Customer Success Manager

Job Overview

Customer Success Manager Location: Remote (required to live in one of the following states: AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT,VT) Qualifications: 3+ years of experience in Customer Success, Account Management, Sales, or any client facing role.

1+ years experience utilizing a CRM software system, Salesforce preferred. Experience in a scaled customer success environment, maximizing impact for a large range of clients through scalable motions executed at key moments in a customer’s journey.

Job Description

Proven ability to adopt new technologies and teach others effectively. Strong communication and sales acumen, with the ability to understand the true needs of the customer, helping them tap into the full value of Melio’s platform for their unique business.

Takes an analytical, strategic approach to our customers’ success, constantly iterating to improve the whole customer experience. Excited to bring new processes and procedures to continue to develop the customer journey at Melio.

Enjoys working cross-functionally with other teams across the organization on a diverse range of internal and customer-facing initiatives. Excellent time-management skills, as well as the ability to remain flexible as the company and role evolves.

Passionate about speaking with and building relationships with small business owners, helping their businesses succeed with Melio. Has a track record of taking on additional responsibilities outside of their direct scope, showing a natural curiosity.

Key Responsibilities

• Customer Success Manager Location: Remote (required to live in one of the following states: AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT,VT) Qualifications: 3+ years of experience in Customer Success, Account Management, Sales, or any client facing role.
• Excellent time-management skills, as well as the ability to remain flexible as the company and role evolves.
• Passionate about speaking with and building relationships with small business owners, helping their businesses succeed with Melio.
• Has a track record of taking on additional responsibilities outside of their direct scope, showing a natural curiosity.
• Bonus Points: Experience working with small businesses in an account management or customer success capacity.
• Build dynamic relationships with your customers through meaningful interactions and comprehensive engagements, developing a deep understanding of their business needs to drive retention.
• Lead customers through early adoption and proactively shepherded them through lifecycle stages, educating on best practices, removing friction, and accelerating time-to-value.
• webinars), when required, to support customer education at scale Work collaboratively alongside relevant Melio departments to ensure the voice of the customer is constantly elevated in a digestible, actionable format, and that the customer is receiving the utmost support and satisfaction.

Required Skills and Qualifications

• Customer Success Manager Location: Remote (required to live in one of the following states: AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT,VT) Qualifications: 3+ years of experience in Customer Success, Account Management, Sales, or any client facing role.
• 1+ years experience utilizing a CRM software system, Salesforce preferred.
• Experience in a scaled customer success environment, maximizing impact for a large range of clients through scalable motions executed at key moments in a customer’s journey.
• Takes an analytical, strategic approach to our customers’ success, constantly iterating to improve the whole customer experience.
• Excellent time-management skills, as well as the ability to remain flexible as the company and role evolves.
• Bonus Points: Experience working with small businesses in an account management or customer success capacity.
• Prior experience working in a SaaS environment and/or in the financial technology space A day in the life and how you’ll make an impact: Own all strategic actions associated with customer engagement and retention efforts.
• webinars), when required, to support customer education at scale Work collaboratively alongside relevant Melio departments to ensure the voice of the customer is constantly elevated in a digestible, actionable format, and that the customer is receiving the utmost support and satisfaction.

Benefits and Perks

• Bonus Points: Experience working with small businesses in an account management or customer success capacity.
• The annual base salary range for this position is $70,000 - $85,000 with an with an additional bonus component Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
• 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
• Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
• We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
• Melio's diversity, equity and inclusion efforts have always been a top priority within our team.

Work Location and Schedule

This role is listed as Remote USA with location information shown as Remote USA. The employment type is Full Time.

About the Company

Melio is the organization connected with this listing. USA Jobs Today displays this opportunity for job discovery only, so applicants should verify company details, application instructions, and eligibility on the official employer website.