Finley Technologies, Inc. is hiring a
Customer Success Manager

Summary

The job is for a Customer Success Manager at Finley, a company that helps innovative companies manage their debt capital. The role involves working with various teams, crafting project plans, training customers, managing customer relationships, and ensuring customer retention and renewals.

Requirements

• 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

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

Preferred Qualifications

Interest in financial technology (academic or professional background in finance is welcome but not required)