Customer Success Manager at Coast

Salt Lake City, Utah, United States

Coast Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, Payments, SaaS, Fleet ManagementIndustries

Requirements

  • 2-3 years of experience in Customer Success, Account Management, or a related customer-facing role within a rapidly growing SaaS company
  • Ability to come into an office (SoHo, NYC) 3-4 days per week
  • Strong communication skills
  • Strategic thinking, problem-solving, and prioritization skills in a fast-paced environment
  • Data-driven mindset with attention to detail
  • High energy, proactive, and innovative
  • Bachelor’s degree preferred or equivalent work experience

Responsibilities

  • Manage all post-sales activity for corporate customers through relationship building, product knowledge, and execution
  • Develop a trusted advisor relationship with customers (C-suite) to align goals and identify success metrics
  • Collaborate with Account Executives to develop joint success plans
  • Conduct “health checks” to drive customer satisfaction, adoption, retention, and reduce churn
  • Serve as the “voice of the customer” and provide internal feedback for improved customer service
  • Maintain a deep understanding of the product and communicate relevant features to customers
  • Conduct regular check-in calls and Quarterly & Strategic Business Reviews to ensure alignment
  • Work with Product and Engineering on identifying and tracking enhancement requests
  • Handle escalations and coordinate issue resolution across teams
  • Improve customer engagement approaches leveraging the CS platform

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementSaaSRelationship BuildingCustomer OnboardingAdoption DrivingChurn ReductionQuarterly Business ReviewsEscalation ManagementStrategic ThinkingProblem SolvingCommunication

Questions & Answers

Common questions about this position

What is the location requirement for this role?

The position is onsite in SoHo, NYC, requiring 3-4 days per week in the office.

What is the salary for the Customer Success Manager position?

The salary is described as competitive, but specific details are not provided.

What experience and skills are required for this role?

Candidates need 2-3 years in Customer Success, Account Management, or a related customer-facing role in a rapidly growing SaaS company, plus strong communication skills, strategic thinking, problem-solving, prioritization in a fast-paced environment, data-driven mindset, and high energy.

What does Coast do as a company?

Coast is re-imagining the U.S. B2B card payments infrastructure, focusing on commercial fleets, vehicles, and drivers, by building the Coast Fleet and Fuel Card on a cutting-edge spend management platform.

What makes a strong candidate for this Customer Success Manager role?

A strong candidate has 2-3 years of SaaS customer-facing experience, excels in a fast-paced environment with strategic thinking and strong communication, and can commit to 3-4 office days per week in NYC; a Bachelor’s degree is preferred.

Coast

Provides smart fleet cards for fuel management

About Coast

CoastPay provides smart fleet cards designed for businesses with fleet operations, such as delivery and transportation companies. These cards help businesses manage and monitor their fuel spending by allowing them to set spending limits and restrict expenses to fuel only. This control reduces overspending and prevents fuel theft. CoastPay's cards are interchangeable and can be quickly activated or deactivated, enhancing security and convenience for businesses. The company generates revenue through service fees but also offers rebates and cashback, which can lead to significant savings for its clients. CoastPay differentiates itself by providing personalized, US-based support, making it easier for businesses to implement and manage their fleet card systems. The goal of CoastPay is to improve business efficiency and reduce costs associated with fleet management.

New York City, New YorkHeadquarters
2020Year Founded
$95.8MTotal Funding
SERIES_BCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Benefits

Medical, dental, & vision coverage
Meaningful stock options
Flexible vacation policy
Proudly built in NYC

Risks

Increased competition from integrated solutions like FleetUp and RoadFlex.
60% of construction companies report wasteful spending and fleet card abuse.
Reliance on Visa ties Coast's success to Visa's strategic decisions.

Differentiation

Coast offers smart fleet cards with customizable spending limits for businesses.
Their platform integrates with telematics for real-time data and improved expense management.
Coast provides US-based personalized support, enhancing client experience and system management.

Upsides

Coast raised $40M in Series B funding, indicating strong investor confidence.
The company grew 10x in revenue and payment volume over 18 months.
Integration with Visa enhances Coast's credibility and market reach.

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