Full-Time

Customer Success Manager

Updated on 11/20/2024

Coast

Coast

51-200 employees

Provides smart fleet cards for fuel management

Fintech
Financial Services

Compensation Overview

$110k - $130kAnnually

+ Signing Bonus + Equity Grant

Mid

New York, NY, USA

Must come into the SoHo office in NYC 3-4 days per week.

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • >4 years of experience in Customer Success, Account Management, or related customer-facing position within a rapidly growing B2B SaaS company
  • Must be able to come into an office (SoHo, NYC) 3-4 days per week
  • Passionate about customer success and experience
  • Solve problems with curiosity, creativity, and a thoughtful mindset
  • Skill working across complex relationships and with multiple business units, both externally + internally
  • Manage multiple projects while maintaining strict attention to detail
  • Bachelor’s degree preferred or similar work experience
Responsibilities
  • Manage all post-sales activity for customers through strong relationship-building, product knowledge, planning, and execution
  • Develop a trusted advisor relationship with customers (C-suite) to ensure goals are aligned from a business strategy perspective and success metrics are identified
  • Work closely with your Account Executive counterpart to develop a joint success plan to onboard customers quickly
  • Proactively monitor and assess customer health to drive satisfaction, adoption, retention, and reduce churn
  • Coach our customers on Coast products and demonstrate value through online presentations and proactive touchpoints to drive product adoption and account retention
  • Collaborate with Product and Engineering to share customer feedback on product features and track enhancement requests
  • Handle escalations and work across teams to resolve issues
  • Help improve upon our existing approaches to customer engagement and account management leveraging our CS platform

CoastPay provides smart fleet cards designed for businesses with fleet operations, such as delivery and transportation companies. These cards help businesses manage and monitor their fuel spending by allowing them to set spending limits and restrict expenses to fuel only. This control reduces overspending and prevents fuel theft. CoastPay's cards are interchangeable and can be quickly activated or deactivated, enhancing security and convenience for businesses. The company generates revenue through service fees but also offers rebates and cashback, which can lead to significant savings for its clients. CoastPay differentiates itself by providing personalized, US-based support, making it easier for businesses to implement and manage their fleet card systems. The goal of CoastPay is to improve business efficiency and reduce costs associated with fleet management.

Company Stage

Series B

Total Funding

$95.8M

Headquarters

New York City, New York

Founded

2020

Growth & Insights
Headcount

6 month growth

15%

1 year growth

42%

2 year growth

124%
Simplify Jobs

Simplify's Take

What believers are saying

  • CoastPay's rapid growth, evidenced by a 10x increase in annualized revenue and payment volume, indicates strong market demand and successful product adoption.
  • The recent $40 million Series B funding round, led by ICONIQ Growth, provides significant capital for further innovation and market expansion.
  • Partnerships with industry leaders like Visa highlight CoastPay's credibility and potential for continued growth in the fleet management sector.

What critics are saying

  • The competitive landscape in fleet management and financial technology is intense, with established players potentially challenging CoastPay's market share.
  • Rapid scaling and integration of new features may lead to operational challenges and potential service disruptions.

What makes Coast unique

  • CoastPay's smart fleet cards offer customizable spending limits and fuel-only restrictions, providing a level of control and security that traditional fleet cards lack.
  • The company's focus on real-time transaction data and reporting, coupled with integrations with fleet management and telematics software, sets it apart from competitors.
  • Personalized, US-based support ensures that clients receive tailored assistance, enhancing customer satisfaction and loyalty.

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Benefits

Medical, dental, & vision coverage

Meaningful stock options

Flexible vacation policy

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