Location: San Mateo, CA
Compensation: $85K-125K + equity
OpenEnvoy is building a world free from fraud. After Gartner named OpenEnvoy a leading vendor for AP automation and real-time auditing for three years running, we’ve been distinguishably recognized as a Gartner 2023 Cool Vendor. Our approach is to design simple, elegant software that automates the AP process so Finance teams can improve cash flow in real time, sending money directly to the bottom line. We are bringing joy back to finance professionals allowing them to shed repetitive tasks and focus on more strategic work to stay ahead of the curve. It’s time Finance had modern tech dedicated to their workflow. We’re just getting started! As a distributed team, we are committed to building an exceptional culture and product. We are backed by leading SV investors including Riot Ventures, RRE, Naval Ravikant, Hack Fund, and others.
We’re looking for a Customer Success Manager to join our team. You will be critical to our customers’ success as they build, expand, and deepen their relationship with OpenEnvoy. You will help our Product Development teams stay close to customer needs and market trends. We work with our customers daily, and it’s important to us that we incorporate their feedback as we build.
Responsibilities
- You will quarterback all post-sale activities including partnering with your counterparts within Customer Success to project manage our customers’ onboarding journey, field technical questions, and consult on product strategies to help customers get maximum value from OpenEnvoy.
- You will lead product training demos and host bi-weekly calls as well as quarterly business reviews with your customers. Some travel is required.
- You will act as a trusted advisor and drive customer adoption and retention across your portfolio. You will monitor your customer’s usage on a monthly cadence and partner with our Sales team on upsells, cross-sells, and renewals.
- Internally, you’ll be the voice of the customer and should be constantly learning and teaching customers about our products. You’ll develop a broad understanding of our customers’ cross-product needs and use this unique perspective to provide feedback to inform roadmap planning for our Product Development teams.
- You will be responsible for sharing monthly updates on each of your customers with the company and keeping customer information up to date in our CRM.
- You will work cross-functionally with teams like Implementations, Technical Support, & Product Development.
- You will help monitor day-to-day support activity for your customer portfolio and help with escalations as needed.
- Share product and customer knowledge across your book of business and within the Customer Success organization.
We strongly believe that investing in personal and professional growth puts us in a position to deliver long-term value to our customers. This role offers a unique opportunity for growth in a value-driven company, and it sits at the intersection of our customers, our people, and our products.
Requirements
- 3+ years experience in a customer-facing role at B2B SaaS companies, preferably supporting a technical product
- BA or BS required
- Strong written and verbal communication skills, organization skills, driven, and process-oriented
- Ability to present in front of an audience and lead customer product trainings as well as host in-person business reviews as well as the ability to work cross-functionally, particularly with technical personas and sales
- Proven track record of managing multiple projects and workstreams and experience in process documentation, training, and change management
- Finance, payments, or accounting knowledge is a plus
Week by week
During your first week, you will:
- Onboard with our team.
- Develop an understanding of our customers and user types.
- Begin your journey to become expert in our product.
- Build an understanding of our brand positioning, sales process, and customer stories.
During your first six weeks, you will:
- Shadow a step-by-step customer onboarding.
- Formally take over as point-of-contact in account relationships.
- Develop a regular cadence of engaging with each account.
- Partner with Sales and Support teams to ensure the success of customers.
During your first six months, you will:
- Represent the voice of your customers in product asks.
- Plan and execute your first quarterly account reviews.
- Advise clients on how to implement OpenEnvoy and payment operations best practices.
- Engage in a high-volume of technical asks with many types of users (technical, finance personas, C-suite).
- Brainstorm and bring to life new experiments, concepts, and ideas.
Apply now:
Open Envoy is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver’s license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.
Open Envoy participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.