Founded in 2012, Budgyt is a positive cash flow Company that is self-funded and led by a team of seasoned entrepreneurs. Originally designed by the Founder, Budgyt is becoming a leader in the online business budgeting space. We simplify the budgeting process from using excel templates to a hosted solution that enables budgeting teams and their constituents to participate in the budgeting process.
We strive for every client interaction to be driven by our core values: Integrity, Professionalism, Value, Friendly, Perceptive/Receptive. Our company is a fun, fast-paced environment with enormous opportunities for career advancement. We are seeking highly motivated, detail-oriented go-getters who want to move up in a tech startup.
In this position, you'll couple your knowledge base with our hands-on training to create exceptional on-boarding experiences for each implementation of our budget planning software. Your number one priority will be working to ensure Budygt’s clients' success with our budgeting Platform. We are looking for an organized, tech-savvy, intellectually curious candidate with excellent communication skills and the ability to learn quickly. You will be helping our customers and building industry leading processes for customer setup and education.
Implement Budgyt’s budgeting platform for clients, following Budgyt guidelines, and in accordance with client expectations
Implementations could include mapping APIs between QBO and Budgyt or via our Excel integration method.
Ensure client satisfaction and retention through timely solution delivery within client-defined timelines.
Resolve issues and provide solutions to clients
Ensure accuracy of all aspects of client set up
Remain engaged with client throughout implementation, until client is successfully running Budgyt
Interact/collaborate with Budgyt associates in Sales
Maintain and expand knowledge and experience of implementation job function.
Extreme attention to detail and meticulously organized
Ability to multitask
Excellent Excel Skills is a must
Maintain a professional manner with clients at all times
Logical thinker to help organize complex excel formulas and translate to Budgyt formulas
Strong written and verbal communication skills
Excellent time management and strong sense of urgency
Bachelor's Degree, 2+ Years in Customer Success, or Onboarding Role.
Accounting Background is a big plus. Includes accounting courses or working in an accountant function.
Basic project management skills required
Job Type: Full-time
Salary: $75,000.00 to $85,000.00 /year
relevant: 2 years (Preferred)
Paid time off