This role is entirely about people. You guide our partner firms through onboarding and are their calm, trusted point of contact as they get started. Our Head of Partner Success owns the relationships and the playbook; you make every partner's experience smooth.
What You'll Do
* Lead onboarding and training sessions in Spanish and English.
* Be the first friendly point of contact when a partner needs help.
* Walk firms through migrating and setting up their clients.
* Keep each partner's progress on track and visible.
* Turn common questions into simple guides.
What We're Looking For
* Professional bookkeeping experience is required.
* Prior experience with Quick Books or similar bookkeeping software is preferred.
* Exceptional people skills. Warm, patient,
a genuine listener, and someone partners trust right away. This matters most.
* Fluent Spanish and English.
* Comfortable with bookkeeping basics like reconciliations and a chart of accounts. No CPA required.
* Takes ownership and follows through without being chased.
* Genuinely excited to help small businesses succeed.
How We Work
Small, flat team. You work closely with our Head of Partner Success and directly with the CEO. Fully remote, with a team off-site in Mexico City this August.