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Davidoff of Geneva USA Inc.
Oakland, CA, United States
Under general direction of the Team Success Manager, perform a wide variety of duties to develop and manage a geographic sales territory by calling on existing accounts and adding new accounts based on need within that local market. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Execute the sales plan and objectives set forth by the
Job Source: Davidoff of Geneva USA Inc.AppTweak
San Francisco, CA, United States
AppTweak is the trusted app store acquisition partner for mobile leaders worldwide; we provide innovative solutions that help apps and games optimize their app store presence and increase downloads. For 10+ years, companies including Uber, Adobe, and Zynga have trusted our unique metrics, actionable insights, and expertise to make informed decision
Job Source: AppTweakSiena AI
San Francisco, CA, United States
About Siena Siena is building enterprise empathic AI Agents powered by reasoning-adept LLMs. Siena is the first AI Agent of its kind, designed to integrate with existing systems and interact with customers across multiple channels from a single, unified platform. If you're excited about the intersection of human-to-machine communication and want t
Job Source: Siena AICleverTap
San Francisco, CA, United States
We'll share your profile. The job poster may use it for jobs with other companies. Learn more What is your expected annual salary? (In USD) ✱ What date can you start ✱ This role requires you to work from our San Francisco Office. Please confirm you can join the team in the office twice per week? ✱ Additional information At CleverTap we value incl
Job Source: CleverTapDavidoff of Geneva USA Inc.
San Rafael, CA, United States
Under general direction of the Team Success Manager, perform a wide variety of duties to develop and manage a geographic sales territory by calling on existing accounts and adding new accounts based on need within that local market. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Execute the sales plan and objectives set forth by the
Job Source: Davidoff of Geneva USA Inc.Great Question
Oakland, CA, United States
[Full Time] Customer Success Manager at Great Question (United States) | BEAMSTART Jobs Customer Success Manager Great Question United States Date Posted 26 Apr, 2023 Work Location Oakland, CA, United States Salary Offered $90000 — $108000 yearly Job Type Full Time Experience Required 3+ years Remote Work Yes Stock Options No Vacancies 1 avai
Job Source: Great QuestionNuvolum
San Francisco, CA, United States
Nuvolum combines innovative, data-driven strategy with advanced execution to help our clients grow their business and brand. We bring new ideas to our clients across the United States, Canada, and Australia, allowing them to exceed their goals and set themselves apart from their competitors in a profound and demonstratively superior way. Our full-
Job Source: NuvolumMixRank
San Francisco, CA, United States
[Full Time] Customer Success Manager at MixRank (United States) | BEAMSTART Jobs Customer Success Manager MixRank United States Date Posted 09 Dec, 2022 Work Location San Francisco, United States Salary Offered Not Specified Job Type Full Time Experience Required 3+ years Remote Work Yes Stock Options No Vacancies 1 available Why work at MixRank
Job Source: MixRankSan Francisco, CA, United States
Background
Finley helps innovative companies unlock growth by helping them maximize their access to debt capital.
In industries from finance to real estate, today's most innovative startups rely on debt capital to fuel their growth. But managing debt capital manually is so error-prone and labor-intensive that it might as well be rocket science. Debt capital borrowers need to track (and comply with) hundreds of pages of credit agreement rules and requirements in order to maintain access to their funding. One key borrower obligation is data and compliance reporting.
Our software automates debt capital management and reporting by connecting with source systems and generating asset reports in the formats capital providers expect to see, which saves borrowers time and money as well as ensuring that they can maximize their capital access.
The Role
We’re looking for a Customer Success Manager to help customers set up and adopt Finley, and to help develop processes for customer management as the company grows. You will work with all teams at Finley, from Engineering to Sales to Capital Markets, and you will help drive customer retention and renewals across a vibrant, tech-forward customer base that includes companies like Ramp, Parafin, and Arc.
On any given day, you’ll craft project plans, train and enable customers to use Finley’s software, and own the ongoing management of Finley deployments at innovative startups and large financial institutions. Over time, you’ll become an expert on best practices in account management, financial software, and Customer Success operations.
The ideal candidate brings experience managing client relationships and projects and a high degree of customer empathy. We’re looking for "0-to-1" individuals who are comfortable with autonomy early on and excited to build structures that will scale their own impact over time.
Your responsibilities Work with Finley’s Capital Markets team to ensure Finley customers are able to activate and onboard Finley’s software quickly and efficiently
Conduct customer trainings on Finley software and update customers on new Finley feature releases
Conduct regular check-ins with customers to make sure they are able to get business value from Finley
Assist in preparation of monthly customer reports by gathering data on bank account balances, financial statements, and vendor invoices
Maintain accurate customer updates in Salesforce and develop initial processes for gauging customer health
Ensure a best-in-class customer experience by working with teams across Finley to develop and implement a customer management playbook
Proactively monitor customer usage to identify support opportunities
Your experience 3+ years experience in a customer-facing role at a B2B SaaS company
Excellent communication and relationship-building skills
Passion for technology and an ability to pick up new skills quickly
Strong sense of customer empathy and desire to help customers succeed
Interest in financial technology (academic or professional background in finance is welcome but not required)
We're looking for Problem-solvers . You focus on delivering outcomes by identifying opportunities for automation and training customers to maximize product usage.
Collaborators . You like collaborating with teams across the company, including Sales, Product, and Capital Markets. You stay intellectually honest, challenge others without ego, and believe that the best solutions only emerge when everyone brings their perspective to the table.
Customer advocates. You enjoy making customers successful and can think creatively about ways Finley can build features to support debt capital management.
Team-builders. You look forward to helping recruit, train, and mentor a team of Customer Success professionals at Finley.
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Email Alert for Customer Success Manager jobs in San Francisco, CA, United States
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