Customer Success Manager
March 6, 2023
Description
• Help customers set up and adopt Finley software • Develop processes for customer management • Work with all teams at Finley • Drive customer retention and renewals • Craft project plans • Train and enable customers to use Finley's software • Own the ongoing management of Finley deployments • Become an expert on best practices in account management • Maintain accurate customer updates in Salesforce • Develop initial processes for gauging customer health • Proactively monitor customer usage to identify support opportunities.
Requirements
• 3+ years experience in a customer-facing role at a B2B SaaS company • Excellent communication and relationship-building skills • Strong sense of customer empathy and desire to help customers succeed • Interest in financial technology (academic or professional background in finance is welcome but not required)
Benefits
• Opportunity to work for a company that helps innovative startups unlock growth by maximizing their access to debt capital • Chance to be the first Customer Success Manager for the company • Work with all teams across the company, from Engineering to Sales to Capital Markets • Drive customer retention and renewals across a vibrant, tech-forward customer base • Assist in developing and implementing a customer management playbook • Become an expert on best practices in account management and financial software • Work with autonomy and create structures that will scale impact over time.
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