Customer Success Manager - Remote

Overview

At Anchor, we’re transforming B2B payments with our innovative, automated billing and collections platform. By simplifying financial workflows, we enable businesses to focus on what they do best.

In Short

• Own the entire customer journey (onboarding, adoption, training, and expansion)
• Proactively identify opportunities to streamline the customer journey and grow your portfolio
• Build and maintain strong relationships with clients
• Train and educate customers on how to effectively utilize Anchor’s products and services
• Leverage data and performance metrics to optimize the customer experience
• Ensure all customers complete the required technical setup efficiently
• Work closely with Sales, Product, Marketing, and Engineering teams
• Represent the voice of the customer
• Experience working closely with business owners and senior leadership

Requirements

• 3-5 years of customer-facing experience; consulting and/or accounting experience
• Background in accounting, finance, and/or economics, business administration - MUST
• Proficient in Microsoft Excel - a must
• Experience with upsell and expansion targets
• Ability to prioritize while managing multiple projects
• Superb customer-facing presentation and communication skills
• Excellent analytical skills
• Strong organizational skills and attention to detail
• Positive attitude and drive to succeed

Benefits

• Proficiency in tools such as HubSpot, Intercom, Jira, Slack and other CS tools
• Experience in B2B & B2B2C Self-Serve SaaS
• Fintech/Payments industry background