Customer Success Manager, SMB

November 6

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Simetrik

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SaaS • Finance • Fintech

Simetrik is a company that provides a SaaS platform focused on simplifying, scaling, and automating financial control for businesses. Using No Code and AI technologies, Simetrik empowers financial teams to automate processes such as reconciliations and account management, thereby reducing financial risk and enhancing efficiency. With robust, scalable, and flexible systems supported by Big Data and AI, the platform allows for the centralization of information from various sources, providing real-time insights and data-driven decisions. Simetrik's solutions are particularly valuable for industries with high transaction volumes and the need for rapid innovation, such as banks, neobanks, retail, and e-commerce. Simetrik enables businesses to optimize financial management and focus on strategic growth with its integrated and secure technological approach.

201 - 500 employees

☁️ SaaS

💸 Finance

💳 Fintech

💰 $55M Series B on 2024-02

📋 Description

• The Customer Success Manager serves as the primary value realization owner throughout the customer lifecycle, ensuring Simetrik delivers measurable business impact aligned with the customer's critical success factors. • This strategic role goes beyond operational support to drive meaningful outcomes, enable renewals, and identify expansion opportunities by maintaining a deep understanding of the customer's evolving business challenges and objectives. • The CSM is accountable for ensuring customers receive exceptional value from their Simetrik investment by orchestrating internal resources, developing champions, and maintaining account relationships that transform customers into advocates. • Success in this role requires both technical acumen and business savvy to translate platform capabilities into quantifiable business results.

🎯 Requirements

• Bachelor’s degree in Business Administration, Marketing, Engineering, or a related field. • 4+ years of experience in Customer Success, Technical Account Management, or Solution Consulting roles within SaaS - SMB environments. • Comprehensive technical acumen, with proven ability to understand, explain, and apply complex platform capabilities (APIs, integrations, data models, automation workflows) to solve customer challenges. • Hands-on experience collaborating with technical and non-technical stakeholders, including IT, Product, and Operations teams, to ensure alignment between technical capabilities and business objectives. • Demonstrated experience driving value realization and ROI tracking through data insights, adoption metrics, and performance dashboards. • Proven experience in value-based customer engagement frameworks, with hands-on expertise in MEDDPICC (Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition) to drive measurable impact, renewals, and expansion, is desirable. • Experience leading technical and functional discussions and translating customer requirements into actionable product feedback or enhancement requests. • Familiarity with enterprise systems (e.g., ERPs, CRMs, data platforms, payment and reconciliation systems) and their integration within customer architectures. • Strong analytical and problem-solving skills with the ability to diagnose technical and business issues and propose scalable solutions. • Excellent communication skills — able to translate technical details into clear business value for executive and operational audiences. • Proven record of achieving renewal and expansion targets through consultative and value-driven engagement. • Proficiency with tools such as Salesforce, Gainsight, Looker, or similar Customer Success and data analytics platforms. • Fluent in English (written and spoken); additional languages such as Spanish is a plus.

🏖️ Benefits

• Well-funded and proven startup with large ambitions and competitive salaries. • Entrepreneurial culture where pushing limits, creating and collaborating is everyday business. • Open communication with management and company leadership. • Small, dynamic teams = massive impact. • 100% Remote Work (You choose where to work from). • 500USD a year for you to invest in learning. • 2 Family days