Routable

Customer Success Manager

Remote

Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Rentals, Martech, Data SaaSIndustries

Requirements

Candidates must have a minimum of 4 years of Customer Success Management experience and multifamily experience is required. Proven performance in hitting monthly benchmarks and metrics in previous positions is necessary, along with being highly coachable, a self-starter with a growth mindset, and demonstrating the ability to create great customer experiences. Strong communication skills with customers, the ability to navigate complex relationships to accelerate product adoption, expansion, and seek opportunities for growth are essential. Candidates should also possess problem-solving skills, creativity, the ability to drive customer retention, be self-driven and independent, and be a collaborative team player who contributes to collective success, with agility in adapting to new scenarios and learning on the go.

Responsibilities

The Customer Success Manager will drive a seamless experience for customers by creating and managing relationships, maintaining account health, upselling accounts, providing product feedback, and driving the customer renewal process. They will gain insight into customer objectives and challenges to craft personalized responses and plans, ensuring customers are successful in using the software and platform to achieve their business objectives. Responsibilities include building and nurturing strong relationships, developing multi-threaded relationships with decision-makers, driving spend by collaborating with sales, achieving retention targets, identifying growth opportunities, conducting regular business reviews, creating client success plans, and collaborating with product, support, and marketing teams to enhance the customer experience and drive efficiencies.

Skills

Customer Relationship Management
Account Management
Upselling
Customer Retention
Product Feedback
Customer Advocacy
SaaS
Martech
Data Products
Communication
Problem-Solving

Routable

Automates business payments and invoicing

About Routable

Routable automates business payments for enterprise and mid-market clients, streamlining accounts payable and receivable processes. The platform manages the entire payment lifecycle, including invoice processing, payment scheduling, and real-time payouts. By using Optical Character Recognition (OCR) technology, Routable can scan invoices and create payables, significantly reducing processing time by 60%. The company generates revenue through subscription fees for its platform and transaction fees for processed payments, partnering with banks to ensure secure fund transfers. Routable prioritizes security with a dedicated team monitoring systems for vulnerabilities, which helps build trust with clients. The company fosters a culture of empathy and inclusiveness, focusing on strong customer relationships and exceptional support.

San Francisco, CaliforniaHeadquarters
2017Year Founded
$44.8MTotal Funding
SERIES_BCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Benefits

🏥 Great Health, Dental & Vision Insurance
💲 Competitive salary
📈 Stock options
💰 401k
💸 Work from Home stipend
🚀 We're a remote team
🏝 Flexible vacation policy

Risks

Increased competition from Flexport's digital freight platform pressures Routable to enhance offerings.
Boost Payment Solutions' partnership may attract clients away from Routable.
Rising digital payment fraud tactics necessitate continuous enhancement of fraud prevention measures.

Differentiation

Routable automates the entire payment lifecycle, reducing manual work significantly.
The platform uses OCR technology, cutting invoice processing time by 60%.
Routable partners with banks to ensure secure fund transfers.

Upsides

Partnership with Convera expands Routable's global payment capabilities.
Growing AP automation trend in logistics offers expansion opportunities for Routable.
Routable's real-time payment solutions align with gig economy demands.

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