Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

finally

finally

51-200 employees

AI-driven financial management for SMEs

AI & Machine Learning
Data & Analytics
Financial Services

Mid

Boca Raton, FL, USA

Required Skills
Sales
Communications
Salesforce
Marketing
Excel/Numbers/Sheets
Requirements
  • 1-2 years in a Customer Facing Role
  • Strong work ethic and exceptional organizational skills
  • Knowledge of billing systems and customer relationship management software, preferably Salesforce
  • Strong Microsoft Excel skills (including pivot tables and v-look ups)
  • Proven ability to provide direct, proactive, and prompt response to customer issues, resolutions, and process cancellations when appropriate
  • Strong verbal and written communication skills
  • Highly self-motivated and driven to achieve and exceed targets
  • Ability to adapt to different customer personalities and situations during outreach
  • Familiarity with CRM software (Salesforce)
  • Ability to work collaboratively within a team-oriented environment
  • Strong organizational and time management skills to efficiently handle multiple tasks and priorities
Responsibilities
  • Own a book of 300-500 accounts responsible for overall net retention
  • Promote the value of the product and service via the customer journey
  • Upsell services and products with the brand image
  • Assist in creating training courses and educational materials
  • Assist with customer escalations and provide resolutions
  • Collaborate with sales, marketing, and other departments to optimize customer experience
  • Stay up-to-date with industry trends, product knowledge, and sales techniques

Providing an AI-driven suite designed specifically for small and medium-sized businesses in finance and accounting, this company ensures streamlined and efficient operations across multiple critical functions such as bookkeeping, expense management, payroll, and more. The use of advanced AI technologies not only optimizes accuracy but also enhances the speed of financial transactions and reports, making it a leader in the digital financial solutions space. Working here offers a dynamic environment where technology meets practical financial management, ideal for those keen on shaping the future of business finance.

Company Stage

Series A

Total Funding

$109M

Headquarters

Miami, Florida

Founded

2019

Growth & Insights
Headcount

6 month growth

35%

1 year growth

46%

2 year growth

65%