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Full-Time

Customer Success Manager I

Implementations

Confirmed live in the last 24 hours

Branch

Branch

201-500 employees

Provides instant payment solutions for businesses

Consulting
Fintech
Financial Services

Compensation Overview

$65k - $73kAnnually

+ Commission + Bonus + Equity

Mid

Remote in USA

Category
Customer Success
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Management
Marketing
Requirements
  • 2-4 years of SaaS and/or FinTech experience in an implementation, onboarding, consulting, or project management capacity
  • Strong communication and interpersonal skills. Demonstrates the ability to explain concepts in a simple and effective manner
  • Experience executing implementation best practices and contributing to process improvements across a high volume of concurrent projects
  • The ability to troubleshoot, diagnose, and communicate technical issues in a systematic and accurate manner
  • The ability to anticipate and mitigate potential issues and risks that may occur during the onboarding process
Responsibilities
  • Own and manage the onboarding process for assigned accounts
  • Accountable to revenue attainment on new logo bookings through user and product adoption
  • Prioritize and manage a high volume of projects, collaborating with various internal teams to deliver a cohesive customer experience
  • Understand and consult on product and industry best practices, tailoring the onboarding experience to the unique needs of each customer
  • Partner with co-marketing on custom campaigns to drive adoption and product awareness within accounts
  • Maintain comprehensive internal and external documentation on all accounts, and contribute to the maintenance of onboarding playbooks and internal technical documentation
  • Partner with Sales and Account Management to ensure continuity and seamless transitions throughout the customer journey
  • Provide regular project updates to key stakeholders and executive management, escalating challenges and roadblocks when necessary

Branch offers flexible and instant payment solutions for businesses and their workers, allowing immediate access to earnings instead of traditional fixed payroll schedules. Its platform provides various payout options, including instant, daily, or on-demand payments, which are particularly beneficial for independent contractors. Branch stands out by providing these services at low or no cost, without requiring large cash deposits, making it accessible for businesses of all sizes. The company's goal is to empower workers with better financial control while helping businesses attract and retain talent.

Company Stage

Series C

Total Funding

$723.8M

Headquarters

Minneapolis, Minnesota

Founded

2015

Growth & Insights
Headcount

6 month growth

7%

1 year growth

31%

2 year growth

68%
Simplify Jobs

Simplify's Take

What believers are saying

  • Branch's partnerships with industry leaders like symplr and Fountain enhance its credibility and market reach.
  • The growing preference for instant payouts, with nearly 80% of workers opting for this method, aligns well with Branch's core offerings, indicating strong market demand.
  • Branch's continuous innovation, such as the launch of Branch Direct, positions it as a leader in the instant payment solutions market.

What critics are saying

  • The fintech market is highly competitive, with numerous players offering similar instant payment solutions, which could impact Branch's market share.
  • Reliance on partnerships for market penetration may pose risks if these partnerships fail or do not yield expected results.

What makes Branch unique

  • Branch's platform offers instant, daily, or on-demand payments, providing a level of flexibility that traditional payroll systems lack.
  • The company’s focus on no or low-cost services makes it an affordable option for businesses of all sizes, unlike many competitors.
  • Branch's integration with various industry-specific platforms, such as symplr for healthcare and Fountain for hiring automation, showcases its adaptability and specialized solutions.