Double

Implementation Specialist

USA, United States full-time Mid Salary not listed
full-time Mid level Technology & IT Curated
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About the role

About Double

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Double is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Double has raised $12M in funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Double currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

We're bringing on dozens of new customers each month – you will be the first point of contact for small to mid-sized firms looking to start their journey with Double.

What You'll Do

Conduct onboarding calls with prospective customers, train them to use the product, and help them realize value quickly

Ensure that all technical implementation and account set-up steps have been completed for each account that you onboard

Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Double

Maintain a high renewal rate after initial three month implementation period (80-85%)

Proactively reach out to accounts to ensure they're continuing to reach their goals and respond to any inbound support inquiries in a timely manner

Create customer education materials: record video feature overviews, ensure product documentation is up to date, and write user guides when necessary

Keep your finger on the pulse of trending feature requests and areas within the product that could be improved, then document and share customer feedback with the rest of the team to inform our product roadmap

Who You Are

Accounting/bookkeeping experience is required; exceptional candidates from adjacent fields who demonstrate a strong aptitude and genuine enthusiasm for the space will be considered.

2-3 years of experience in a customer-facing role at an early-stage SaaS startup

Ability to articulate complex concepts in a simple, straightforward manner, both in written and verbal communication

Keen attention to detail, thoughtfulness, and a customer-centric mindset

Knack and passion for process improvement, documentation, and increasing operational efficiencies

Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce

Benefits

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

401k plan

Double provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT Accounting CRM Excel Operations Project Management Mid level

Likely questions

  1. Tell us about work you have done that is close to the Implementation Specialist role.
  2. How would you approach your first 30 days at Double?
  3. Which of Accounting, CRM and Excel have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Accounting, CRM and Excel.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Implementation Specialist role because I can bring practical experience in Accounting, CRM and Excel, learn the team quickly, and contribute to the outcomes Double needs from this hire.

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