Full-Time

Customer Success Manager I

Implementations

Posted on 8/21/2024

Branch

Branch

201-500 employees

Provides flexible, instant payment solutions

Fintech
Financial Services

Compensation Overview

$65k - $73kAnnually

+ Commission + Bonus + Equity

Mid

Remote in USA

Category
Customer Experience
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. Additionally, Branch includes services like cashless tips payouts and a paycard alternative, making it easier for employees to access their pay. The company aims to empower workers with financial control while helping businesses attract and retain talent.

Company Stage

Series C

Total Funding

$148.5M

Headquarters

Minneapolis, Minnesota

Founded

2015

Growth & Insights
Headcount

6 month growth

0%

1 year growth

2%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with symplr taps into the healthcare staffing market with same-day payments.
  • Partnership with Fountain streamlines payment onboarding, enhancing operational efficiency for businesses.
  • Branch Direct enhances cash flow and talent retention with direct payments to existing bank accounts.

What critics are saying

  • CFPB lawsuit could damage Branch's reputation and lead to financial penalties.
  • Failure to deliver 'instant access' to pay could undermine customer trust.
  • Reliance on partnerships like symplr and Fountain poses risks if partners face difficulties.

What makes Branch unique

  • Branch offers instant, flexible payment solutions unlike traditional fixed-schedule payroll systems.
  • Branch provides cashless tips payouts, beneficial for the hospitality industry.
  • Branch's paycard alternative allows employees access to pay without a traditional bank account.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Remote Work Options

Company Equity

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Holidays

Paid Parental Leave

INACTIVE