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Receipt Bank // automating elements of bookkeeping
Toronto, Ontario, Canada    Posted: Thursday, August 15, 2019
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The Receipt Bank Group was founded in 2010 & has been revolutionising bookkeeping ever since. With over 6,000 partner firms worldwide, we maintain a growth rate of 100%+ year-on-year. We are a global company with at team of 450+ in offices in London, Washington DC, Sydney, Sofia, Paris, Toronto & Cape Town & that list is only looking to get longer.

The role - what youll do:

Acquiring a new customer is anywhere from five to twenty-five times more expensive than retaining an existing one. As the number of partners regionally grow, we need to ensure that the Partners, & in particular the Partners Clients are engaged & utilising our service. The Partner Success Consultant role sits within Receipt Banks Customer Success Team with the remit to ensure successful onboarding of new Partners & their clients. The role will require the ability to sell the concept of successful onboarding to Partners & their clients. The desired outcome will involve identifying activities, patterns that produce the highest attach rate per partners in the quickest time.

  • Determine what activities will ensure partners & their clients are successfully onboarded,
  • Ensure that the criteria for successful Partner & Partner Client onboarding is relevant & executed, for example - mobile app downloads, submission, frequency of submission etc
  • Proactively engage with partners & with their clients to ensure they are successfully onboarded
  • Collaborate with teams across the business (e.g. CX, Marketing, Product) & share any insights that can assist in evolve the client experience.
  • Build on existing reporting to enhance Receipt Banks ability to track attach rate & velocity of partners clients.
  • Experiment & innovate with techniques to ensure ongoing partner success.
  • Build & refine internal processes that can scale as the team grows.
  • Collect & collate feedback from partners to highlight key issues that may prevent increased attach rate.

About you - what we are looking for:

  • Bilingual in English & French
  • Proven experience in a Customer Success or Account Management role
  • Knowledge of SaaS products (desirable)
  • Ability to convey complex information in an understandable manner
  • Tenacious, confident, enthusiastic
  • Strong listener with a compassionate but firm approach
  • Conversational, personable, optimistic, inquisitive
  • Curious, helpful, thoughtful
  • Technical, detail-oriented, comfortable handling data
  • Can handle rejection & objections
  • Ability to challenge & negotiate
  • Highly motivated, driven, ambitious

The Perks - what well give you:

Receipt Bank is defined by its people. We believe that in order to be your best self every day, you need to feel valued, motivated & supported. At Receipt Bank, youll get to collaborate with inspiring people who will support you on your own career journey. We also appreciate that financial & non-financial rewards & benefits are important too! So, you can expect from us:

  • Competitive salary
  • Health & wellness allowance
  • Access to L & D training platforms

Work smarter. Grow faster. Go further. Join Receipt Bank.

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