Branch

Senior Customer Success Manager

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries

Requirements

Candidates must have 5-10 years of experience in enterprise project management, leading complex, cross-functional projects, and demonstrated proficiency in implementation best practices. They should be able to create and deliver repeatable processes that drive improvements for KPIs such as time to launch, on-time delivery, and revenue attainment.

Responsibilities

As a Senior Customer Success Manager, you will lead and deliver on strategic internal initiatives, manage onboarding and ongoing operational initiatives for strategic customers and partners, act as the subject matter expert of the relationship, be the go-to technical advisor for customers, collaborate with various stakeholders to deliver world-class solutions and experiences, lead the client-facing aspects of product launches for design partners, oversee the technical and operational aspects of partner integrations, sign-off custom SOWs, serve as the bridge between Customer Success and Product teams, develop and refine processes for onboarding and customer feedback loops, manage the overall project charter, maintain highly organized documentation, provide regular project updates, participate in client-facing meetings, negotiate customer requests, and engage with technical stakeholders to solution, document, test, and deploy various integration workflows and configurations. Accountable to revenue attainment on new logo bookings through user and product adoption.

Skills

Client Relationship Management
Project Management
Enterprise-level Engagements
Cross-functional Team Leadership
Technical Problem Solving
Operational Problem Solving

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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