About the role
New customers move their cards, bills and books to Ledgerly in an afternoon. The weeks after are where they decide to stay. You will guide 60 to 80 growing teams through their first quarter and keep them for years.
You will join the Cape Town customer success team and work closely with support in Austin and with product on what customers ask for next.
Responsibilities
Run onboarding calls and set up cards, approvals and sync
Watch usage and help teams before they need to ask
Lead quarterly reviews with founders and finance leads
Turn customer feedback into clear product requests
Write help articles for the questions you hear most
Requirements
Four years in customer success or account management
Working knowledge of bookkeeping, AP or month-end close
Calm, clear communication
Experience with a CRM and help desk
Based in Cape Town, three days a week in the office
