Leading Enterprise FinTech platform seeking experienced Senior CSM - EST Time Zone!
This Jobot Job is hosted by: Kat Lawrence
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Salary: $110,000 - $125,000 per year
A bit about us:
As the leader in AI-driven spend management and risk mitigation, we empower large enterprises to transform their financial oversight with cutting-edge solutions. Our platform, fueled by advanced AI, seamlessly integrates with financial systems to continuously monitor and analyze spend transactions, rooting out fraud, waste, and misuse.
We help businesses and government agencies prevent financial loss, optimize spend, and tighten compliance controls, paving the way for smarter, more secure operations. Based in Atlanta, we partner with the most forward-thinking organizations to drive innovation in financial processes.
Why join us?

• Remote first culture, with unlimited PTO and mental health days
• Employee voted top place to work
• Growth opportunities, including career advancement, work/life balance, and education reimbursement
• Work with global enterprise businesses and help shape the future of AI!

*100% Remote from your US-based Home Office*
* STRONG PREFERENCES FOR EST OR CST TIME ZONE*
Job Details
Responsibilities:

• Manage and maintain proactive relationships with clients across your Book of Business
• Proactively identify & mitigate risk while maximizing client ROI/value realization
• Solidify ongoing success by shepherding through the client Journey
• Capture clients strategic-level goals and provide necessary results required for value realization
• Identify and validate expansion opportunities to support organizational growth objectives
• Effectively build and maintain relationships within all levels of the client organization
• Proactively manage renewals, contracts, and follow-through on associated activities
• Articulate value-forward product solutions to achieve business objectives
• Lead client meetings, present data & highlight value to facilitate progress, both virtually & in-person
• Maintain up to date knowledge of Product functionality, upcoming releases, and communicate client needs and product enhancement ideas to Product Team
• Cross-reference usage reports, heath metrics, and system data to identify risk and actionable next steps

Successfully facilitate client through the Tier 1 Client Journey, inclusive of outlined milestones

• Own strategic alignment and create client-specific success plans
• Consult and advise on best practices to ensure value realization

Qualifications:

• 4+ years experience in SaaS Client Success role, responsible for achieving net & gross retention goals
• Proven experience working with high touch customers in a strategic role
• Experience executing strategic client engagement and driving successful outcomes
• Functional understanding of SLDC, systems management, and connectivity of multiple systems and data workflows
• Familiarity with Microsoft Office Suite
• Experience illustrating client ROI alongside progressive success journey
• History of managing multiple enterprise clients with minimal oversight, and prioritizing multiple workstreams
• Ability to travel up to 25% for client and company activities
• Eastern Time Zone preferred as this position will deal with customer in the EU

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.