Customer Success Manager
Confirmed live in the last 24 hours
Experience Level
Desired Skills
  • 3 years minimum experience in a proactive customer-facing role such as Account Management / Customer Success with a proven track record of meeting and exceeding quotas and supporting mid-market or enterprise customers
  • Skilled at presenting new points of view to customers that reframe and challenge the way they view their business
  • Aptitude for gathering and using data to inform and persuade others to make business decisions
  • History of deep product knowledge on products supported
  • Highly organized with excellent written and verbal communication skills
  • Curious nature with a desire to learn new skills and master new tools
  • Self-motivated and able to perform well under pressure and against bold goals and deadlines
  • Strong collaboration skills and experience working with other departments to recommend and implement the best path forward for a customer
  • Encourage deeper utilization of Wholesail's features to increase how many customers pay our vendor partners online through Wholesail
  • Ensure customer satisfaction and consistently strive to uplevel their experience using Wholesail
  • Present customized training sessions for users of Wholesail's products, primarily online and occasionally in person
  • Develop and execute strategic plans for account growth in key company metrics
  • Consistently over-achieve quarterly revenue targets and product adoption by customers
  • Listen to the needs of the market and share feedback with the sales and product development teams
  • Understand and adapt to ongoing product and technology developments
  • Analyze internal reports and customer feedback to look for opportunities to drive further adoption of features and payment volume
  • Point person for customer facing onboardings
  • Work closely with sales, product, and support to rollout new feature adoption
Desired Qualifications
  • Accounting or bookkeeping experience (or related degree)
  • Team member of an early stage startup
  • Experience with accounting software (e.g. QuickBooks, NetSuite, etc)
  • Experience with key tools for the job: Google Business Suite, Zoom, Salesforce
  • Experience in the hospitality industry
  • Four year college degree

11-50 employees

Wholesale payment & communication software
Company Overview
Wholesail's mission is to modernize how business-to-business trade is done through software that connects wholesalers and their buyers. The company has created a product that is an automated invoicing, payment and communication platform that integrates with the accounting systems of wholesale sellers to allow them to get paid faster and decrease losses.
Company Core Values
  • Agility
  • Flexibility
  • Transparency