What are the responsibilities and job description for the Financial Customer Success Manager position at Snatch UP Jobs?
Are you a finance expert with a passion for client success and cutting-edge tech? We're seeking a highly motivated Financial CSM to bridge the gap between complex financial workflows and our innovative platform. If you thrive on building strong relationships and guiding clients to success, join our pioneering fintech team!
Responsibilities
Responsibilities
- Client Partnerships: Build and maintain strong, lasting relationships, ensuring client satisfaction and retention.
- Tailored Solutions: Deeply understand customer financial processes to deliver value-driven solutions using our platform.
- Workflow Translation: Convert complex cash flow management (AR, AP, forecasting) into tangible actions on our platform.
- Lead Point of Contact: Serve as the primary contact for all account management and solution delivery needs.
- Drive Success: Ensure timely solution delivery, aligned with customer goals, and conduct onboarding/check-ins.
- Collaborate & Enhance: Partner with Sales and Product to identify opportunities and refine our offerings.
- Insights & Support: Deliver performance reports and assist with complex client requests.
- Experience: 3 years in customer success, relationship management, or similar client-facing roles.
- Finance Acumen: Strong background in finance, accounting, or economics (CPA a big plus!).
- Workflow Expertise: Deep understanding of financial workflows, reporting, and cash management.
- Client Management: Proven ability to manage multiple client accounts and projects.
- Communication: Excellent written and verbal skills, translating complex finance to clear value.
- Mindset: Analytical, proactive problem-solver, and highly motivated.
- Tech Savvy: Experience with CRM tools (e.g., HubSpot, Salesforce).
- Experience in fintech, treasury, or FP&A tools.
- Familiarity with US business finance/treasury workflows.