Customer Success Manager
$44,000–$66,000 year
Remote
Job Summary
Work directly with a portfolio of strategic customers to define success metrics, drive platform adoption, and deliver measurable value. Build and maintain trust-based relationships with key stakeholders while monitoring customer health using AI-powered dashboards to identify risks and coordinate timely interventions. Evangelize Billtrust capabilities to identify growth opportunities and collaborate with account teams to position upsells. Serve as the primary escalation point for customer issues, partnering with Product, Support, and Services to resolve concerns and accommodate requests. Use AI tools to accelerate customer research, communication prep, and portfolio-level insights.
Required Qualifications
- 2+ years of experience in customer success, account management, or a related customer-facing role at a technology company
- Demonstrated ability to build and maintain relationships with senior and executive stakeholders
- Strong written and verbal communication skills with the ability to present analysis clearly and persuasively
- Understanding of key financial services and technology trends
- Ability to understand complex business scenarios and extrapolate actionable recommendations
- Comfort using AI tools to accelerate daily work and improve customer outcomes
- Proactive, collaborative attitude with the ability to influence and drive results in a virtual team environment
Desired Qualifications
- Experience in fintech, accounts receivable technology, or B2B SaaS environments
- Familiarity with CRM and customer success platforms such as Salesforce or Gainsight
- Demonstrated ability to build AI-assisted workflows into customer health monitoring and account planning
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