Mid Market Customer Success Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Remote within the United States; compensation zones include the San Francisco Bay Area, New York City, Seattle, Los Angeles County, California, Austin, Massachusetts, Utah, Dallas, Houston, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, and Pennsylvania.
Salary: $128,700–$154,400, $136,300–$163,500, or $151,400–$181,700 USD annually, depending on geographic zone.
Company
is a fintech company providing financial operations automation for small and midsize businesses across accounts payable, accounts receivable, spend, and expense management.
What you will do
- Manage a portfolio of complex mid-market accounts as a trusted advisor across AP/AR and Spend & Expense.
- Identify churn risks, build personalized success plans, and execute retention strategies with independent judgment.
- Lead multi-stakeholder Executive Business Reviews connected to product adoption and measurable business outcomes.
- Develop and execute customized cross-sell, subscription upsell, and transaction revenue growth plans.
- Provide product consultations, troubleshoot integrations, and improve customer efficiency through targeted adoption.
- Resolve complex customer issues independently while maintaining detailed notes, applying the P.L.A.N. framework, and meeting SLAs.
Requirements
- 5–8 years of experience in customer-facing SaaS roles managing complex mid-market accounts.
- Demonstrated success in both customer retention and expansion with minimal manager oversight.
- Experience managing relationships with multiple stakeholders and leading outcome-focused Executive Business Reviews.
- Strong product and integration knowledge, including the ability to connect platform capabilities to customer goals.
- Strong process discipline, organizational skills, and consistent SLA adherence.
- Proficiency with Salesforce and Gainsight.
Culture & Benefits
- Remote-first work environment with offices in San Jose, California, and Draper, Utah, plus opportunities for in-person collaboration.
- Medical, dental, and vision plans with employee coverage, including HMO, PPO, and HDHP options.
- HSA and FSA accounts, life insurance, short- and long-term disability coverage, and an Employee Assistance Program.
- 11+ observed holidays, wellness days, flexible time off, and wellness and fitness initiatives.
- Employee Stock Purchase Program, recognition programs, and referral programs.
- Eligibility for sales incentive and equity plans.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →