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170 B2B Software Careers

Customer Success Manager

Credit Key

Credit Key

United States
Posted on Saturday, February 3, 2024

About Credit Key

Credit Key’s mission is to deliver a superior business payment experience at B2B point-of-purchase. Our core product allows B2B merchants to offer buy-now-pay-later financing at ecommerce checkout.

Credit Key’s Client Success team is responsible for existing-client revenue at Credit Key, as well as the cross sale of new products and the search for opportunities to drive new volume amongst our client base. Every member of our Client Success team directly affects our bottom line and is also a key driving force in why our clients are successful and love us.

We have a unified culture recognizing big wins daily and celebrating individual accomplishments weekly and monthly. We deeply care about hiring individuals that spike in empathy because we believe that is the only way to promote a culture of Client Focus. We make sure that top performers are recognized and promoted frequently, and have built a collaborative environment to keep the team motivated and unified.

Lastly, the Client Success team is responsible for helping other parts of the company (such as Product/Engineering/Marketing) to understand what our clients need to be successful - so every member of the team is expected to work cross-functionally.

About the Role

The key to our Customer Success Manager role is to retain our clients by helping them realize their full potential with Credit Key by increasing their share of wallet with our suite of products, cross-selling new solutions, retaining client relationships, proactively identifying and addressing reasons for churn, and communicating client feedback and needs to our Product team to help inform the evolving client experience and future product development.

You will be a dedicated relationship manager to a portfolio of our most strategic clients. You will be responsible for building and maintaining relationships with these clients and ensuring they are set up for success on Credit Key by increasing our share of wallet, cross-selling new solutions, and proactively supporting client satisfaction. On a daily basis, you will be an advisor to our most prolific clients. You will support your portfolio by working closely with our support team to help drive outcomes for our clients.

You will personify Credit Key’s brand to our clients, and you should take this very seriously. At Credit Key, our clients come before anything else and you will be expected to do everything in your power to ensure they are happy and successful.

What You’ll Do

  • Work with our SMB and mid-tier merchants to drive their implementation and launch and to manage key accounts on an ongoing basis
  • Drive net-new revenue growth by increasing our existing clients’ volume with Credit Key
  • Interact with our support team on a daily basis and provide strategic guidance on how to streamline their financial operations through our solutions and referrals to our trusted network
  • Advise on best practices for similar companies
  • Leverage data to monitor the health of your client-portfolio and step in when necessary to mitigate churn
  • Develop strategic plans on how to improve our clients’ experience (i.e: through product feature improvements and underwriting and risk policy changes)
  • Nurture and maintain relationships with existing clients to ensure higher lifetime value and client loyalty