The responsibilities will include, but are not limited to:
Driving Multiview’s End Month End program; ensuring 100% of our clients are seeing a return on their investment
All stakeholder relationship management, adoption, and engagement to uncover, solve and present opportunities to strengthen Multiview’s relationship with clients that results in ongoing client retention.
Providing training and advice to clients, both in response to identified difficulties and to share tips for optimal performance
Track data and reporting items to adequately capture progress using account management tools such as HubSpot with up-to-date communications and correspondence
WHAT WE ARE LOOKING FOR:
At Multiview, being creative with great communication and problem-solving skills is really important, but equally so are having a passion for driving client success and the desire to be a contributing member of our culture, where the genuine care of people is our compass.
The successful candidate will be a highly motivated team player who is skilled in accounting and a highly motivated team player who is a sale focused professional with excellent communication, a passion for client success, a self-starter, and someone who can meet the demands of a fast-paced growing technology company while maintaining the quota, positive attitude in an account management function.
If this sounds like you, read on!
WHAT YOU WILL DO:
Manage, engage and build stakeholder relationships for the assigned client portfolios of existing clients with the goal of maximizing the value they realize from Multiview ERP software
Work closely with clients through the regular communication to ensure a consistently a positive client experience
Expand Multiview’s full suite of products and services in the given client portfolios leading their progression through the stages of Multiview’s industry-leading programs by uncovering, executing and closing cross-selling and cross-selling opportunities
Track data and reporting items to adequately capture progress using account management tools such as HubSpot with up-to-date communications and correspondence
Prepare, schedule, and conduct client renewals and check-ins to ensure their ongoing success.
Educate clients on the use and benefits of Multiview solutions.
Provide all clients and stakeholders with information on product upgrades.
Proactively communicate with clients and internal staff to manage enhancement requirements and escalations
Work with existing clients and all stakeholders on implementing upgrades for the new modules, new interfaces, or custom work
Maintaining a highly detail-oriented eye to client project plans, while exercising good interpersonal and organizational skills;
Prioritizing work and performing multiple tasks simultaneously while adhering to deadlines;
Proactively communicate with clients and stakeholders to manage enhancement requirements and escalations
Foster a collaborative work environment in alignment with Multiview values, building and advancing the reputation of the company and its clients
Key Relationships:
Manager, Client Success
Client Success team
Multiview Clients
Work Environment:
Work independently with minimal supervision
Extensive collaboration with team members and other departments
Remote work option
COMPETENCIES PORTFOLIO:
Drive For Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results
Customer Service: This role affects 100% of all clients who purchase Multiview Financial software. Understanding how to derive expected outcomes and offer the best solutions and technical recommendations for the success of the client’s understanding and potential for utilization of Multiview is vital to this role
Problem-solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers
Organization: Ability to handle multiple projects simultaneously to meet deadlines and prioritize tasks to ensure a smooth client support experience and operational excellence
Initiative: Seek, own and complete tasks using own initiative; work independently with little supervision; have a strong bias toward action
Action Oriented: Enjoys working hard smart; is action-oriented and full of energy for taking initiatives; not fearful of acting with a minimum of planning
KNOWLEDGE, EXPERIENCE, AND SKILLS REQUIREMENTS:
Bachelor’s degree/ diploma in a related field OR equivalent experience
Experience level: 2-3 years in a similar role (Client Success/Account Management)
Strong sales acumen with proven success in a quota-carrying role managing sales pipeline, deal progression, retention, and upsell targets
Excellent communication skills, both written and verbal, with the ability to listen, understand, educate, and influence
A strong drive to close with proven success with reporting on KPIs (Retention, Upsell, Cross-sell, Referrals, NPS, etc.)
Proven success with all stakeholder engagement and relationship management at all levels
Excellent problem solving, analytical skills and practices sound judgment when making decisions
Ability to multi-task, probe, analyze and problem-solve with keen attention to detail
Ability to work both collaboratively in a team environment and independently with little supervision
Willingness to be coached, mentored, and driven to reach your fullest potential
Experience effectively representing Multiview’s values, building and advancing the reputation of the company and its clients.
WHAT WE WOULD LOVE TO SEE?
Prior experience working in a SaaS environment is considered an asset
Background in accounting and Finance is considered an asset
1+ years of Multiview Financial product or Enterprise software experience is considered an asset
Experience comes in many forms, many skills are transferable, and passion goes a long way. If your experience is this close to what we are looking for, consider applying. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.
ABOUT US:
Multiview builds powerful, easy-to-use financial applications for clients across North America. As a leader in the ERP/Financial Software industry, we partner with sophisticated clients across multiple industries to End Month End™. We are extremely proud of the company we have built. Bringing together professionals with diverse backgrounds, talents, and expertise is vital to making our company stronger.
Our people-first culture is our biggest advantage and we are excited to share that commitment with you!
WHY JOIN MULTIVIEW?
At Multiview, you can make an impact that matters in a way that you never thought possible. With endless opportunities at every turn, and a company culture built to empower and develop our people to be the very best they can be, Multiview is THE Software Company for you to learn, grow, create, connect, and lead. We do this by taking care of our employees first.
“Multiviewers” strongly believe that a great job should keep you happy both at work and in life and we encourage that by offering:
Competitive Compensation with benefits from Day 1
4 weeks’ vacation to start, additional paid time off to supplement work-life balance, wellness, and mental health days
Company paid competitive Benefits including Extended Health, Dental, Vision, and more
Workplace Flexibility (Choice to work remotely in Canada or from our HQ office in Ottawa, ON)
Health and Wellness Perks
Company-arranged social event
Continuous growth opportunities, professional development training allowances and leadership development
APPLICATION INSTRUCTIONS:
Please submit your resume, and a cover letter describing, why you are a unique fit for this position by applying to this posting. We thank all applicants for expressing their interest in Multiview; however, only those candidates selected for an interview will be contacted.
Multiview is committed to providing an inclusive and accessible candidate experience. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to meet your needs.
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