Sr. Customer Success Manager

The Customer Success Manager will be responsible for scaling the adoption of the Mesh platform and managing post-sales activity for Global, Mid-Market, and Enterprise customers. They will develop trusted advisor relationships with clients, identify opportunities for account expansion, and ensure client retention and penetration of adjacent products. The ideal candidate should have experience in the Fintech space, particularly in a customer-facing role, and possess strong relationship-building and strategic thinking skills.

• Manage all post-sales activity for Global, Mid-Market, and Enterprise customers
• Develop trusted advisor relationships with clients
• Identify and execute opportunities for account expansion
• Own client retention and penetration of adjacent products
• Utilize SalesForce to track, log, and manage assigned accounts
• Identify and confirm customer's needs and motivations for using Mesh
• Design a growth strategy to maximize customer spending potential on the platform
• Lead onboarding meetings with new customers
• Onboard new customers and set them up for success
• Act as a liaison between Operations, Product, and the Customer
• Proactively communicate with customers regarding new features and improvements
• Set up meetings or calls with customers to gain insights on improving the customer experience and product usage
• Work closely with the sales team to understand customer motivation and create tailored growth plans for each account
• Have 3 years of experience in a customer success or account management position within a rapidly growing SaaS company
• Have 1-3 years of relevant work experience in Payment Processing Systems, Technology Consulting, and Enterprise Software
• Have experience working in the Fintech industry (an advantage)
• Prior sales experience is preferred but not required
• Ability to think independently and strategically to develop sales development strategies and tactics
• Have a high sense of urgency and adaptability.

• 3 years of experience in a customer success or account management position within a rapidly growing SaaS company
• 1-3 years of relevant work experience in one or more of the following: Payment Processing Systems, Technology Consulting, and Enterprise Software
• Experience working in the Fintech industry - an advantage
• Prior sales experience is preferred but not required
• Ability to think independently and strategically to develop sales development strategies and tactics
• A high sense of urgency that can adapt

• Unlimited growth opportunities
• Full benefits (health, dental, vision)
• Hybrid working schedule
• Unlimited PTO policy