Finance as a Service • On-Demand Finance • Receivable Factoring • Financial Wellness • FinTech
501 - 1000
💰 $260M Debt Financing on 2023-01
Yesterday
Finance as a Service • On-Demand Finance • Receivable Factoring • Financial Wellness • FinTech
501 - 1000
💰 $260M Debt Financing on 2023-01
• The Client Success Manager’s responsibilities include developing strong relationships with clients, connecting with key business executives and driving adoption of our product. • Client Success Managers present a client first mentality and advocate for our clients to ensure client growth and retention. • This role will also identify new business opportunities among existing clients.
• Proven work experience of 5+ years as a CSM or Sales • Demonstrable ability to communicate, present and influence client C-Level stakeholders • Solid experience with Account Management reporting systems, CRM software (e.g. Salesforce or HubSpot), Google Suite, and MS Office (particularly MS Excel) • Understanding of sales performance metrics or KPIs • Experience delivering client-focused solutions to client needs • Availability to travel as needed • Occasional need to work outside of normal business hours as required to support customers
• Exceptional health, vision, and dental care • Opportunity for equity ownership • Life and AD&D, short- and long-term disability • Employee Assistance Program • Employee Resource Groups • Fun company outings and events • Unlimited PTO • 401K with company match
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