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Full-Time

Customer Success Manager

Posted on 10/7/2024

Banyan Infrastructure Corporation

Banyan Infrastructure Corporation

51-200 employees

Project finance software for sustainable infrastructure

Energy
Social Impact
Enterprise Software

Compensation Overview

$118k - $145kAnnually

Senior

San Francisco, CA, USA

Hybrid role requiring 4 days in-office and 1 day remote.

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • 5+ years of professional working experience with a minimum of 3 years prior experience in a Customer Success or similar role in a B2B SaaS software company
  • Strong relationship building skills; proven experience working with and influencing key decision makers (including executive level) and balancing the needs of internal and external stakeholders
  • Excellent project management and organizational skills with meticulous attention to detail to manage multiple projects with competing timelines and deadlines
  • Strong written, verbal, and presentation skills to guide conversations, influence stakeholders, drive progress, and facilitate trainings with broad audiences
  • Ability to connect with a wide variety of individuals in a diverse environment with global reach
  • Intellectual curiosity and self-awareness to identify knowledge gaps or development areas; ability to apply learnings and adapt to new situations
  • Ability to thrive in a startup environment - take initiative, prioritize, problem solve, and deliver consistently high quality work amidst ambiguity and with limited oversight
  • Knowledge of core enterprise software and how it connects people and processes at a functional level
  • Passion for, and commitment to, Banyan’s mission and values
  • US work authorization required.
Responsibilities
  • Own the relationship with your assigned customers from implementation throughout their lifetime with Banyan - focusing on time-to-value, adoption, and the end-to-end experience of our customers
  • Lead and facilitate customer meetings, including discovery sessions, to build a deep understanding of our customers’ current and evolving needs, as well as identify and address any roadblocks or potential risks to on-time delivery
  • Develop and maintain customized success plans that: outline critical success factors and metrics, mitigate potential issues, accelerate onboarding and adoption, and overall, provide the customer with a path to achieve their desired outcomes with Banyan
  • Ensure customers are made aware and take full advantage of all features and services, resulting in strong customer health and retention.
  • Serve as the voice of the customer: gather product feedback and requests, understand their use case and pain points, advocate cross-functionally for new features and initiatives that enable us to better serve customers, maximize value and retention
  • Create onboarding materials and conduct training and enablement sessions for customer champions, trainers, and end users to help them achieve their business outcomes and ensure a smooth customer experience from day one
  • Manage and triage incoming support requests through resolution; ensure customers are updated regularly on delivery of requests, fixes, or documentation
  • Run and maintain regular cadence calls and value-based business reviews with customers. Become deeply familiar with your customers’ businesses and help them understand the value Banyan delivers
Banyan Infrastructure Corporation

Banyan Infrastructure Corporation

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Banyan Infrastructure provides a project finance solution tailored for the sustainable infrastructure sector, focusing on projects like renewable energy, green buildings, and eco-friendly transportation. Its main product is an all-in-one software platform that streamlines the investment lifecycle, allowing clients to manage projects efficiently, assess risks, and improve financial planning. Unlike competitors, Banyan's platform is specifically designed for sustainable projects, catering to a niche market of investors, developers, and financial institutions. The company's goal is to enhance the efficiency and success of sustainable investments through its subscription-based software service.

Company Stage

Series B

Total Funding

$38.4M

Headquarters

San Francisco, California

Founded

2018

Growth & Insights
Headcount

6 month growth

-8%

1 year growth

1%

2 year growth

117%
Simplify Jobs

Simplify's Take

What believers are saying

  • Doubling revenue and securing $25 million in Series B funding indicates strong financial health and growth potential.
  • Collaborations with major financial institutions like NatWest enhance Banyan's credibility and market reach.
  • The addition of Amy Figueiredo as Head of Customer Success highlights Banyan's commitment to client satisfaction and service excellence.

What critics are saying

  • The niche focus on sustainable infrastructure may limit market size and growth opportunities compared to more diversified competitors.
  • Dependence on continuous funding rounds, as seen with the Series A and B, could pose financial risks if future funding is not secured.

What makes Banyan Infrastructure Corporation unique

  • Banyan Infrastructure's all-in-one software platform is specifically tailored for sustainable infrastructure projects, unlike general project finance solutions.
  • Their SaaS model ensures continuous updates and support, providing a competitive edge in maintaining cutting-edge technology.
  • Banyan's focus on risk management and financial modeling for green projects sets it apart in the niche market of sustainable investments.