Customer Success Manager

October 22

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Pulley

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Finance • SaaS • Fintech

Pulley is a comprehensive equity management platform designed for startups and companies at various stages of growth. It provides key services such as cap table management, fundraising modeling, 409A valuations, and equity advice. Pulley is trusted by thousands of companies for seamless fundraising and equity issuance across U. S. and international employees. The platform aids in the management of equity grants, automates compliance processes, and offers support for complex ownership structures including LLCs and private equity. Pulley also accommodates management of crypto and tokens distributions. The platform aims to create a culture of ownership and provides tools for HR, finance, and legal departments to streamline equity management tasks. Pulley is SOC 2 Type 2 certified, ensuring a high standard of data security and compliance.

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

• Lead customer relationships focused on driving value across Pulley’s product and services • Serve as a consultant by recommending best practices and strategies for deeper Pulley usage • Own customer retention, renewal performance, and risk mitigation • Partner cross-functionally with Product, Support, and Implementation to improve the customer journey • Gather and translate customer feedback to inform Pulley’s roadmap • Lead team initiatives or projects to improve CX operations and processes

🎯 Requirements

• 5+ years of experience in customer success or account management in SaaS • Experience owning renewals and driving adoption within a high-growth product • Exceptional written and verbal communication skills • Proven ability to build and manage relationships across multiple levels, from technical leads to the C-suite • Strong business acumen and ability to align product use to customer outcomes • Empathy, accountability, and composure under pressure • Experience in FinTech, equity, or financial software is a plus

🏖️ Benefits

• Competitive salary and meaningful equity • Medical, Dental, and Vision insurance • Unlimited PTO + winter holiday break • Generous stipends for WFH, learning, wellness, and AI tools • Parental leave • 401(k) match (US) / Pension match (Canada)