Implementation Specialist

About the role

Double is seeking an Implementation Specialist to serve as the primary point of contact for small to mid-sized accounting and bookkeeping firms adopting our all-in-one management tool. You will lead onboarding, provide training, and ensure technical implementation to help customers realize value quickly. This role is critical in maintaining high renewal rates and bridging the gap between customer needs and product development.

Responsibilities

• Conduct onboarding calls with prospective customers, train them to use the product, and help them realize value quickly
• Ensure that all technical implementation and account set-up steps have been completed for each account that you onboard
• Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Double
• Maintain a high renewal rate after initial three month implementation period
• Proactively reach out to accounts to ensure they're continuing to reach their goals and respond to any inbound support inquiries in a timely manner
• Create customer education materials including video feature overviews, product documentation, and user guides
• Document and share customer feedback with the team to inform the product roadmap

Required skills

• Accounting
• Bookkeeping
• SaaS
• Customer-facing
• Technical implementation
• Documentation
• Slack
• Notion
• Hubspot
• Salesforce

Qualifications

• Accounting or bookkeeping experience
• 2-3 years of experience in a customer-facing role at an early-stage SaaS startup

Benefits

• Competitive pay
• Equity
• Unlimited PTO
• Health insurance
• Dental insurance
• Vision insurance
• 401k plan

About the Company

Founded in 2021, Double has raised $12M in funding and is backed by leading tech investors and founders from top startups. The company provides an all-in-one tool that helps thousands of bookkeepers and accountants manage the books for startups and small businesses.