Customer Success Manager
Optimyze Finance
Description
This person will be working in my micro-accountancy firm. This person will be responsible to support pre-sales activities. This person will be responsible to deliver client projects (i.e., tax returns for individuals, professionals, and sole traders), and this person will also be expected to create content.
Tasks
Prepare accounts.
Prepare management reports and presentations for clients as well as internally.
File tax returns.
Write SEO-enabled content.
Make calls to inbound inquiries and set up discovery meetings.
Take ownership of client delivery.
Take ownership of pre-sales activities within the firm.
Take ownership of client success.
Requirements
CA/CMA/M.Comm
Commerce or Accounts graduate.
Minimum three years' experience working.
Demonstrable experience inclient-facing roles.
About Optimyze Finance
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