Customer Success Manager

November 1

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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

• Develop and execute value realization plans that track critical metrics tied directly to the customer's business outcomes and original buying decision (MEDDPICC). • Conduct regular business reviews with stakeholders focusing on ROI achievement, value demonstration, and strategic alignment. • Ensure continuous alignment between Simetrik's capabilities and the customer's evolving business priorities. • Translate technical capabilities into business value narratives that resonate with different stakeholders. • Build and maintain strong relationships with key stakeholders across operational customer levels. • Drive effective governance cadence through structured communications, escalation paths, and decision-making frameworks. • Develop customer champions who advocate for Simetrik within their organization. • Partner with Account Executives, Project Managers, Education and Product teams on strategic account planning to strengthen customer value creation and confirmation. • Proactively identify expansion opportunities by continuously mapping customer challenges to Simetrik capabilities. • Collect customer diagnostics and track valuable metrics throughout the customer journey to build compelling business cases for solution expansion based on proven value delivery. • Collaborate with Account Executives to execute land-and-expand strategies. • Create success stories and reference opportunities that showcase measurable customer outcomes. • Maintain high visibility into value realization, adoption metrics, and health indicators. Identify and mitigate at-risk accounts through early intervention programs and champion development and engagement. • Ensure seamless renewal processes by providing clear ROI documentation and future value roadmaps. • Partner with internal teams to address concerns and remove barriers to customer success. • Drive adoption through alliances with the product and education teams to enable adoption programs, share best practices, and optimize use cases. • Monitor usage patterns, engagement metrics, and user satisfaction to identify optimization and improvement opportunities. • Collaborate with the implementation team to ensure smooth transitions from go-live stages to ongoing success. • Facilitate knowledge transfer and capability building within the customer's organization.

🎯 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 or enterprise software 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. • 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