Customer Success Manager

About Versapay

Versapay revolutionizes accounts receivable (AR) by transforming it into a strategic advantage. Traditional AR inefficiencies hamper cash flow and growth. Versapay eliminates these obstacles by unlocking working capital and speeding up financial momentum, providing finance leaders with the transparency and control needed to push their businesses forward.

Versapay's platform automates AR processes by connecting finance teams, customers, and business systems into a cohesive ecosystem to ensure a clear understanding of cash flow. Serving over 10,000 customers with more than 5 million companies transacting, Versapay processes upwards of 110 million transactions and $257 billion annually.

Role Overview

We seek an enthusiastic Customer Success Manager focused on relationship building to manage a substantial portfolio of clients, aiding them in deriving maximum benefit from the platform via proactive engagement, scalable initiatives, and insights driven by data. This role significantly influences customer retention, product utilization, and satisfaction for a varied customer base.

Reporting to the Senior Manager of Customer Success, this position involves cultivating long-term customer relationships, gaining an in-depth understanding of their businesses, and identifying inventive methods for Versapay products to support their goals.

Key Responsibilities

• Take ownership of success for Commercial Real Estate clients, creating scalable playbooks and regular interaction strategies to boost engagement and loyalty.
• Act as a reliable consultant to customers, aiding them in meeting their objectives and maximizing return on investment.
• Track customer health metrics and usage data to detect at-risk accounts and identify growth opportunities early.
• Develop and implement scalable initiatives such as webinars, email campaigns, and in-app guidance that deliver broad value.
• Work collaboratively with Sales, Product, and Support teams to represent the customer's perspective.
• Manage account renewals, escalations, and risk accounts through coordination with internal teams.
• Keep precise account details and activity logs up to date within Salesforce and HubSpot systems.

Qualifications

• Between 2 to 5 years of experience in Customer Success, Account Management, or Program/Project Management within the fintech sector.
• Demonstrated capability in managing the full renewal lifecycle.
• Experience handling large account portfolios using a data-informed and scalable methodology.
• Excellent communication and organizational aptitude with the capacity to juggle multiple priorities.
• Proven track record designing and executing customer engagement programs or playbooks that yield measurable impact.
• Ability to thrive in a dynamic, rapidly expanding business environment.
• Familiarity with MRI software is an added advantage.
• Experience in Commercial Real Estate is beneficial.
• Candidates with 5+ years experience in Accounts Receivable are also welcomed.

Diversity and Inclusion

We are committed to equal opportunity employment and embrace diversity. We prohibit discrimination on any basis including race, religion, gender, sexual orientation, age, marital status, veteran status, or disability.

AI In Hiring Process

We may utilize AI tools to assist in reviewing applications and analyzing resumes but final hiring decisions rest with human judgment. For queries about data processing, please contact us.

Compensation

The salary stated is the base pay; total on-target earnings can reach $100,000 to $110,000 USD annually.