Versapay

Automates B2B accounts receivable processes

Customer Success Manager 2

Customer SuccessPosted on Nov 9

Full-timeRemote in USA$75k - $95k /yrRemote

About the Job

Requirements

At least 5 years of experience in a customer success role in a SaaS-based company.
Experience in customer sales in a SaaS-based company.
Experience with B2B merchant services.
A background in fintech software solutions, preferably accounts receivable.
A bachelor's degree in Business, Marketing, Communications, Economics, or a related field.
Demonstrate customer focus by understanding customer needs and their business impact, and prioritizing decisions accordingly.
Adapt effectively to ambiguous and complex problems and changing circumstances.
Work proactively and independently, prioritize assignments, and complete them accurately and promptly.
Demonstrate empathy and sensitivity toward customers and collaborators.
Communicate verbally and in writing professionally, including under pressure.
Analyze complex problems, explain technical details, and use objective measures to assess customer success and improvement opportunities.

Responsibilities

Manage long-term relationships across a book of business as a trusted advisor to customers.
Build customer relationships, understand their businesses, and identify how Versapay products can support their objectives.
Use expertise in ERP systems to anticipate and resolve problems that help customers grow.
Transition customers from onboarding to long-term product adoption and success, and grow installed-base revenue.
Facilitate customer training and enablement sessions, regular cadence calls, and Executive Business Reviews.
Build and maintain strategic account plans with customers, including retention and growth strategies.
Create shared key performance indicators with customers and review, map, and measure them.
Coordinate with sales, professional services, and product teams on projects to align customer requests with business strategy.
Represent customers in driving product development for new integrations and features.
Track customer issues and requests with the Customer Care team and keep customers regularly updated.
Serve as an escalation point for high-severity requests and coordinate resolution across teams.
Coordinate scalable improvements to the customer journey across the organization.
Identify issues affecting multiple clients and forecast their implications for future attrition.

Desired Qualifications

Experience in fintech software solutions, preferably accounts receivable.

Salary Range: 75000 to 95000 (Currency: USD) (Pay period: per-year-salary)

About Versapay 🚀

Versapay is the platform that rewires AR by removing barriers from collecting and reconciling B2B payments, providing end-to-end cash flow clarity and ensuring businesses can manage working capital on their terms.

By closing the loop for finance teams and their business systems, customers, and payment activity into a single intelligent ecosystem, Versapay transforms money matters into a data-driven advantage. With 10,000 customers and 5M+ companies transacting, Versapay facilitates 110M+ transactions and processes $300B+ in payments volume annually.

Think you might be the next Veep to join? Read on!!

How you’ll have a massive impact here – and on your career:

As a Customer Success Manager for our Software Solutions team at Versapay, you will manage long-term relationships across a book of business by becoming our customers' trusted Versapay advisor. In this role, you will build strong relationships with our customers, develop a deep understanding of their business, and explore ways that Versapay products can support their objectives.

You’ll also leverage the growing expertise of the entire ERP system to anticipate and resolve problems that allow a customer to grow with us. To accomplish this, you’ll need 5+ years of experience in a customer success role and customer sales role in a SaaS based company as well as B2B merchant services experience.

What you'll do:

Own the customer lifecycle: Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number. Facilitate training and enablement sessions, regular cadence calls and Executive Business Reviews (EBR's) with customers.

Drive growth and retention: Build and maintain Strategic Account Plans in collaboration with your customers, including retention and growth strategies. Create shared KPI's that are reviewed, mapped, and measured.

Advocate for the customer: Interact with sales, professional services, and product team members on projects to connect client wishes to the larger business strategy. Effectively represent your customers in driving product development for new integrations and features.

Resolve customer problems: Maintain visibility into customer issues and requests in partnership with our Customer Care team, ensuring customers are updated regularly. Act as a point of escalation for high-severity requests and work cross-functionally to drive resolution.

Propose improvements: Coordinate with other teams across our organization to propose scalable improvements to our customer journey. Identify problems that affect multiple clients and forecast what those trends mean for future attrition.

What you'll bring to the team:

5+ years’ experience in a SaaS based Customer Success role.

Background in Fintech software solutions, preferably accounts receivable

Bachelor's Degree in Business, Marketing, Communications, Economics, or related field.

Customer Obsession: Resolute focus on the needs of the customer above all. Views problems through the customer’s lens first, basing decisions and prioritization around their needs. Asks curious questions to understand the 'why' behind customer needs and the impact on their business.

Agility: Highly adaptive in the face of ambiguous and complex problems, taking a flexible and resourceful approach to new challenges. Able to seamlessly alternate between various tasks and roll with the punches when things change.

Follow-through: High motivation, bias to action and strong prioritization. Can work proactively and independently to bring all assigned work to completion with speed and accuracy.

Empathy: Able to relate to others with a different view or experience. Quickly keys into the needs of customers or collaborators, demonstrating sensitivity in responding to challenges.

Collaboration: Assertive with humility, demonstrating an ability to lead change in a positive way. Maintains high standards for verbal and written communication and is always professional under pressure.

Analytical thinking: Leverages experience and expertise to quickly identify and comprehend complex problems. Adept at understanding how technical things work and walking someone else through the details. Data-driven mindset, utilizing objective measures to assess success and improvement opportunities for customers.

#LI-Remote

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About the Company

Versapay

Automates B2B accounts receivable processes

VersaPay automates accounts receivable for businesses with its ARC platform. The system streamlines invoicing, payments, and customer communications through a customizable online self-service portal. It differentiates itself with a highly configurable, customer-centric AR workflow designed for a wide range of B2B clients, funded by subscriptions and potentially transaction fees. The goal is to help businesses automate AR, improve cash flow, and boost customer satisfaction and retention with a secure, easy-to-use platform.

Company size: 201-500
Company stage: IPO
Headquarters: Toronto, Canada
Founded: 2006

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