General understanding of the annual tax filing process
• General understanding of major GAAP accounting standards
• Knowledge of research techniques to analyze data and make recommendations
• Strong interpersonal skills and an ability to work cross-functionally with multiple stakeholder groups
• Ability to thrive in a fast-paced, data-driven environment

Duties & Responsibilities

• Fully Remote – We’ve completely embraced and invested in remote work and know the benefits. Save time, save money, and decrease stress. Our experience shows that remote work fosters a healthier work/life balance for our people. We do get together once a year for an annual offsite meeting, but it’s optional
• Flexibility/Autonomy - Need to run to an appointment, your child's school, or just want to take a walk outside? No problem. If your clients’ needs are met and your work gets done on time, enjoy!
• Stability – While we serve startups, we aren’t one. We’ve been around for almost a decade enjoying controlled growth over that time. We don’t over-hire, and thankfully, we’ve never had to do a reduction in force. Our service offering is niche, accounting is essential to businesses, and the potential market for our services is diversified/vast
• High-Quality Colleagues - We’re a diverse bunch, experts in our respective fields, and eager to help each other and clients. We care about each other as whole human beings
• High-Quality Clients - We work exclusively with venture-funded technology startups and early-stage companies who are creating some of the most exciting and transformative products and services in the world! (We also have a “no jerks” policy; our clients treat our people professionally and respectfully.)
• Purpose/Meaningful Work – Not your average accounting role. Kruze professionals get to work with innovative startups that are disrupting their respective industries and creating the products and services of tomorrow. Like proud parents, we derive vicarious enjoyment as our clients grow, get additional rounds of funding, and ultimately get acquired by Fortune 500 firms
• Professional Development – You’ll gain exposure to many types of clients and industries including SaaS, eCommerce, Healthcare, Biotech, Crypto/Blockchain, and Manufacturing. At Kruze, you’ll have the opportunity to learn multiple disciplines and work with a wide variety of high-visibility clients and find your passion

Soft Skills

Nice to Have/Position Preferences:

• Bachelor's degree: Concentration in Finance or Accounting
• Familiarity with Airtable and other business intelligence tools

Other

What you’ll be doing: Client Success (50%) Build and maintain strong relationships with our existing clients, understanding their needs and ensuring elevated levels of client satisfaction Deliver thoughtful proposals and notifications of price increases to existing Clients within the constraints of the Kruze pricing structure Conduct in-depth discussions (Account Reviews) with existing clients to understand their evolving needs, challenges, and objectives, and how Kruze can support them

Reporting and Analytics: (25%) Develop and maintain sales performance dashboards and reports to provide valuable insights to the sales team and management Conduct analysis of client pricing levels, pricing plan qualifications, and service needs/requirements to identify opportunities for price adjustments, engagement expansion, and cross-selling Prepare recommendations and proposals for engagement expansion and cross-sell opportunities

Business Development and Retention: (20%) Contribute to new business development efforts by providing data-driven insights to help identify potential target markets, industries, or prospects Assist in client retention strategies by analyzing customer behavior and identifying opportunities for upselling and cross-selling Collaborate closely with the Kruze Quality Assurance team to provide valuable feedback from clients on our service levels, abilities to support their evolving needs, and areas to improve

Other (5%) Work cross-functionally with our Onboarding, Tax, Accounting, and Finance teams—echoing the voice of the client and providing constructive and actionable feedback to the team

A note of caution about remote work at Kruze Consulting: While it seems cool, it’s not for everyone. You must have the discipline, work ethic, healthy boundaries, work strategies, and emotional intelligence to work remotely. While we strive for work-life balance at Kruze, this is still a fast-paced role that will require you to juggle many different projects and tasks. You must enjoy and thrive in this type of fast-paced environment. About Kruze Consulting: Kruze Consulting has grown organically and rapidly, tripling in size over the last two years. We provide accounting, bookkeeping, finance, payroll, and tax services to over 800 startups backed by top tier venture capital funds. Kruze Consulting is recognized as one of the TOP 20 Places to Work by Accounting Today Kruze Consulting is a 2022 Inc. 5000 Honoree Our core values are: Kaizen ∙ Integrity ∙ Innovation ∙ Intuitive ∙ Communication & Collaboration ∙ Data Driven

Quality ∙ Enabling Customer Greatness ∙ Fidelity We are a 100% remote company, working in many different countries and time zones; we encourage our employees to take advantage of our flexible work environment to be happier and more productive. The firm has 800+ Seed, Series A, Series B, and Series C clients. The firm was started 9 years ago, by Vanessa Kruze, CPA and now has 150+ team members. Kruze utilizes best-of-breed software tools such as QuickBooks, Gusto, Justworks, Rippling, Expensify, Bill.com, Zoom, Slack, Ramp and Brex. Our client base is comprised of venture capital-backed startups funded by the very best venture capital funds in the world. Physical Requirements: Extended periods of focused, seated computer work – approximately 8 hours a day