Ag Credit Analyst – Customer Success

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Legacy Farmer

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

💼 Consulting

🌾 Agriculture

📚 Education

💰 $2M Seed Round - Legacy Farmer on 2023-11

Consulting • Agriculture • Education

Legacy Farmer is a membership and training platform that helps family farms achieve financial mastery, operational organization, and generational business growth. It offers immersive training curriculum, expert-led coaching, strategic playbooks, community support, and farmer-focused software/tools to track borrowing power, balance sheets, and cash flow, plus guidance on banking, bookkeeping, team structure, and long-term planning.

📋 Description

• Take new customers from sign-up to confident use within 30 days by loading financials, ensuring accurate numbers, and improving farmers' understanding of their operations • Conduct proactive, scheduled customer touchpoints prepared around customers' numbers, marketing plans, and debt structures • Ensure customers renew by demonstrating clear value • Identify at-risk accounts early using data and take proactive action • Establish documented onboarding, communication, and retention methods as the standard and playbook for the team • Use AI tools to prepare for calls, analyze financials, and serve a larger customer book without sacrificing personal care

🎯 Requirements

• Must be located in the United States • Remote with Central-time overlap • 3+ years as a credit analyst, portfolio manager, or relationship manager at an agricultural bank, Farm Credit association, or agricultural lender • Ability to spread farm financials • Ability to build cash flow projections • Ability to calculate cost of production and breakevens • Ability to explain financial concepts such as working capital in plain language • A 2–3 minute video introducing yourself and explaining working capital to a farmer is required for consideration • Experience or familiarity with AI tools for financial analysis and workflow automation preferred • Background serving diverse farm operation sizes and types preferred • Participation in E-Verify

🏖️ Benefits

• Bonus tied directly to onboarding completion and retention outcomes • Health Reimbursement Program • 401(k) participation • Flexible Time Off • Paid Company Holidays • Up to $500 annual home office and wellness reimbursement