Job Description
Headquarters: Remote, US
Customer Success Manager
Location: Remote (required to live in one of the following states: AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT,VT)
Qualifications:
- 3+ years of experience in Customer Success, Account Management, Sales, or any client facing role.
- 1+ years experience utilizing a CRM software system, Salesforce preferred.
- Experience in a scaled customer success environment, maximizing impact for a large range of clients through scalable motions executed at key moments in a customer’s journey.
- Proven ability to adopt new technologies and teach others effectively.
- Strong communication and sales acumen, with the ability to understand the true needs of the customer, helping them tap into the full value of Melio’s platform for their unique business.
- Takes an analytical, strategic approach to our customers’ success, constantly iterating to improve the whole customer experience.
- Excited to bring new processes and procedures to continue to develop the customer journey at Melio.
- Enjoys working cross-functionally with other teams across the organization on a diverse range of internal and customer-facing initiatives.
- Excellent time-management skills, as well as the ability to remain flexible as the company and role evolves.
- Passionate about speaking with and building relationships with small business owners, helping their businesses succeed with Melio.
- Has a track record of taking on additional responsibilities outside of their direct scope, showing a natural curiosity.
Bonus Points:
- Experience working with small businesses in an account management or customer success capacity.
- Prior experience working in a SaaS environment and/or in the financial technology space
A day in the life and how you’ll make an impact:
- Own all strategic actions associated with customer engagement and retention efforts.
- Build dynamic relationships with your customers through meaningful interactions and comprehensive...
Customer Success Manager
Location: Remote (required to live in one of the following states: AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT,VT)
Qualifications:
- 3+ years of experience in Customer Success, Account Management, Sales, or any client facing role.
- 1+ years experience utilizing a CRM software system, Salesforce preferred.
- Experience in a scaled customer success environment, maximizing impact for a large range of clients through scalable motions executed at key moments in a customer’s journey.
- Proven ability to adopt new technologies and teach others effectively.
- Strong communication and sales acumen, with the ability to understand the true needs of the customer, helping them tap into the full value of Melio’s platform for their unique business.
- Takes an analytical, strategic approach to our customers’ success, constantly iterating to improve the whole customer experience.
- Excited to bring new processes and procedures to continue to develop the customer journey at Melio.
- Enjoys working cross-functionally with other teams across the organization on a diverse range of internal and customer-facing initiatives.
- Excellent time-management skills, as well as the ability to remain flexible as the company and role evolves.
- Passionate about speaking with and building relationships with small business owners, helping their businesses succeed with Melio.
- Has a track record of taking on additional responsibilities outside of their direct scope, showing a natural curiosity.
Bonus Points:
- Experience working with small businesses in an account management or customer success capacity.
- Prior experience working in a SaaS environment and/or in the financial technology space
A day in the life and how you’ll make an impact:
- Own all strategic actions associated with customer engagement and retention efforts.
- Build dynamic relationships with your customers through meaningful interactions and comprehensive...
Work Hard Everywhere