Customer Success Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Customer Success Manager (Fintech): Leading a portfolio of customers to ensure measurable outcomes and driving retention and expansion for an AI-powered reve architecture platform with an accent on billing and pricing architectures. Focus on configuring CPQ systems, optimizing quote-to-cash workflows, and aligning technical requirements with business goals.
Location: Remote (Must be based in the USA or Canada)
Salary: $140,000 – $160,000 per year
Company
is an AI-powered reve architecture platform that unifies CPQ, billing, and reve lifecycle management into a single system for companies like OpenAI and HootSuite.
What you will do
- Manage a portfolio of customers as the primary point of contact for adoption, renewals, and expansions.
- Conduct regular business reviews (QBRs/EBRs) to drive customer engagement and mitigate churn risks.
- Act as a subject matter expert on billing and pricing capabilities, educating customers on platform configuration.
- Collaborate with customers' Finance, Billing, and RevOps teams to ensure correct reve recognition and invoicing.
- Partner cross-functionally with Product, Sales, and Engineering to ensure customer needs are prioritized.
- Identify expansion opportunities by uncovering unmet billing needs and proposing new pricing models.
Requirements
- 2+ years of experience in Customer Success, Account Management, or RevOps leadership within B2B SaaS.
- 4+ years implementing Lead-to-Reve lifecycle SaaS solutions, including CPQ, Order Management, and Billing.
- Strong operational understanding of Salesforce CRM, specifically Sales Cloud and CPQ.
- Experience working with subscription-based and recurring reve models (ARR).
- Must be based in the USA or Canada.
Nice to have
- Experience leveraging AI and automation tools to drive efficiency and account health insights.
Culture & Benefits
- Competitive compensation and comprehensive health, vision, dental, and life insurance.
- Opportunity to work within the Silicon Valley tech ecosystem on cutting-edge SaaS challenges.
- High-energy, collaborative culture that values creativity, ownership, and ambition.
- Ability to influence the development of groundbreaking products in the finance and payments space.
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