Customer Success Manager – Scale

2 days ago

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Procurify

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SaaS • Finance • B2B

Procurify is a company that offers a comprehensive procure-to-pay platform designed to help organizations control spending and automate purchasing and accounts payable processes. The platform enables businesses to streamline procurement workflows, manage expense approvals, and enhance vendor management and contract management processes. By providing real-time analytics and budget management tools, Procurify helps enterprises minimize spend, maximize efficiency, and achieve significant cost savings. The solution also facilitates the adoption of remote procurement practices via its mobile app and integrates with various accounting systems such as QuickBooks, Netsuite, and Microsoft Dynamics 365, among others.

51 - 200 employees

☁️ SaaS

💸 Finance

🤝 B2B

💰 Series B on 2019-06

📋 Description

• A large number of SMB customers (anywhere from 125-200 customers) are focused on retention and growth • Managing multiple customer relationships at scale using a digital-first strategy • Designs, executes, and optimizes automated playbooks and digital engagement journeys to drive adoption, retention, and expansion. • Leverages customer health dashboards and product analytics to proactively identify adoption gaps, low-usage trends, and potential churn risks; deploys automated health checks and targeted nudges to guide customers toward desired outcomes. • Advocate for clients internally, collaborate with cross-functional teams to address customer needs and resolve issues. • Challenge the status quo and leverage automation and technology to seek out operational efficiencies • Work closely with other sub teams with CX to share feedback, areas of improvement and recognition • Work with CX team closely to understand the customer journey and how we can continuously show value to our customers • Team player for fellow team members; strategize, brainstorm and think outside of the box to promote best practices and areas of improvement • Live the Procurify values!

🎯 Requirements

• 3+ years of Customer Success experience in a SaaS environment • Experience working with a large book of customers (125+) • Strong analytical skills; able to interpret dashboards, usage signals, and customer health trends • Comfortable with CS tools (e.g., Vitally, Salesforce, in-app messaging, automation platforms) • Excellent triage skills—knows when to apply 1:1 support vs. scalable, digital-led engagement • Self-starter attitude and naturally thinks outside the box • Excellent written and verbal communication skills, both internally and externally • Successful experience speaking and presenting to customers and stakeholders • Customer-centric mindset; challenges the status quo and finds a better way • Proven track record of growing and developing customers, with a keen ability to understand a client’s needs and suggest solutions to retain and enhance growth opportunities • Understands our buyer personas and the needs / “pains” of our target market • Excellent attention to detail • Keeps up to date on trends and news from the industry, our competitors, and our target market • Comfortable working independently as well as part of a team in a fast-paced environment

🏖️ Benefits

• Flexible working: We’re a remote-first organization with flexible working hours. Work anywhere from within Canada or the US! • Unlimited responsible time off: Work hard, play harder. All team members can take advantage of our unlimited responsible time off policy. • Extended health benefits: We prioritize our team’s health and well-being. We offer a competitive health, vision, and dental package along with an Employee Assistance Program (EAP), and a health and wellness spending account. • Community initiatives: We have a strong commitment to giving back to our communities, including regular volunteer days, our Donate Your Day program, and education lunch and learns. • Stock options: Everyone has a chance to own a part of Procurify with our competitive stock program.