Customer Success & Onboarding Manager - Cpa

Customer Success & Onboarding Manager – CPA
Be our first customer success hire. Lead onboarding, support and account management for Kompas customers, working directly with the CEO. A role for a CPA who loves working with people.Kompas is a Montreal-based Proptech startup building modern property management and accounting software for real estate owners and operators. Our platform helps landlords and property managers streamline leasing, maintenance, and accounting operations — all in one place. We’re a small, fast-growing team focused on solving real problems for real estate professionals with powerful, easy-to-use software.We’re now looking for our first Customer Success & Onboarding Manager to lead customer-facing operations, ensuring our clients succeed with Kompas from day one. If you’re a CPA who loves working with people, solving problems, and helping shape internal processes, this is the role for you.About the role
As our first customer success hire, you’ll work directly with the CEO to design and implement our onboarding, support, and account management functions. You’ll be the go-to person for customers during their onboarding phase and beyond, helping them get the most out of Kompas.This is a unique opportunity to blend your accounting knowledge with your people skills and help shape the customer experience at a growing SaaS company.Key responsibilities
Onboarding
Serve as the main point of contact for new customers during onboardingAssist clients with data migration, including reviewing legacy systems and preparing migration reportsUnderstand each customer’s business structure (accounting, leasing, operations) and tailor the onboarding experience accordinglyConduct remote or on-site training for client teamsMaintain and improve internal onboarding playbooks and processesHandle inbound support requests from clients and tenantsManage our support ticketing system and prioritize tickets for internal follow-upAnswer support calls and ensure timely responses and resolutionsCreate documentation and help articles to scale supportAccount management
Maintain regular communication with clients to ensure satisfaction and retentionGather feedback on feature requests and product improvements, and share insights with the product teamSupport billing operations, including invoicing and collections for SaaS and transactional feesWhat we’re looking for
3+ years of experience in public accounting or an industry accounting roleBilingual in English and French (spoken and written)Excellent communication and interpersonal skillsStrong problem-solving abilities and attention to detailComfortable working in a fast-paced startup environmentInterest in real estate, SaaS, or client-facing work is a plusWhat we offer
Competitive salary and ESOP packageHigh ownership role with direct access to leadershipFlexibility to work remotely or in our Montreal officeOpportunity to build out a function from the ground upWork that directly impacts our customers and company growthWe Take Careof Our Team
We want Kompas to be a genuinely good place to work, one that supports your health, your future, and your growth, so you can do your best work without putting everything else on hold.Comprehensive coverage for you and your family.RRSP MatchingWe match what you put in.Spend it on whatever keeps you healthy and recharged.
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