Our client is a venture-backed fintech with a mission to kill predatory financial products like payday loans. Their first product gives employees instant access to their wages, which solves a major problem for real people (115 million American workers are living paycheck-to-paycheck). They are the fastest-growing startup in the category and were incubated with QED Capital, a top fintech venture fund.

Their Instant Pay app provides early wage access for employees at mid- to large-sized organizations to improve financial wellness and increase employee productivity.

With 63% of Americans living paycheck to paycheck, financial wellness tools are an important part of any employee benefits package. Our client works by giving advances on upcoming paychecks; it is not a loan and there is no interest. Employees pay a small fee for this service, which is healthier than payday loans. 

Our client’s mission is to regrow financial freedom by giving people full control over their income and to put an end to predatory financial products, replacing them with on-demand pay.

ABOUT THE ROLE:

As a Customer Success Manager (CSM) you will work with our customers to ensure they significantly improve their business using our software. You are a dynamic, thoughtful professional who builds strong relationships with ease and is looking for a career-defining new challenge.

SPECIFIC RESPONSIBILITIES

● Help our client’s customers ramp into its quickly and get crazy amounts of value from their product.

● Train executives and managers on best practices for using the client’s Technologies to align sales and marketing and best manage their sales teams.

● Work with internal teams, including sales, product, marketing, and support, to ensure that customer expectations are met and exceeded.

● Become a sales/marketing domain expert and help our client define new best practices to solve their customer needs.

● Own the entire relationship between the client and its customers.

● Drive adoption of the client’s Technologies across sales organizations while maintaining a strong customer renewal rate and NPS. 

● Drive their customers to think about problems in a new way and challenge the status quo

● Design and implement data storage solutions

WORK EXPERIENCE / SKILLS REQUIREMENTS:

● 5+ years of client management experience at a software company (preferably SaaS), agency or management consultancy (e.g. Deloitte, Accenture, KPMG).

● Significant experience working with Enterprise customers and navigating vast organizations with multiple stakeholders in multiple departments.

● Strong technical aptitude, communication skills, a curious mindset, and attention to detail. 

● Excellent interpersonal skills. Ability to build relationships and become a trusted advisor

● Experience in Sales or Marketing operations is preferred

● Experience with Sales and Marketing tech stack is preferred

● Comfortable working in a high velocity and sometimes ambiguous environment (yes, the client a startup!).

● Bachelor's degree