Senior Customer Success Manager

Rapidly Growing Early-stage Startup

Our client is a rapidly growing early-stage startup empowers organizations to capture, extract and transform unstructured documents such as receipts, invoices, purchase orders, checks, credit cards, and W-2s into structured data at scale. The company’s technology reduces or eliminates manual data entry and unlocks valuable business intelligence in seconds. Trusted by enterprises and software companies alike, Their AI-based platform delivers fast, accurate, and secure data to hundreds of companies globally. Due to continued growth they are now looking to hire a Senior Customer Success Manager.


You can expect to:

  • Promote customer satisfaction, growth and loyalty by demonstrating an understanding of their business needs and helping them achieve their objectives using the company's solutions
  • Educate prospects and customers on the use and benefits of the company's solutions
  • Provide customers with information and assistance regarding product updates and new features
  • Ensure health of customer portfolio by regularly monitoring platform usage and key customer health indicators
  • Maintain detailed account data in the CRM system
  • Lead customer kickoff & training sessions as part of onboarding and ongoing product adoption
  • Act as a communications liaison between our Customers and Company's Technical Support, Development, and Leadership
  • Create, maintain and improve tutorials and other communication infrastructure

Skills we’re looking for:


  • 5+ years in a Customer Facing role in a SaaS B2B company
  • Working knowledge of SaaS platforms and Application Programming Interfaces
  • Experience building and optimizing Customer Success processes is a plus
  • Experience with HubSpot, JIRA, and Confluence is a plus
Oliver@intelletec.com
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