Customer Success Manager

Welcome to Centage, we’re happy you’re applying! We think the most important thing about Centage, about working anywhere, in fact, is the people and how they interact.

At Centage we foster an environment of caring, helpful, considerate, and empathic people. We think that’s the best environment to foster excellence and it is one of the things we care most about in our hiring process. If you are empathic and able to talk with humility and encourage others to thrive, we want to hear from you!

We don’t want brilliance without empathy. We don’t want creators who don’t share. We don’t want rock stars that don’t contribute to the community.

What it’s like to be a Customer Success Manager (CSM)

Centage is looking for a high-energy, organized, and ambitious CSM to join our growing B2B SaaS company’s mission to bring innovative financial technology to the SMB market. Your focus will be on customer loyalty and growth, through building long-term client relationships and helping them achieve their goals with our SaaS solution, Planning Maestro. At Centage, our top priorities are teamwork, collaboration, and learning while putting the customer first. We believe in career advancement and have a track record of promoting top performers from within. In this position, you will have the chance to advance your skills in customer relationship management and customer experience by joining a modern, world class, and innovative organization.

What does the day to day look like

• Define account plan and communication cadence with clients to drive retention, growth, product adoption, and engagement
• Track customer activity in Salesforce, Zendesk, Wrike and Pendo
• Project manage the onboarding of new clients, in collaboration with our Consulting and Support teams
• Share enhancement ideas with our Product Management team
• Demonstrate thorough knowledge of Centage solutions and values
• Customer advocate throughout customer lifecycle

Why you might like it

You are a champion of the customer. You love talking to customers and are always looking to solve their problems efficiently and effectively. You are extremely organized, and are able to drive action to meet customer goals. You would be excited to help customers grow and improve their planning and budgeting process with the power of Centage. You are a learner and continuously stay up-to-date on the latest industry trends and best practices.

You tout customer loyalty above all else and are interested in longevity and mutually beneficial outcomes. You enjoy working across a range of impressive clients putting customers first.

Why we might like you

You thrive in a fast paced, team environment. You strive to be the best and are known to go above and beyond. You are a ninja at multitasking, prioritizing, managing your time effectively, and taking action. You are a team player who possesses high levels of emotional intelligence, coupled with an energetic and upbeat attitude. You want to grow your career in customer success.

Requirements

• 3 to 5 years experience in account management, customer success, and/or consulting in the FinTech space
• Strong email and phone communication skills; able to process a high volume of time-sensitive requests with urgency and efficiency
• Strong organizational skills; self-starter and highly accountable; project management skills
• Ability to seek out value proposition by customer use case
• Comfortable with data analysis and highly proficient in Excel and/or Google Sheets
• Desire to further a career in customer success

Nice to Have

• General understanding of basic accounting principles and financial reporting
• Knowledge of Salesforce, Zendesk, Pendo and/or other CRM system

Benefits

• $1,000 education budget
• The chance to work with innovative and progressive technology
• Company-paid health, dental, and vision insurance
• Start-up environment with a proven playbook
• Medical and dependent care flexible spending accounts
• Company Short Term Disability coverage
• Company-paid Life and AD&D coverage with option to purchase additional coverage
• Open PTO policy
• 9 paid public holidays each year
• 401(k) matching plan

Salary range from $55k-$65k + variable

About Centage

Centage is on a mission to make the financial planning and budgeting process easy and simple. We are giving CFOs and FP&A employees user-friendly planning, forecasting, and analytics tools they need to run their business effectively. Learn more at centage.com. If you have a passion for developing solutions to complex problems, and making customers happy, come join us.

We are proud to foster a workplace free from discrimination. We strongly believe that diversity of experience, perspectives, and background will lead to a better environment for our employees and a better product for our users and our customers. This is something we value deeply and we encourage everyone to come be a part of changing the way the world shops online.

We welcome applications from people with disabilities. Should you need accommodations during the application please don't hesitate to contact us.