🌳 About Bonsai

Bonsai helps thousands of agencies and consultancies around the world win new clients, deliver projects on time and get paid. 🌳

Bonsai's vision is to enhance operational efficiencies and driving profitability for consulting firms and agencies. The platform is meticulously designed to eliminate operational friction and simplify the management of business processes through its three core product suites: Client Management, Project Management, and Financial Management.

We're profitable, growing very quickly, and are backed by some of the world's best investors (YC, Matrix Partners, Index Ventures).

We've also been 90% remote since 2016 and our team is spread across 9 different countries. This role will be predominately remote with the occasional day in office with our Toronto team.

About The Role

As our first Account Manager, your primary focus will be ensuring our clients are set up for long-term success through a seamless onboarding process and ongoing support. You'll work closely with our Sales, Customer Success, Product, and Marketing teams to drive engagement, satisfaction, and advocacy for Bonsai.

In this role, you will own client relationships from the moment they join Bonsai, helping them navigate our platform and tailoring their experience to meet their unique business needs. By identifying opportunities to add value and eliminate friction, you'll play a pivotal role in fostering a culture of customer-centricity at Bonsai.

Responsibilities

Onboarding Clients: Welcome new users, guide them through setup, and ensure they're equipped with the tools and knowledge to succeed with Bonsai
Building Relationships: Serve as the primary point of contact for clients, maintaining regular check-ins and addressing their evolving needs
Proactive Engagement: Identify growth opportunities for clients by understanding their business goals and recommending relevant Bonsai features
Support Excellence: Handle inquiries with efficiency and empathy, providing timely solutions via email, chat, and occasional video calls
Client Advocacy: Act as the voice of the customer, sharing insights and feedback with internal teams to help improve the product and customer experience

Requirements

6+ months of experience in Customer Success, Account Management, Sales, or similar roles, ideally within SaaS
Strong technical aptitude with the ability to quickly learn new tools and platforms
Proven track record of building and maintaining strong client relationships
Excellent written and verbal communication skills
Commitment to continuous growth and learning. You understand that every challenge is an opportunity and you get excited about learning new things
Experience with Excel/Google Sheets

Benefits

Competitive compensation package — we know you will have a large impact on the company and we strive to compensate accordingly
Remote-work option
All-expenses paid team retreats — our last retreat was in Lisbon!

Bonsai

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