Manager, Professional Services

United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Requirements

Candidates should have 4+ years of experience in customer success, account management, or a related field, preferably in the SaaS or FinTech industry. A minimum of 2 years of experience in a management or team lead role with a proven track record of successfully leading and developing teams is also required.

Responsibilities

The Manager, Professional Services will lead a team of Implementation Consultants, overseeing client onboarding, adoption, and satisfaction to maximize retention and drive account growth. This role involves mentoring team members, optimizing processes, collaborating with cross-functional teams, setting team goals, monitoring performance, and fostering a high-performing team environment. Responsibilities also include developing and executing customer success strategies, managing the client onboarding process, providing ongoing client support, monitoring customer health, identifying growth opportunities, establishing and maintaining customer success processes, developing KPIs, analyzing customer data, and acting as a customer advocate within the organization.

Skills

Team Leadership

Mentoring

Customer Onboarding

Customer Adoption

Customer Retention

Account Growth

Customer Success

Process Optimization

Cross-functional Collaboration

Recruiting

Hiring

Onboarding

Branch

Provides flexible, instant payment solutions

About Branch

Branch offers flexible and instant payment solutions for businesses and their workers, allowing immediate access to earnings instead of traditional fixed payroll schedules. Its platform provides various payout options, including instant, daily, or on-demand payments, which are particularly beneficial for independent contractors. Additionally, Branch includes services like cashless tips payouts and a paycard alternative, making it easier for employees to access their pay. The company aims to empower workers with financial control while helping businesses attract and retain talent.

Minneapolis, MinnesotaHeadquarters

2015Year Founded

$148.5MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Remote Work Options

Company Equity

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Holidays

Paid Parental Leave

Risks

CFPB lawsuit could damage Branch's reputation and lead to financial penalties.

Failure to deliver 'instant access' to pay could undermine customer trust.

Reliance on partnerships like symplr and Fountain poses risks if partners face difficulties.

Differentiation

Branch offers instant, flexible payment solutions unlike traditional fixed-schedule payroll systems.

Branch provides cashless tips payouts, beneficial for the hospitality industry.

Branch's paycard alternative allows employees access to pay without a traditional bank account.

Upsides

Integration with symplr taps into the healthcare staffing market with same-day payments.

Partnership with Fountain streamlines payment onboarding, enhancing operational efficiency for businesses.

Branch Direct enhances cash flow and talent retention with direct payments to existing bank accounts.

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