Customer Success Manager

Job not on LinkedIn

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

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PEX

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2006

💼 Consulting

📦 Logistics

🏭 Manufacturing

💰 $5M Venture Round - PEX Card on 2024-06

Consulting • Logistics • Manufacturing

PEX is a fintech SaaS company that provides an all-in-one corporate spend management platform for businesses. It issues physical and virtual Visa prepaid and commercial cards, automates expense workflows (receipt capture and AI matching, approvals, reconciling), enforces spend controls and custom policies, and integrates with accounting and ERP systems. PEX serves small to enterprise customers across industries, offering real-time spend visibility, reporting, and cash-back rewards to streamline finance operations.

📋 Description

• Own the customer relationship from onboarding through renewal and beyond for a portfolio of diverse accounts • Drive adoption of the PEX platform • Create measurable value for customers • Expand customer engagement • Protect and grow revenue • Serve as the primary relationship owner for customers across industries and company sizes • Manage onboarding, training, implementation, adoption, success planning, and renewals • Conduct Executive Business Reviews to highlight delivered value, align initiatives, and identify expansion opportunities • Monitor and drive utilization, feature adoption, NPS, engagement, and Net Spend Retention metrics • Deliver targeted training and best-practice guidance • Develop deep expertise in the PEX platform, features, integrations, and workflows • Troubleshoot elevated issues, configure features, and guide customers through complex workflows • Align PEX capabilities with customers’ operational goals • Advocate for customers by sharing feedback with Product, Engineering, and internal teams • Identify and mitigate churn risks and create expansion opportunities • Collaborate with Sales, Marketing, Product, and Support • Manage activities, communication, and reporting using Salesforce, Monday.com, Gong, and Google Suite • Improve processes and scale the Customer Success function • Leverage AI tools such as Claude, ChatGPT, and Devin for account research, customer communications, usage insights, and internal workflows

🎯 Requirements

• Bachelor's degree • 3+ years in Customer Success, Account Management, or a related client-facing role • Proven track record managing a portfolio of accounts and achieving retention and expansion goals • Expertise in consultative selling, problem-solving, and conflict resolution • Strong communication, presentation, and project management skills • Ability to work cross-functionally in a fast-paced, collaborative environment • Self-motivated, adaptable, and open to feedback • Preferred: experience in fintech, payments, prepaid cards, credit cards, expense management, or disbursement platforms • Preferred: familiarity with Google Suite, Microsoft Office, Monday.com, Salesforce, Claude, ChatGPT, and Gong

🏖️ Benefits

• Be part of a team that’s reshaping spend management for the modern workforce • Work with passionate, driven people in a culture built on innovation, collaboration, and respect • Grow your career with opportunities to shape the future of Customer Success at PEX • Competitive salary, benefits, and perks