Experienced Customer Success Manager – Financial Automation Platform for SMBs

At careerzynith, we're revolutionizing the way small to medium-sized businesses manage their finances. Our cutting-edge financial automation platform integrates Credit & Banking, Billing & Invoicing, Bookkeeping, and Taxes, all harmonized through artificial intelligence to declutter financial operations and provide a seamless financial journey. With a strong focus on innovation and customer satisfaction, we're seeking a highly motivated and dynamic Customer Success Manager to join our team.

About careerzynith

careerzynith is one of America's fastest-growing and most exciting fintech companies, with a mission to empower businesses to focus on what truly matters – their growth. Our innovative product suite has gained significant traction, and we've recently raised $200 million dollars to bolster our growth, innovate, and continue to serve our customers. We're proud to serve as the official corporate card and spend management platform for iconic sports franchises like the Florida Panthers, Miami Heat, and Chicago Bulls.

Join our Team

As a Customer Success Manager at careerzynith, you'll be the main contact for our customers, responsible for renewals, upsells, escalations, and promoting value. This role requires excellent communication skills, a passion for building long-lasting customer relationships, and a strong work ethic. While previous CSM experience is not required, it's preferred.

Responsibilities

As a Customer Success Manager at careerzynith, you'll be responsible for:

• Owning a book of 300-500 accounts, where you'll be responsible for the overall net retention
• Promoting the value of our product and service via the customer journey
• Upselling services and products with our brand image
• Assisting in creating training courses and educational materials
• Assisting with customer escalations and working alongside the team to provide resolutions for our customers
• Collaborating closely with the sales team, marketing, and other departments to align strategies and optimize the customer's experience
• Staying up-to-date with industry trends, product knowledge, and sales techniques to improve performance and stay ahead of competitors

Requirements

To succeed as a Customer Success Manager at careerzynith, you'll need:

• 1-2 years in a customer-facing role
• A strong work ethic and exceptional organizational skills and willingness to learn
• Ability to work under pressure in a deadline-driven, team-oriented environment
• 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
• High self-motivation and drive 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

Nice to Have's

While not required, the following skills and qualifications are a plus:

• Understanding of basic accounting principles and functions in addition to how businesses manage cash flow, and a basic understanding in economics
• Background in Banking, Finance, and Accounting
• B.A, B.S or equivalent experience
• Spanish Speaking

Working Schedule

This is a full-time, in-office position with a 5-day workweek. Office hours are typically from 9:00 AM to 6:00 PM from Monday to Friday.

Benefits

As a valued member of our team, you'll enjoy:

• Health insurance
• Dental insurance
• Employee stock purchase plan
• Paid time off
• Paid training
• Vision insurance

Why Join careerzynith?

At careerzynith, we're passionate about empowering businesses to focus on what truly matters – their growth. We're committed to innovation, customer satisfaction, and creating a work environment that's collaborative, dynamic, and rewarding. If you're a motivated and dynamic professional looking to join a fast-growing fintech company, we encourage you to apply for this exciting opportunity.

Apply Now

Ready to join our team and make a difference in the lives of small to medium-sized businesses? Apply now to become a Customer Success Manager at careerzynith. Apply for this job