AI Implementation Specialist (Accounting)
As an Experienced Implementation Analyst, you will be a member of our Customer Success (CS) team. You will work as part of an implementation team, reporting to the Manager of Implementations, to deliver value to our customers through Docyt’s software. A key element of your role will be identifying the requirements of customers and owning the configuration of solutions that fulfill these requirements. This will include customer onboarding, and delivering training to customers, validating data and providing ongoing support for the software once it has been adopted by customers.
You will lead the customer journey from onboarding to delivery of first financials and be a key member of the success team working with Mid-Market and Enterprise customers.
Who are you:
- You thrive in fast-paced work environments
- You are a people person and love talking to others
- You are a good communicator
- You have a positive, can-do attitude
- You are organized and have great attention to detail
- You are a Tech-Savvy person
- You are a Bookkeeping Nerd
Requirements
What we are asking you to do!
- Drive implementation milestones by planning and executing tasks, being accountable for successful first financials delivery.
- Oversee End-to-End Onboarding, Post Setup, and Implementation Engineering.
- Lead Customer Success (CS) initiatives with management support, sharing expertise and mentoring team members in specific areas.
- Lead productive customer meetings and workshops, resolving complex support tasks, and triaging incoming customer requests independently.
- Expertly handle internal and external communications related to implementations and other initiatives.
- Expertise in using accounting software like QuickBooks for bookkeeping.
What we are asking you to bring!
- 3+ years of US / INDIA accounting experience
- CPA, CA, or MBA certification would be an important criteria.
- Proven ability to build customer relationships and identify expansion opportunities
- Prior Customer Success kind of experience
- Experience leading US customer onboarding
- Strong communication skills; detail-oriented and able to multitask
- Proactive, independent, and a collaborative team player
- Ability to manage and align expectations of internal and external stakeholders.
Why should you join Docyt?
Docyt is an AI-powered accounting automation platform that transforms traditional bookkeeping by delivering real-time financial insights and streamlining back-office operations for midsize businesses. Founded in 2016 and headquartered in Mountain View, California, Docyt serves over 20 industry verticals, including hospitality, franchises, and accounting firms.
- Docyt is shaping the future of the accounting industry with cutting-edge AI bookkeeping technology.
- Opportunity to work directly with a U.S.-based client base and gain international exposure.
- Be the face of a fast-growing, AI-driven company transforming the way businesses manage finances.
- Immerse yourself in U.S. business culture
Additional Requirements:
- Permanent night shift. Flexibility to work non-traditional hours as needed to accommodate customer needs and time zones. Flexible to come to office as and when required.
- Working knowledge of US accounting / India Accounting
- Hybrid role based out of Sector 62 NOIDA , offering best-in-class compensation
Benefits
- Full time opportunity with a competitive compensation package.
- Great growth potential at a fast-growing startup, we want you to grow with us!
- Company provided laptop and necessary hardware to ensure you are set up for success.
- Inclusive and motivating work culture that values team collaboration.
- Night Shift Allowance