Customer Success Manager

🕒 June 3

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Velixo

WebsiteLinkedInAll Job Openings

11 - 50 employees

🔌 API

💸 Finance

⚡ Productivity

API • Finance • Productivity

Velixo is a company that provides a platform for real-time reporting, budgeting, and automation using Excel, specifically designed for ERP systems. Their solution enhances ERP functionalities by integrating deeply with Excel to deliver efficient, effective reporting and planning services. The platform offers features such as analyzing, budgeting, planning, and automating tasks all while maintaining governance and collaboration among users. Velixo integrates with various systems like Acumatica, Sage Intacct, and MYOB, among others. The platform is optimized for financial reporting, project forecasting, and operational analysis, making it a powerful tool for companies looking to improve their financial management processes.

📋 Description

• Own customer progression through defined lifecycle stages (Onboarding, Adoption, Renewal) • Drive activation and ensure customers achieve first value in a timely manner • Monitor customer health using usage data and lifecycle signals, proactively mitigating risk • Execute targeted interventions based on customer health (e.g., Red/Yellow/Green) • Support structured onboarding and guide customers through Velixo Academy and training resources • Ensure smooth handoff from Sales and/or Partners into onboarding • Collaborate with partners to support shared customers, adapting to different delivery models • Support renewal processes through proactive engagement and early risk identification • Identify opportunities for customer advocacy and communicate feedback to Product and internal teams • Serve as a trusted advisor, guiding customers through their post-sales journey and maximizing their Velixo investment • Collaborate with Sales and Reseller Partners to strengthen customer relationships and identify expansion opportunities.

🎯 Requirements

• 5+ years of experience in Customer Success, Account Management, or Support within a SaaS or ERP environment • Strong ability to communicate complex ideas clearly to both technical and non-technical audiences • Experience working with customer data (usage metrics, engagement signals) to drive decisions • Ability to manage multiple priorities across a portfolio of customers • Strong problem-solving and critical thinking skills • Comfortable working in a fast-paced, evolving environment where processes are being built and refined • Collaborative mindset with the ability to work cross-functionally with Sales, Support, Product, and Partners • Advanced proficiency in Microsoft Excel or similar tools for analysis; experience with ERP/accounting systems is highly valued

🏖️ Benefits

• Competitive salary • Comprehensive benefits package, including: Group health insurance • RRSP match (up to 6% of base salary) • Remote work environment • Career growth opportunities in a rapidly expanding company • A dynamic and supportive team that values innovation, collaboration, and customer success