Customer Success Manager

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Versapay

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2006

🤝 B2B

💳 Fintech

☁️ SaaS

💰 $4M Post-IPO Debt on 2019-11

B2B • Fintech • SaaS

Versapay is a company offering a collaborative accounts receivable (AR) network designed for industry-leading AR automation and B2B payment solutions. The platform provides tools to automate AR tasks, manage cash applications, and facilitate B2B payments across channels, integrating with ERP systems like Microsoft Dynamics, NetSuite, and Sage Intacct. Versapay's solutions help teams collaborate effectively over the cloud, reducing manual processing and improving cash flow. The company focuses on simplifying the invoice-to-cash process using artificial intelligence, enhancing customer experience with easy-to-use portals, and offering comprehensive digital payment methods. Versapay also supports large-scale B2B transactions worldwide, promoting efficiency and environmental benefits through digital invoicing.

📋 Description

• Own the success of our Commercial Real Estate customers, developing scalable playbooks and touchpoints to drive engagement and retention • Serve as a trusted advisor to customers, helping them achieve their goals and maximize ROI • Monitor customer health scores and usage data to proactively identify at-risk accounts and opportunities for growth • Design and execute scalable programs (webinars, email campaigns, in-app guidance) that deliver value at scale • Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer • Track and manage renewals, escalations, and at-risk accounts in coordination with internal stakeholders • Maintain accurate account records and activity logs within SFDC and HubSpot

🎯 Requirements

• 2–5 years of experience in Customer Success, Account Management, or Program/Project Management • Experience owning the full renewal process • Proven ability to manage a large book of business with a data-driven, scaled approach • Strong communication and organizational skills with the ability to prioritize across competing demands • Experience building and executing customer programs or playbooks that drive measurable outcomes • Comfort working in a fast-paced, high-growth environment • Experience with MRI software is a plus • Experience in Commercial Real Estate is a plus • Candidates with 5+ years in Accounts Receivable would also be considered