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Full-Time

Scaled Customer Success Manager

Sf/NYC

Confirmed live in the last 24 hours

Persona

Persona

201-500 employees

Provides identity verification tools for businesses

Data & Analytics
Fintech
Social Impact
Cybersecurity
Financial Services
Legal

Compensation Overview

$95k - $125kAnnually

+ Equity Packages

Mid, Senior

San Francisco, CA, USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Product Design
Data Analysis
Requirements
  • A minimum of 3+ years of work experience at a B2B company with a complex technical SaaS product in Scaled Customer Success, Account Management, or other relevant customer-facing roles with ownership of an account portfolio
  • Proven track record of learning and understanding technical and complex products
  • Excellent multitasking capabilities, including prioritizing effectively across a wide variety of tasks and evaluating situational urgency
  • Outstanding verbal and written communication, including explaining complex concepts to both technical and non-technical stakeholders
  • Track record of structured, analytics-driven problem solving
  • Experience managing complex customer engagements at scale
  • An ability to take on open-ended problems in unstructured environments
  • Prioritization of customer experience and empathy, with a goal of portfolio retention and expansion
  • A growth mindset - you enjoy learning, are comfortable with ambiguity, can be flexible in your thinking, are ready to give and receive both constructive and positive feedback to be a great teammate!
  • Willingness to travel up to 10% of the time for customer engagements
Responsibilities
  • Be responsible for the ultimate success of our relationship with our scaled customers (small and medium accounts) throughout onboarding, implementation, launch, post-launch, adoption, expansion, and renewal
  • Create playbooks and other scalable resources, both internally and externally, to optimize the customer experience throughout the customer lifecycle
  • Master Persona’s platform products and future product offerings and enable scaled customers to best utilize those products
  • Manage a large book of customer relationships in a scalable, repeatable, low touch manner while serving as the customers’ main point of contact & trusted advisor
  • Manage customer health in your portfolio by identifying growth opportunities and mitigating account risks, all in a scalable manner
  • Engage with Persona’s Engineering, Product, Design, Sales, and Solutions Engineering teams to incorporate and prioritize customer feedback and enable customers on new beta features

Persona focuses on making online identity verification more user-friendly and secure. The company provides businesses with tools to confirm the identities of their users, which helps create a safer online environment. Their products include Web and iOS SDKs that allow companies to easily integrate verification processes into their platforms. These tools operate in two modes: production mode for live data and sandbox mode for testing with sample data. Persona differentiates itself from competitors by emphasizing reliability and uptime, which are critical for businesses that need real-time verification. The goal of Persona is to humanize the online verification process while ensuring that businesses can trust the identities of their users.

Company Stage

Series C

Total Funding

$217.6M

Headquarters

San Francisco, California

Founded

2018

Growth & Insights
Headcount

6 month growth

6%

1 year growth

15%

2 year growth

53%
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Simplify's Take

What believers are saying

  • Persona's innovative solutions like the Know Your Seller (KYS) tool help marketplaces comply with new regulations, potentially increasing demand for its services.
  • The launch of advanced tools like Graph for fraud detection and link analysis positions Persona as a leader in combating sophisticated online fraud.
  • Strategic partnerships and collaborations, such as with AtData and Sentilink, enhance Persona's service offerings and market reach.

What critics are saying

  • The identity verification market is highly competitive, with established players like Trulioo posing significant challenges.
  • Legal issues, such as the class action lawsuit involving DoorDash drivers, could harm Persona's reputation and client trust.

What makes Persona unique

  • Persona's focus on humanizing online identity verification sets it apart in a market often dominated by purely technical solutions.
  • The company's comprehensive suite of tools, including Web and iOS SDKs, allows seamless integration into client platforms, enhancing user experience and operational efficiency.
  • Persona's partnerships with companies like AtData and Sentilink bolster its capabilities in fraud prevention, making it a more robust solution compared to standalone identity verification services.