Full-Time

Enterprise Customer Success Manager

US

Posted on 11/21/2024

AppZen

AppZen

201-500 employees

Automates financial processes using AI

Fintech
AI & Machine Learning

Compensation Overview

$120k - $135kAnnually

Mid, Senior

Remote in USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis
Requirements
  • 3-5+ years of experience as a Customer Success Manager or Account Manager owning enterprise relationships for B2B software solutions.
  • Humble and friendly personality with an open and honest communication style.
  • Ability to analyze and investigate large data sets to understand user behavior and make tangible recommendations for improvement to drive ROI.
  • Exceptional presentation skills to engage Director/VP/C-level stakeholders.
  • Ability to understand our business applications quickly with little hands-on training.
  • Nice-to-have: previous experience with project management, fraud, compliance, and EU privacy laws.
  • Nice-to-have: previous experience using a Customer Success Platform such as Catalyst or Gainsight.
Responsibilities
  • Creating a smooth transition from sales for new customers, and aligning with the customer’s executive sponsor during implementation; overseeing key milestones during implementation in partnership with Implementation Success Manager (ISM).
  • Post go-live, conducting cadence calls to monitor and assess program health, along with project-managing the adoption of new/existing features & functionality.
  • Regularly analyzing and communicating business value to customer executives and their teams, typically in the form of Business Reviews.
  • Partnering with sales to identify opportunities to increase customer value–resulting in upsell/cross-sell/expansion.

AppZen automates financial processes for businesses using artificial intelligence. It offers three main services: an Accounts Payable solution that automates invoice entry and matches them with general ledger codes and purchase orders, a Travel and Expense tool that analyzes receipts to ensure compliance and speed up reimbursements, and a card monitoring service that tracks real-time card usage to detect fraud. AppZen operates on a software-as-a-service model, allowing easy integration with existing systems and promising a quick return on investment. Its focus on efficiency and compliance sets it apart from competitors in the financial technology market.

Company Stage

Series C

Total Funding

$98.2M

Headquarters

San Jose, California

Founded

2012

Growth & Insights
Headcount

6 month growth

10%

1 year growth

19%

2 year growth

28%
Simplify Jobs

Simplify's Take

What believers are saying

  • AppZen's strategic partnerships, such as with Amadeus, expand its market reach and enhance its service offerings.
  • The $50 million Series C funding round led by Coatue Management indicates strong investor confidence and provides ample resources for growth and innovation.
  • The introduction of the AppZen AppStore simplifies the automation of expense reviews and approvals, making it easier for finance teams to ensure compliance and efficiency.

What critics are saying

  • The competitive fintech landscape requires AppZen to continuously innovate to maintain its edge.
  • Dependence on AI technology means that any flaws or failures in the system could lead to significant financial discrepancies and loss of client trust.

What makes AppZen unique

  • AppZen leverages advanced AI to automate financial processes, offering a level of efficiency and fraud detection that traditional methods can't match.
  • Their SaaS model ensures quick integration and ROI, making it highly attractive for businesses looking to streamline financial operations without extensive IT overhead.
  • The recent launch of AppZen Inbox with generative AI further sets them apart by revolutionizing the AP inbox experience.

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