This role bridges accounting domain expertise with hands-on SaaS customer success, ensuring new clients seamlessly integrate the software into their daily financial workflows and realize immediate time-to-value. FinTech & Core Tool Proficiency: Familiarity with modern accounting platforms (e.g., QuickBooks, Xero) alongside customer success and CRM tooling (e.g., Salesforce, Intercom, Notion, Calendly, Loom, Gong).