Senior Client Success Manager
EnergyHubSalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Payments, SaaS, E-commerceIndustries
Requirements
- Consultative in nature, with a high degree of empathy to identify and understand customer pains, goals, and opportunities
- Comfortable traveling to visit customers onsite, attend industry trade shows, and host customers in our SF office
- Excited to pursue revenue retention and customer health targets that will make our company successful
- Self-motivated — Able to be proactive and flourish with minimal guidance within uncertain and ambiguous environments
- A strong verbal and written communicator
- 3+ years of experience in Relationship Management, or similar roles at a top technology payments company
- Experience working closely with Tier 1 SaaS and technology companies, financial institutions, and/or card networks at senior levels
- Immense pride in your work, and approach even little tasks with craftsmanship and care. You sweat the details
- Excellent, thoughtful written and verbal communication skills. Effective communication is one of your superpowers
- Experience with contract renewals and negotiation
- Ability to identify product gaps and realize opportunities to solve with new or existing products (cross-sell/Upsell)
- Strong product instincts and ability to identify opportunities for customers to utilize existing and in-development products
- Prior knowledge/experience in the payment industry
- Ability to partner with Finix product organization to build world-class features for existing products
Responsibilities
- Produce and report performance metrics to internal and external stakeholders
- Hold quarterly business reviews with clients
- Participate in internal evaluations of new products or services being considered for the roadmap
- Establish and cultivate strong relationships with senior executives across different business units within our customers’ organizations
- Collaborate cross-functionally with teams internally to define priorities, plan joint roadmaps, and help solve critical issues across the organization
- Represent and advocate for our customers during internal conversations
- Operate in a fast-paced environment, juggling priorities of multiple internal and external constituencies
- Work on a variety of initiatives with customers including, but not limited to, product partnerships, distribution, and commercial partnerships
- Leverage our tooling to ensure all customer data is updated, visible to the organization, and actionable
- Use customer performance metrics to convey the value of our product and the contribution of Finix’s capabilities to customer goals
- Uncover opportunities to help our customers unlock revenue growth and impact to their businesses
- Manage the end-to-end delivery of our payment acceptance and payouts solutions to platform clients, ensuring a seamless and successful implementation process
- Collaborate closely with cross-functional teams, including sales, product development, support, and risk/underwriting, to meet client requirements and exceed their expectations
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What are the key responsibilities of the Customer Delivery Manager?
You will manage end-to-end delivery of payment solutions, produce performance metrics, hold quarterly business reviews, cultivate relationships with customer executives, collaborate cross-functionally, and uncover revenue growth opportunities for customers.
Is travel required for this role?
Yes, you must be comfortable traveling to visit customers onsite, attend industry trade shows, and host customers in the SF office.
What personal qualities are they looking for in a Customer Delivery Manager?
They seek someone consultative with high empathy to understand customer needs, self-motivated to pursue revenue retention and customer health targets, and able to operate in a fast-paced environment juggling multiple priorities.
Is there a salary or compensation mentioned for this position?
This information is not specified in the job description.
What makes a strong candidate for this Customer Delivery Manager role?
A strong candidate is relationship-focused, detail-oriented, consultative with empathy for customer needs, experienced in cross-functional collaboration, and thrives in a fast-paced environment while managing strategic customer initiatives.
Finix
Payment processing solutions for software platforms
About Finix
Finix simplifies payment processing for software platforms, allowing them to accept payments, manage payouts, and onboard merchants through a developer-friendly API. This solution integrates easily with existing software, helping clients like SaaS providers and e-commerce platforms manage their payment operations efficiently. Finix stands out by streamlining the payment process, reducing complexity and costs while ensuring secure transactions. The company's goal is to help businesses increase revenue from their payment operations and reinvest in their core activities.
San Francisco, CaliforniaHeadquarters
2015Year Founded
$195MTotal Funding
SERIES_CCompany Stage
Enterprise Software, FintechIndustries
201-500Employees
Benefits
Competitive compensation
Generous PTO
Flexible health plans
Coverage for dependents
Inclusive parental leave
Risks
Competition from Stripe and Square pressures Finix's market share.
Apex Group acquisition may disrupt Finix's business model.
Technical challenges may affect adoption of Advanced Fraud Monitoring.
Differentiation
Finix offers a developer-friendly API for seamless payment integration.
The platform provides real-time transaction tracking and modular architecture.
Finix's Advanced Fraud Monitoring enhances security with AI-powered, no-code capabilities.
Upsides
Embedded finance trend aligns with Finix's API-driven approach.
Rising demand for real-time payments benefits Finix's real-time interface.
Global e-commerce growth increases need for Finix's payment solutions.
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