[Remote] Customer Success Manager, Scale at Procurify

Canada, Kentucky, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

3+ years of Customer Success experience in a SaaS environment
Experience working with a large book of customers (125+)
Strong analytical skills; able to interpret dashboards, usage signals, and customer health trends
Comfortable with CS tools (e.g., Vitally, Salesforce, in-app messaging, automation platforms)
Excellent triage skills—knows when to apply 1:1 support vs. scalable, digital-led engagement
Self-starter attitude and naturally thinks outside the box
Excellent written and verbal communication skills, both internally and externally
Successful experience speaking and presenting to customers and stakeholders
Customer-centric mindset; challenges the status quo and finds a better way
Proven track record of growing and developing customers, with a keen ability to understand a client’s needs and suggest solutions to retain and enhance growth opportunities
Understands our buyer personas and the needs / “pains” of our target market
Excellent attention to detail
Keeps up to date on trends and news from the industry, our competitors, and our target market
Comfortable working independently as well as part of a team in a fast-paced environment

Responsibilities

Manage a large portfolio of SMB accounts
Be a champion advocate and customer obsessed
Collaborate, support, and deliver value to customers
Identify areas of growth to support and aid in change management
Design, execute, and optimize automated playbooks and digital engagement journeys to drive adoption, retention, and expansion
Leverage customer health dashboards and product analytics to proactively identify adoption gaps, low-usage trends, and potential churn risks
Deploy automated health checks and targeted nudges to guide customers toward desired outcomes
Advocate for clients internally, collaborate with cross-functional teams to address customer needs and resolve issues
Challenge the status quo and leverage automation and technology to seek out operational efficiencies
Work closely with other sub teams with CX to share feedback, areas of improvement, and recognition
Work with CX team closely to understand the customer journey and how we can continuously show value to our customers
Team player for fellow team members; strategize, brainstorm, and think outside of the box to promote best practices and areas of improvement
Live the Procurify values

Procurify

Cloud-based spend management platform for organizations

About Procurify

Procurify provides a cloud-based spend management platform designed to help organizations manage their purchasing processes and control expenses. The platform offers tools for budgeting, approval workflows, and expense tracking, allowing businesses to gain real-time visibility into their financial operations. It primarily serves mid-sized to large enterprises across various industries, including technology, education, healthcare, and non-profits. Unlike many competitors, Procurify emphasizes a user-friendly interface and comprehensive support, making it easier for clients to adopt and utilize the software effectively. The company's goal is to help organizations align their spending with their core values and business objectives, ensuring they can make informed financial decisions.

Vancouver, CanadaHeadquarters

2013Year Founded

$85.9MTotal Funding

DEBTCompany Stage

Enterprise Software, FintechIndustries

51-200Employees

Benefits

Flexible Work Hours

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Stock Options

Risks

Leadership transition to Chad Gaydos may lead to strategic shifts.

Integrating AI solutions could face implementation delays or customer dissatisfaction.

Increased fintech competition may impact Procurify's market share.

Differentiation

Procurify offers a user-friendly interface for mid-sized to large enterprises.

The platform provides real-time visibility into financial operations.

Procurify's SaaS model allows flexible subscription options for various business needs.

Upsides

Procurify secured $20M for AP product development and market expansion.

Growing demand for AI-driven accounts payable solutions benefits Procurify.

Embedded analytics trend enhances decision-making, aligning with Procurify's offerings.

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