Join our dynamic team as an Assistant Manager, focusing on Customer Strategy & Design within the Mid-Market sector. This role is integral to providing consultative support to businesses with annual revenues of $2.5M+, guiding them on efficient product utilization to streamline operations and foster growth. You will play a key part in helping clients overcome expansion challenges by automating workflows and saving valuable time.

We foster a collaborative environment where enterprise technology acts as the engine for functional excellence, innovation, and sustained growth. Learn more about our customer-centric approach and how you can contribute to their success.

As an Assistant Manager, your primary responsibility will be managing specific sub-functions within our customer support framework. You will provide expert phone and chat support for Mid-Market customers, addressing complex QuickBooks Online workflows and integrations with a strong emphasis on first-contact resolution.

Key duties include diagnosing customer issues using a structured approach, thoroughly documenting interactions in Salesforce, and managing an active case queue with self-direction to meet SLA expectations. You will deliver empathetic and professional customer interactions, setting clear expectations and offering optimal solutions. Continuous improvement is crucial, incorporating coaching feedback and completing required trainings and upskilling pathways to enhance expertise in areas like Payroll and Payments.

Ideal candidates will possess a Bachelor's degree in Accounting, Finance, Commerce, or Business, coupled with 3–6 years of F&A experience. A strong grasp of bookkeeping principles, financial operations, and financial software workflows used by mid-market businesses is essential.

Proven ability to manage multiple tasks effectively in a fast-paced, SLA-driven environment, alongside strong analytical and troubleshooting skills, are critical. Experience in sales, particularly in transactional or SaaS environments (1-2+ years), is highly valued. Client-facing experience (2+ years) and proficiency in sales methodologies like Challenger, SPIN, Solution, or Sandler are also expected. Excellent verbal and written English communication skills (B2+ proficiency) are a must, with a consultative style to effectively engage financial professionals.