Ag Credit Analyst - Customer Success
Legacy Farmer7d • $80,000 - $110,000 • Remote
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Ag Credit Analyst - Customer Success
Legacy Farmer
•$80,000 - $110,000•Remote
About The Position
Legacy Farmer is seeking a growth-oriented, high-performance individual to join their team and deliver amazing results for clients and the company. The company is committed to helping Farmers Master their Finances and Build a Great Business that will Thrive for multiple generations. Legacy Farmer acts as the financial operating system for American family farms, combining ag-specific software (Farmer Metrics) with ag finance coaching. This role is for someone who has experience within a bank or Farm Credit association, spreading financials, building projections, and understanding operational cash flow. The position focuses on the customer-facing aspect of financial analysis, aiming to strengthen farm operations without the traditional loan approval process. Key responsibilities include onboarding new customers to ensure their financials are loaded and accurate within 30 days, providing proactive ongoing care through scheduled touchpoints where the analyst is knowledgeable about the customer's numbers, marketing plan, and debt structure, and ensuring customer retention by demonstrating undeniable value and identifying at-risk accounts early. As the first hire in this role, the individual will set the standard and develop the playbook for onboarding, communication, and retention methods.
Requirements
- Must be located in the US (Remote with Central-time overlap).
- 3+ years as a credit analyst, portfolio manager, or relationship manager at an ag bank, Farm Credit association, or ag lender.
- Ability to spread farm financials.
- Ability to build cash flow projections.
- Ability to calculate cost of production/breakevens.
- Ability to clearly explain financial concepts like working capital in plain language.
Nice To Haves
- Experience or familiarity with AI tools for financial analysis and workflow automation.
- Background serving diverse farm operation sizes and types.
- A 2-3 minute video introducing yourself and explaining working capital to a farmer the way you actually would will be required to be considered for this role.
Responsibilities
- Onboard new customers, ensuring financials are loaded, numbers are accurate, and the farmer understands their operation better within 30 days.
- Provide proactive, scheduled, and prepared touchpoints for ongoing customer care, demonstrating knowledge of their numbers, marketing plan, and debt structure.
- Ensure customer retention by delivering undeniable value and proactively identifying and addressing accounts that show signs of risk.
- Set the documented standard and playbook for onboarding, communication, and retention methods as the first hire in this profile.
Benefits
- Salary: $80,000 - $110,000 base + bonus tied directly to onboarding completion and retention outcomes.
- Healthcare: Health Reimbursement Program
- Retirement: 401(k) participation
- Time Off: Flexible Time Off plus Paid Company Holidays
- Remote Work Support: Up to $500 annual home office and wellness reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
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