Client Success Specialist

BotkeeperWorldwideRemote

About the Role

Client Success at Botkeeper isn’t a support function—it’s a growth function. We’re looking for seasoned operators who treat client health like a science and a craft. You’ll be the strategic point of contact for our customers, owning onboarding, enablement, inbound support, engagement, and retention.Support at Botkeeper isn’t offloaded to a random queue—it’s handled by the same person who understands the client best: you. The right person doesn’t wait for a ticket or a red flag—they see it coming a mile away and act before it becomes a problem.Your success will be measured by the success of your clients.

This role is ideal for someone who thrives on building relationships, crafting success plans, and driving long-term outcomes—not just solving short-term problems.What You’ll Own

Leading new client onboarding and training with a strong strategic foundation (not just walking through features).
Owning ongoing account health by proactively identifying risks, opportunities, and growth potential.
Handling inbound support requests directly—because you know the client, their goals, and their history better than anyone.
Creating and delivering tailored training and enablement that aligns with client goals.
Building deep, consultative relationships with your book of business.
Collaborating cross-functionally with Sales, Product, and Support to deliver a seamless client experience.
Using HubSpot Service Hub to manage touchpoints, track health metrics, and drive insights.
Translating qualitative feedback into product and process improvements.
Developing and executing client success plans that ensure adoption, satisfaction, and long-term retention.

What You Bring

3+ years in a Customer Success, Account Management, or Strategic Support role—preferably in SaaS.
A proactive mindset: you don’t wait for churn signals, you prevent them.
Excellent communication skills with the ability to build trust and influence outcomes.
Experience onboarding and training clients with a focus on business impact.
Comfort navigating the nuances of B2B relationships.
Strong EQ and an analytical approach to client health and success metrics.
Familiarity with accounting workflows or working with CPA firms (nice to have).
Experience with HubSpot (or similar CRM/CS tools) is a plus.

Life at Botkeeper

botkeeper is the future of bookkeeping! Think of botkeeper as your assigned and dedicated permanent bookkeeper. Botkeeper will interact with you, answer your questions, and prompt you for information when needed just as a bookkeeper would. But unlike a bookkeeper, botkeeper is available to you full-time, does not require sick or vacation time, and is always pleasant to work with. botkeeper continuously learns, improves, and gets better at your bookkeeping as it learns your business and accounting needs. botkeeper is a virtual robotic bookkeeper that does your bookkeeping and supports your accounting needs through machine learning and integration of systems and software. botkeeper then accesses your information to make entries, tracks and schedules revenue and deferred expenses, accounts for payroll, reconciles bank accounts, and sends invoices. It's a bookkeeper but only better! botkeeper is truly the future of bookkeeping. - Services Include - Revenue Recognition, Accounts Receivable Tracking, Generating Invoices, Accounts Payable Tracking, Paying Bills, Expense Reports, Document Management, Banking & Credit Card Reconciliations, Payroll Tracking, Inventory Accounting, Monthly Close and Financial Reports, Monthly Discussion with your Assigned CPA.

Thrive Here & What We Value1. Unlimited PTO2. Competitive compensation and healthcare3. Remote work4. 12 weeks of paid parental leave5. Company retreats6. Career growth opportunities7. Continued professional education8. Collaborative team environment

Client Success Specialist

Life at Botkeeper

Your tracker settings