Customer Success Associate

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November 19

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InvoiceCloud, Inc.

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Finance • Fintech • SaaS

InvoiceCloud, Inc. is a leading provider of digital bill payment solutions, dedicated to enhancing the billing and payment experience for its users. The company specializes in enabling seamless interactions with applications designed to simplify payment processes across various industries, including utilities, insurance, and local government. InvoiceCloud's True SaaS platform offers intelligent communication tools, paperless enrollment options, and integration capabilities, facilitating increased digital payment adoption and customer satisfaction. Their innovative approach has been recognized with industry awards, and they continue to work with partners to deliver efficient, customer-centered payment solutions.

201 - 500 employees

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• Build “trusted” relationships with mid-market clients and delight them at every turn. • Understand the key client health indicators and take necessary steps to minimize any potential churn. • Develop a deep understanding of the InvoiceCloud solutions to have discussions with clients regarding current products and services. • Create an efficient outreach cadence to communicate with a larger portfolio of clients. • Understand the market well enough so you can share best practices with your clients. • Work with clients to implement programs that drive higher payment adoption. • Be well versed on all InvoiceCloud products to up-sell services and generate customer success qualified leads that result in new revenue. • Have a high-level understanding of how the technology for assigned billers works. This allows the CSA to understand issues, describe them and formulate a potential resolution with the supporting InvoiceCloud departments. • Develop trusted relationships with their portfolio that leads to customer references.

🎯 Requirements

• Strong relationship management experience with proven track record of driving retention and growth, while delighting the client both in person and over phone/zoom. • Experience with electronic billing products and services, such as payment processing, merchant services or electronic payments a huge plus. • Customer driven, results oriented, efficient, and willing to go the extra mile. • Outstanding verbal, written, presentation and interpersonal skills are required. • Self-starter with a demonstrated ability to achieve results. • Excellent time management, organizational and planning skills. • Experience using standard MS Office tools and Salesforce.

🏖️ Benefits

• Base salary is one component of total compensation. • Employees may also be eligible for an annual bonus or commission. • Some roles may also be eligible for overtime pay.