Tipalti | Client Success Specialist
hace 2 semanas
On behalf of Tipalti, SD Solutions is seeking a skilled Customer Success Manager to join a rapidly growing fintech organization.
SD Solutions operates globally as a staffing company. Reach out to us for more information about the benefits we provide.
As a Customer Success Manager, you will be pivotal in ensuring that our clients achieve their desired results with our offerings. You will serve as the main liaison for our clients, dedicated to fostering enthusiastic Tipalti advocates by cultivating and sustaining robust, long-term relationships. Your primary focus will be on the vitality of your client interactions, experience, engagement, retention, and the expansion of our solutions with some of our most prestigious clients.
Key Responsibilities:
- Establish and nurture strong connections with a portfolio of clients throughout their journey post-implementation, assisting with full adoption and beyond, including the rollout of new features and enhancements, integrations, and expanding the focus on the client's experience.
- Become proficient in our products/services and remain informed about product updates, acting as a consultant and sharing best practices with clients.
- Enhance brand loyalty, customer satisfaction, and advocacy.
- Act as the primary contact for our clients, overseeing customer accounts to identify improvement areas and proactively addressing any issues or concerns, while ensuring timely resolutions.
- Identify growth opportunities within your portfolio through upselling and cross-selling.
- Concentrate on net dollar retention and minimizing churn.
- Collaborate closely with Sales, Solutions Consultants, Implementation, Support, Product, and Marketing teams to gather, share, and act on feedback to promote collaboration and adoption.
- Utilize data to prioritize initiatives and adjust internal priorities to drive exceptional customer experiences.
- Provide mentorship, coaching, and support in onboarding new and existing team members.
Qualifications:
- 2-3 years of experience in customer success or account management, ideally within the Fintech sector.
- Experience with ERP systems, accounts payable, ChurnZero, Zendesk, Salesforce, Jira, analytic reporting, and CSM tools is advantageous.
- Strong comprehension of the fintech landscape and our products/services.
- Outstanding communication and interpersonal abilities.
- Highly organized with exceptional verbal and written communication skills.
- Demonstrated enthusiasm, initiative, commitment, and professionalism.
- Capability to create compelling, value-driven presentations for clients.
- Ability to gather complex requirements and collaborate with a team to design effective solutions.
- Proficiency in engaging with all organizational levels, from CEO to Accountant.
- Part-qualified or fully qualified experience in an accounting practice or commercial accounting department.
- Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIMA, along with a thorough understanding of basic accounting principles.
Preferred Qualifications:
- Previous experience or skills in Project Management.
- Experience in CPA or Accounting.
About the Company:
Tipalti is a global platform for automating payables, providing a cloud-based solution designed to scale and streamline global payables operations. The startup has successfully raised $565M in funding.
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