Our client, a startup building infrastructure for wholesale trade, is seeking a Customer Success Manager to join its team. This is a highly strategic, hands-on role for someone with 3–5+ years of experience in customer success, account management, or solutions engineering within a technically complex SaaS environment. The ideal candidate is comfortable navigating ERP integrations, accounting workflows, and operational processes—and is proactive about driving customer outcomes and expansion. What you'll do:

• Own a portfolio of 70–100 accounts, driving payment volume, retention, and expansion
• Conduct deep discovery to understand customer workflows and identify growth opportunities
• Lead executive conversations with CFOs, Controllers, and operators through QBRs and ongoing engagement
• Drive adoption of key features (e.g., auto-pay, collections automation, credit insights)
• Monitor account health and proactively address risks with structured action plans
• Partner with Product to translate customer feedback into actionable insights
• Collaborate cross-functionally with Sales, Product, and Implementation teams
• Leverage AI and automation tools to improve internal workflows and customer outcomes What they're looking for:
• 3–5+ years in Customer Success, Account Management, or Solutions Engineering in a complex SaaS environment
• Experience working with ERP (Enterprise Resource Planning) systems or ERP-integrated products (e.g., SAP S/4HANA, NetSuite, Workday)
• Background supporting non-technical customers (e.g., distribution, food service, blue-collar industries)
• Strong communication skills with experience leading executive-level conversations
• Highly curious, discovery-oriented, and solution-driven mindset
• Experience at a Series A–C startup; early post-sales hire is a plus
• Familiarity with fintech, payments, AR, or automation tools is preferred
• Hospitality or food & beverage background is a plus This is an opportunity to take true ownership of customer relationships while helping scale a high-growth platform at the intersection of fintech
  
  Fully remote with meaningful equity: Work from anywhere in the US with competitive comp ($120K-$160K OTE with flexibility for exceptional candidates), equity participation, and full benefits. Preference for East Coast time zone. NO sponsorship