Technical Customer Success Manager

Series A Startup

My client is a Series A Startup that is already a Market leader in real-time Data Extraction from Receipts, Invoices and other financial documents. Documents into Data in Seconds with Accuracy & Speed Surpassing Humans. A fully integrated suite of data transformation products for you to securely capture, extract and transform bills, receipts and invoices into structured data for use in your mobile app, website or back office.

Due to their rapid growth my client is looking to bring on a Technical Customer Success Manager. The role is reserved for someone that is obsessive about driving value for your customers, has fun with wrangling with technical and business challenges on a daily basis and looking to build deep and lasting relationships. Here is more information about the role.


  • Promote customer satisfaction, growth and loyalty by demonstrating an understanding of their business needs and helping them achieve their objectives
  • Educate prospects and customers on the use and benefits
  • 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 systemLead customer kickoff & training sessions as part of onboarding and ongoing product adoption
  • Act as a communications liaison between our Customers and Technical Support, Development, and Leadership
  • Create, maintain and improve tutorials and other communication infrastructure


  • 5+ years in a Customer Facing role in a SaaS B2B company
  • Accountability and personal organization are essential
  • Effective communications skills via email, phone, and online meetings
  • Experience promoting business value and brand image through customer experience
  • Exceptional ability to communicate and foster positive relationships with both customer facing teams and internal teams
  • 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
  • Bachelor's Degree required

Compensation: $120-$150K Base Salary 80/20 split
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