Changing The Way Your Money Moves
Finance as a Service • On-Demand Finance • Receivable Factoring • Financial Wellness • FinTech
501 - 1000
💰 $260M Debt Financing on 2023-01
March 20
🇺🇸 United States – Remote
💵 $72k - $94k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success + Account Manager
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Changing The Way Your Money Moves
Finance as a Service • On-Demand Finance • Receivable Factoring • Financial Wellness • FinTech
501 - 1000
💰 $260M Debt Financing on 2023-01
• Lead point of contact for all client account management matters • Suggest solutions and innovative ideas to meet client needs • Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors • Be the leader and orchestrator during customer escalation situations ensuring responsiveness and speedy resolution • Build effective business strategy for client’s post launch to enable the long-term retention and growth of the account • Collaborate with internal teams to advocate for client’s needs, drive adoption, and provide best in class support • Clearly communicate the progress of monthly, quarterly and annual initiatives to internal and external stakeholders
• Proven work experience of 5+ years as a CSM or Sales • Demonstrable ability to communicate, present and influence client C-Level stakeholders • Solid experience with Account Management reporting systems, CRM software (e.g. Salesforce or HubSpot), Google Suite, and MS Office (particularly MS Excel) • Understanding of sales performance metrics or KPIs • Experience delivering client-focused solutions to client needs • You have a client first mentality, always • Availability to travel as needed • HR/Payroll Experience
• Exceptional health, vision, and dental care • Opportunity for equity ownership • Life and AD&D, short- and long-term disability • Employee Assistance Program • Employee Resource Groups • Fun company outings and events • Unlimited PTO • 401K with company match
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