Senior Customer Success Manager

Senior Customer Success Manager

Requirements

• Bachelor’s degree in Finance, Management Engineering, Engineering Science, a related field, or a foreign equivalent plus 3 years of progressively responsible post-baccalaureate experience in job offered or any sales, business, engineering related job titles.
• Skills must include: (1) consulting with companies on growth capital needs as well as maximizing sales/revenue; (2) managing financial products including merchant cash advances, loans (secured/unsecured), letters of intent to lend/purchase receivables; (3) analyzing financial statements and documentation including cash flow projections, loan documents, sales statements, balance sheets, and P&L; (4) developing strategic cash flow models including analyzing seasonal trends in sales and to advise on timing of capital injections to optimize sales/revenues; (5) analyze sales cycles in different markets/industries; (6) marketing analytics including marketing KPIs; (7) manage C-level relationships, including negotiation and objection handling; and (8) sales tools including Hubspot and SalesLoft.

Responsibilities

• Work on the Enterprise Customer Success (CS) (Account Management) Team to advise and guide high-value customers to achieve their growth capital goals.
• Ensure our customers have the funding they need to optimize their inventory and marketing strategies.
• Work closely with Sales, Product, Portfolio Management, and Finance teams to create strategic plans for future cash advances.
• Help customers identify areas where they could improve through their use of Wayflyer analytics.
• Focus on helping our customers drive business success by advising on the best ways to leverage growth capital.
• Help customers manage their cash flow cycles by modeling cash flow needs to optimize timing and maximize revenue through cyclical and seasonal trends.
• Analyze financial statements to consult customers on areas of improvement.
• Work with Sales and Partnerships teams to advise prospective customers on the optimal use of cash advances tailored to their business needs, helping them unlock new growth opportunities.
• Empathize with every aspect of the customer experience, prioritizing their needs and championing their success.
• Guide customers through the process of securing repeat advances by leveraging dedicated Customer Success methodologies.
• Maintain high levels of engagement, satisfaction, and loyalty to drive customer retention, references, and case studies.
• Identify common customer challenges and contribute to important decisions to enhance Customer Success processes, influence product development, and inform key business decisions.
• Recommend solutions that balance the business value of solving a problem with the appetite that the business has to solve it based on organizational goals.
• Engage with customers to determine preference to determine focus of marketing and growth capital goals.
• Recommend solutions and establish strategy for customers based on seasonal trends in sales.
• Analyze statistics to determine marketing and growth capital requirement and monitoring the preference of customers.

Preferred Qualifications

No preferred qualifications provided.