Customer Success Manager

🕒 August 7

🇺🇸 United States – Remote

💵 $83k - $112k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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Billtrust

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2001

💼 Consulting

📦 Logistics

📣 Marketing

💰 $200M Post-IPO Equity on 2021-01

Consulting • Logistics • Marketing

Billtrust is a leading provider of accounts receivable automation solutions that leverages artificial intelligence to streamline and enhance the financial management process for businesses. The unified AR platform from Billtrust integrates invoicing, payment processing, cash application, and collections, enabling companies to optimize their order-to-cash cycle and improve cash flow management. With a focus on automation and efficiency, Billtrust's solutions are designed to reduce manual tasks, accelerate payments, and enhance customer satisfaction across various industries.

📋 Description

• Engage a portfolio of strategic customers and build long-term partnerships • Define customer success metrics, drive platform adoption, and deliver measurable value • Understand customer needs, use cases, and objectives to ensure effective platform usage • Help customers identify and realize Billtrust’s business value to support renewals and expansion • Assist with user adoption and organizational change management • Build and maintain relationships with customer stakeholders, including executive sponsors • Monitor and report customer health using AI-powered dashboards and usage and satisfaction indicators • Identify customer risks and coordinate timely interventions to support satisfaction and retention • Develop customer case studies, references, and success stories • Escalate key customer issues and coordinate resolutions • Identify growth opportunities and collaborate with account teams on upsells • Facilitate onboarding of new customers with services teams • Represent the customer voice internally and partner with Product, Support, and Services • Use AI tools for customer research, communication preparation, and portfolio insights • Perform other duties as assigned

🎯 Requirements

• 2+ years of experience in customer success, account management, or a related customer-facing role at a technology company • Ability to build and maintain relationships with senior and executive stakeholders • Strong written and verbal communication skills • Understanding of key financial services and technology trends • Ability to understand complex business scenarios and develop actionable recommendations • Comfort using AI tools to accelerate daily work and improve customer outcomes • Proactive, collaborative attitude and ability to influence and drive results in a virtual team environment • Preferred: experience in fintech, accounts receivable technology, or B2B SaaS environments • Preferred: familiarity with CRM and customer success platforms such as Salesforce or Gainsight • Preferred: ability to build AI-assisted workflows for customer health monitoring and account planning

🏖️ Benefits

• Comprehensive health coverage • Competitive retirement • Generous PTO • Parental leave • Flexible work options • Professional development investment • Potential additional incentives such as equity, commissions, or other variable performance-related bonuses