Accountants with Flair

About the business and the roles

This is an opportunity for a seasoned accounting professional seeking to apply their expertise in a different environment. This customer success specialist role is pivotal in nurturing new and existing customers throughout their Calxa journey.

There are multiple positions available to look after our customers through various stages of their journey with us. We are obsessed with delivering the best customer experience and product to keep our customers for life. These roles are at the heart of the organisation and its business growth.

About our company

Calxa is subscription-based cloud software. The app saves time for Businesses, Not-For-Profits and Accountants by automating financial reporting like budgets, cash flow forecasts, KPIs and group consolidations. Founded in 2010 in Australia, our company now services organisations around the globe.

About the Customer Success Specialist

Typically, you will help users understand how the app fits their needs. By building a trusting rapport, you will guide them on their path to becoming a loyal customer. This will suit an accounting professional with strong interpersonal and communication skills. Your role will be fundamental in contributing to the growth of the business. Your day will include:

Virtual demonstrations of software

Delivery of informational webinars

Assist leads and existing customers with their questions via the in-app messenger

Building strong and productive relationships with new leads and existing customers

Nurture new users and newly converted customers to enable uptake of the software

Contribute to customer journey maps and material to maximise adoption and utilisation

Assist with regular analysis reports on Customer Success benchmarks

Real expertise

You are an expert in Customer Success and get involved in all aspects of the customer journey, pre and post-sale. You will foster customer health and sentiment and contribute to customer satisfaction, retention and advocacy. The result will be evident in deep customer relationships, high adoption and utilisation with exceptional retention. Your day looks like this:

Onboard, educate and train new customers.

Design customer roadmaps and material to maximise adoption and utilisation.

Organise and plan call cycles and touch points.

Regularly assess and document customer progress.

Collaborate and liaise with internal teams.

What is required to succeed

To be successful for this position you will be a tertiary qualified accountant. Ideally, you have attained or be working towards your CA or CPA qualifications. We are looking for an enthusiastic individual with strong interpersonal skills. Ultimately, you will demonstrate the following skills and attributes:

In depth knowledge of management accounting processes including budgeting and cash flow forecasts

Proficiency in cloud accounting software such as Xero, MYOB or QuickBooks. It is a bonus if you have experience in mid size ERP software such as MYOB Acumatica, NetSuite and Microsoft Business Central.

Exposure to mid-size finance functions with enterprise-level systems is desirable

Strong computer literacy and ability to confidently use MS Office suite, cloud applications, CRMs and collaboration tools

Effective communication skills with competency in business negotiations

Ability to methodically troubleshoot complex management accounting questions and communicate solutions to non-accountants

You are super organised and able to multi-task

A busy day does not unsettle you, in fact it gives you a kick

The reward

You will be working in a contemporary work environment with a progressive team that is rapidly growing. Our organisation offers the following benefits:

Competitive remuneration package commensurate with experience

Flexible work options with ability to work remotely

Intensive training program

Exposure to global accounting and business practices

The right candidate will have access to a flexible work model that supports a blend of in-office and/or remote work to suit your needs.