About The Position
Ambrook is seeking a Customer Success Specialist to be the primary point of contact for their customers, providing support and ensuring they get the most out of the Ambrook platform. This role involves guiding customers through product setup, troubleshooting, and understanding financial concepts. The specialist will also act as a liaison between customers and the product, design, and engineering teams, providing feedback to improve the customer experience and the product itself. The goal is to help family-run businesses achieve financial clarity and resilience.
Requirements
- Strong bookkeeping or accounting background. You've done the books in a software tool and can comfortably explain concepts like the Balance Sheet, Profit & Loss, and cash flow to someone hearing them for the first time.
- A clear, professional communicator at ease in written support chat and on live video or phone calls, with a tone that builds trust and feels approachable to business owners.
- A people person — you get genuine energy from working with customers, problem-solving alongside them, and helping them succeed.
- Strong attention to detail. You're the kind of person who digs carefully into a question before jumping to an answer, and you catch the things others miss.
- Comfortable with ambiguity and a fast-moving environment — you can prioritize independently and adapt as things change.
- Available for a minimum of 20 hours/week on a contract basis, with flexibility to cover some evenings and/or weekend hours.
Nice To Haves
- You're an existing Ambrook customer with firsthand experience using our product and strong financial acumen.
- Background or personal experience in agriculture, construction, trucking, or another trade industry.
Responsibilities
- Represent Ambrook for customers navigating our product — in writing, on calls, and in every interaction that shapes how they feel about us.
- Master the product inside and out, developing deep familiarity with Ambrook's features so you can confidently guide customers through setup, troubleshooting, and best practices.
- Learn the ins and outs of agricultural bookkeeping, the larger farm finance ecosystem, and the specific needs of the operators who rely on us.
- Improve the customer experience by sharing patterns, feature requests, and product feedback with our product, design, and engineering teams.
- Handle the support chat independently, providing prompt, accurate, and friendly responses to customer questions.
- Lead live onboarding calls, helping new customers successfully set up their accounts and transition from other systems onto Ambrook.
- Own a high volume of customer interactions across support chat and onboarding calls, consistently delivering a best-in-class experience.
- Serve as a trusted resource for customers navigating accounting concepts from reconciling transactions to understanding their balance sheet by providing clear, accessible guidance.
- Provide regular, structured feedback to our product and engineering teams on recurring customer questions, friction points, and feature requests.
- Help shape how we onboard and support customers as we scale, contributing to process improvements and documentation.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
