Customer Solutions Consultant

About Leapfin

Leapfin is accounting automation software that consolidates and transforms revenue transaction data into a single source of truth for revenue reporting. Our mission is to streamline month-end close, and empower accounting and finance teams with the visibility they need to grow their business. That’s why high-growth brands like Canva, Reddit, Webflow, Poshmark, and SeatGeek rely on Leapfin to close their books every month with confidence. 

What’s the job?

As a key member of Leapfin’s Customer Success team, your role is to guide Leapfin customers to realizing the platform's full potential. You will oversee the complete implementation journey, starting with the initial kick-off and continuing all the way to a smooth go-live making sure everything stays on schedule. You’ll also assist in additional areas of the customer journey including supporting and engaging existing customers.

Your day-to-day responsibilities will focus on connecting with customers and leading them through our implementation process. By keeping a close eye on key project milestones, you will adapt timelines and resources as needed while updating both internal teams and the customers on our progress. The end result will be happy customers effectively onboarded onto Leapfin, becoming long-term and highly engaged users. For already onboarded customers, you will help keep them engaged by educating them on our different product features and services.

What does that mean?

Leading customer implementations:

• Your primary responsibility is to help new customers achieve value with Leapfin by leading our implementation process from start to finish
• You will use your project management skills to guide our customers through various milestones to complete implementation on-time
• As the primary contact for our customers, you will be a resource to train, troubleshoot any challenges, and support their account during onboarding

Become a consultative Leapfin expert:

• To help our customers learn the product, you will become a Leapfin expert and be able to speak to the value Leapfin brings our customers
• Leveraging your background in accounting and experience with finance systems, you will advise our customers on best practices with Leapfin as well as many of our integration partners
• You will use your knowledge of Leapfin to help support other areas of the customer journey as needed (pre-sales, customer support, customer success, etc.)

Cross-functional collaboration:

• You are an internal champion for customers, and you make sure you bring in the right internal team members to solve our customer’s problems
• Work closely with the Customer Success team to ensure continued product adoption and identify opportunities for upsell and expansion
• You will also be an integral piece of our customer feedback loop to help us improve our implementation experience and channel customer feedback throughout the company

What makes you a good fit?

• Accounting and finance background – either as a contributor on those teams or in a position where you supported those roles working directly with accounting and financial systems.
• You have experience working with customers, implementing new software in a SaaS business.
• You have strong communication and project management skills.
• Demonstrated technical acumen including SQL and basic understanding of databases and APIs.
• A proven collaborator, team-player that’s looking to contribute as part of a team.
• Scrappy and able to pitch in other areas of the business to help our customers when needed.
• You thrive in a rapidly changing startup or high-growth environment.

Leapfin is an Equal Employment Opportunity Employer

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.