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We’re seeking a talented individual to join our team to work directly with accounting firms who service restaurant customers. This person will onboard new accounting partners to MarginEdge: explaining how we partner together to best service our common customers (the restaurant users of MarginEdge), working with them to define how their staff will interface with the MarginEdge to do their daily work and how to reach out for support as needed, and training their team on the MarginEdge platform. This individual is also responsible for ongoing account management: regular check in meetings, reviewing new features as they are launched, and serving as the primary point of contact for escalations. This role coordinates proactive account clean up activities through Tier 1 support and works closely with teammates in Customer Support to resolve customer issues.

MarginEdge: Where hospitality meets technology

As a team built by former (and current!) restaurant operators, our mission is to bring operators the same energy, attention to detail, and passion that they bring to their guests. Our culture is deeply rooted in service, partially because that’s where so many of our team come from (including everyone on our Business Development team), but also because we believe it is just the right way to run a business. We design our software with profound empathy for the complexity of running a restaurant, and the goal of making the magic just a little easier for operators by taking the complex (read: very annoying) back office tasks off their plate, while empowering them with real-time data.

Our founders share a deep history in both owning and operating restaurants and in building successful tech companies. We are venture-backed and serve 10,000+ restaurants across the US and Canada.

We enable restaurants to make magic while knowing we are doing the same for them.

We have the utmost respect for our clients and because of this, we are unable to hire their current employees.

What type of responsibilities will I have?

• Work with accounting partners to understand how their operations work and how they will use MarginEdge so we can modify the onboarding journey as needed
• Train staff at the accounting firm as they bring on new customers and new team members.
• Regular account management calls: bi-weekly, monthly or quarterly depending on partner needs
• Demonstrate extensive knowledge with the accounting features in MarginEdge and integrations with key software applications
• Coordinate with Tier 1 support for proactive quality control work, including but not limited to: o Auditing newly created vendors
  • Proactively fixing export errors
  • Monitoring error-prone processes that occur outside the software (such as internal transfers and special processes accommodations, and short-term manual process solutions in anticipation of eventual software fixes or enhancements for select clients)
• Coordinate with the customer support team to identify issues, resolve recurring problems, and facilitate fruitful communication
• Act as liaison between Customer Success and product for product roadmap changes needed to better support our accounting firm partners
• Travel to clients or HQ on an average of 1x a month

What qualifications or skills are required?

• Experience working at an accounting firm (restaurant or hospitality focused is a strong plus!) entering A/P, sales journal, and inventory adjustments in an accounting system (Quickbooks, Intacct, Xero, etc.)
• Experience reconciling balance sheet accounts
• Account Management experience–within a customer success team or as a member of the accounting team at a firm
• Knowledge of Salesforce, ChurnZero, Zendesk or other CRM tools
• Passionate about customer service and hospitality
• Possess a strong attention to detail, well-organized, and ability to multitask efficiently - Ability to find innovative and creative solutions to challenges
• Professional verbal and written communication skills
• Enjoys client interaction and is confident engaging with c-suite managers and business owners
• Comfortable in a fast-moving environment, where change is the norm, potentially including your role changing and growing as the company does

Nice to Haves:

• Technical knowledge – Familiarity with accounting systems such as QuickBooks, Xero, and Intacct.
• Industry knowledge – Experience with accounting firms serving the hospitality or restaurant sector.
• Product knowledge – Deep understanding of MarginEdge features and third-party integrations.
• Organizational knowledge – Ability to navigate cross-functional collaboration (Support, Product, Customer Success).

What’s it like to work for MarginEdge?

Imagine the fun of a great restaurant - surrounded by a team of people (including some that you help to manage!) who care about hospitality, care about quality, and care about each other - then subtract the long nights, weekends, drunk customers at the bar...et voila, MarginEdge!

We work hard, we work fast and we fuel our work with a commitment of transparency from leadership, straight talk and trust between teams. We believe that the best people do their best work when they feel empowered - so whether you are remote or in our office (likely eating a catered lunch from our clients in our baller, brand new penthouse HQ in Ballston) you get to work with your manager to call your shot on what works best for you. Did we mention it has a full commercial kitchen and is walking distance (covered walking, that is) from the metro?

Benefits (Shut the Front Door, They are Amazing)
In order to fuel this rocket ship, we need to build a team as passionate about our work and product as we are. We believe that top talent (that’s you!) should feel deeply connected to their work, appreciated for the time they give to building our organization and have the balance necessary to give their best during work hours and all those after-hours too. We do this by offering a suite of kick ass benefits not only to be competitive and catch the eye of super smart people (that’s you again!) but also provide the foundation for a career you love and a life outside of work you love just as much.

• Unlimited Paid Time Off (and we mean it, we encourage your healthy work life balance!)
• Medical, Dental, Vision, and Short/Long-Term Disability Insurance (preventative care for the win)
• Health Savings Account with employer match (dependent upon your medical plan selection)
• Commuter benefits with employer contribution (excluding limos and helos - for now)
• Generous Life Insurance Plan
• Short- and Long-term Disability
• Company-Paid Holidays
• 401(k) and matching
• Stock Options to buy into everything we are doing to support this industry
• 12-week fully Paid Parental Leave
• Lunch catered twice a week at our HQ in Arlington (we exclusively cater from our clients, too!
• A wellness program that sponsors healthy activities such as step challenges and provides discounts to gyms and fitness classes.

Check out our 100% “Recommend to a Friend” rating from anonymous employee reviews on Glassdoor.

Oh, and our recognition in the Washington Post as a top small businesses to work for in 2021, 2022, 2023 and 2024!

And most important, what our customers think about our work on Capterra and G2 Crowd.

Our Fine Print is Bold: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran, marital, disability status or any other characteristic protected by law. You be you. While we are proudest of our commitment to exceptional culture and creating a truly excellent work environment, we see our benefits as an extension of that belief. Our benefits package is designed to be exceptionally competitive and a reflection of our commitment to a best-in-class workplace for all.