Customer Success Manager

About Versapay

Versapay revolutionizes accounts receivable (AR) by transforming it into a strategic asset. Traditional AR processes often hinder cash flow and growth, but Versapay eliminates these barriers, frees up working capital, and speeds up business progress. The platform empowers finance leaders with transparency and control to propel their organizations forward.

Versapay's automated AR system seamlessly connects finance teams, clients, and business infrastructure, facilitating easier collection and reconciliation of B2B payments. Supporting over 10,000 customers and more than 5 million companies, the platform processes upwards of 110 million transactions totaling $257 billion annually.

Role Overview

We seek an enthusiastic, relationship-focused Customer Success Manager to expand and maintain a diverse customer portfolio. Your role will focus on enhancing customer value through proactive engagements, scalable initiatives, and data-informed strategies. You will be pivotal in strengthening customer retention, product adoption, and satisfaction.

Reporting to the Senior Manager of Customer Success, you will nurture enduring client relationships, gain in-depth insights into customer businesses, and explore novel ways to support their goals with Versapay’s products.

Key Responsibilities

• Lead success efforts for Commercial Real Estate clients by establishing scalable engagement playbooks and contact strategies that improve retention.
• Act as a trusted consultant by aligning customer objectives with platform capabilities to maximize return on investment.
• Analyze customer health metrics and platform usage data to identify accounts at risk as well as growth opportunities.
• Develop and implement scalable initiatives such as webinars, email campaigns, and in-app guidance to deliver substantial value.
• Work collaboratively across Sales, Product, and Support teams to represent customer interests and feedback.
• Manage renewals, escalation processes, and monitoring of risk accounts in coordination with internal partners.
• Keep detailed records and logs of account activities in Salesforce (SFDC) and HubSpot.

Required Qualifications

• 2 to 5 years of experience in Customer Success, Account Management, or Program/Project Management within the fintech sector.
• Proven experience managing the end-to-end renewal lifecycle.
• Capacity to handle a sizable customer portfolio using data-driven and scalable methods.
• Excellent communication and organizational skills, adept at prioritizing multiple demands efficiently.
• Experience designing and implementing customer programs or playbooks that yield measurable results.
• Ability to thrive in a dynamic, fast-growing environment.
• Knowledge of MRI software and background in Commercial Real Estate are advantageous.
• Applicants with over five years of Accounts Receivable experience will also be considered.

Additional Information

Versapay champions diversity and equal opportunity, welcoming applicants regardless of race, religion, color, nationality, gender, sexual orientation, age, marital status, veteran, or disability status.

The recruitment process may utilize artificial intelligence for certain evaluation tasks, assisting but not replacing human decision-making. For data processing inquiries, candidates are encouraged to reach out.

Salary details reflect base pay; total compensation including on-target earnings may range from $100,000 to $110,000 CAD annually.