Customer Success Manager

Posted Yesterday
Hiring Remotely in United States
Remote or Hybrid
Junior
eCommerce • Fintech • Payments • Software
Order.co is a B2B Ecommerce Platform that simplifies purchasing.
The Role
Own the post-sale customer lifecycle for a portfolio of B2B SaaS customers, including onboarding, adoption, retention, expansion, and churn mitigation. Build trusted relationships with Operations and Finance stakeholders, provide purchasing and payments guidance, drive revenue and net retention, monitor support risks, and translate customer feedback into product improvements. Collaborate cross-functionally to identify strategic opportunities and strengthen customer advocacy.
Summary Generated by Built In

Order.co is the System of Action for the Office of the CFO, transforming the way businesses purchase and pay into an intuitive, B2C-like shopping experience. Order.co leverages embedded AI agents and embedded financial products to reinvent the way businesses connect with their vendors. 


End users enjoy a seamless, zero-training buying experience, while finance and procurement leaders gain a single platform to orchestrate how the business “should operate”. The result is an all-in-one solution that serves as a gravitational pull for spend and data, automating and eliminating procurement and finance workflows from requisition to reconciliation along the way.


Order.co is on the cutting edge of B2B Agentic Commerce, poised to be the market leader in creating a more predictive, prescriptive, and personalized experience for users. 


Founded in 2016 and headquartered in New York City, Order.co oversees nearly half a billion in annualized spend across hundreds of customers like WeWork, SoulCycle, Lume, and [solidcore]. Order.co has raised $75M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more. Order.co has been proudly named a 50 to Watch by Spend Matters and a Best Place to Work by BuiltIn and Inc. Magazine.

The Role

We’re seeking a Customer Success Manager to join the Customer Success team at Order.co and own the post-sale & post-implementation experience for a growing portfolio of customers. This role is critical to ensuring customers realize ongoing value from the platform, deepen adoption over time, and view Order.co as a strategic partner in their purchasing and payments operations.

Reporting to Customer Success leadership, the Customer Success Manager will manage the full customer lifecycle, from onboarding and adoption through retention and expansion,  serving as a trusted advisor to Operations and Finance stakeholders across small, mid-market, and complex organizations. This role blends relationship management, consulting, and revenue ownership, with a strong emphasis on proactive engagement, churn mitigation, and net revenue retention.

The ideal candidate is highly consultative, commercially minded, and energized by helping customers achieve tangible business outcomes. You’ll collaborate closely with Product, Operations, and Support teams to surface insights, resolve risks early, and continuously improve the customer experience. Above all, you’ll play a key role in driving long-term customer loyalty, growth, and advocacy as Order.co continues to scale.

Responsibilities

  • Serve as the main point of contact for your assigned accounts, owning the full post-sale customer journey and building strong relationships with Operations and Finance professionals at small, medium, and large, complex organizations
  • Retain and grow a rapidly expanding book of business
  • Serve as the expert and go-to consultant for your accounts on purchasing and payments best practices
  • Dig deep to understand clients’ business goals and educate them how to leverage their Order subscription to meet these goals
  • Proactively increase our share of wallet with clients; meet aggressive revenue targets while simultaneously mitigating churn and building brand champions (NRR is the name of the game)
  • Collaborate with our Operations & Product team to translate customer feedback into improvements across our platform
  • Monitor your account’s Support ticket volume and escalate risk proactively
  • Work closely with Management to understand analytical trends for your Clients and areas of strategic opportunity


Qualifications


About you:

  • You have 2+ years in an Account Management or Customer Success role, ideally in a B2B SaaS environment
  • You have consistently met and/or exceeded revenue and/or retention targets
  • You have experience managing client data within a CRM, and are familiar with highly consultative, short sales cycles.
  • You are exceptionally skilled at building strong business relationships. You can work equally well with end users and C-level decision-makers.
  • You are action-oriented, results driven, and able to work in a team environment
  • You are able to prioritize autonomously and ask for advice or help when necessary
  • You are an excellent and collaborative communicator across both written and verbal mediums
  • You are a self-aware, team-focused asset who can provide insight into process optimization

Additional Information

What you’ll receive:

  • A competitive compensation package including base and uncapped variable components
  • The opportunity to grow quickly within the GTM organization
  • Employer-sponsored 401(k)
  • A deep knowledge and understanding of selling a SaaS B2B product in the purchasing and payment space
  • The opportunity to grow and perform in a fast-paced environment alongside a stellar team
  • Flexible time off and remote work policies
  • Robust medical, dental, vision, and wellness benefits
  • Generous leave policies and support for new and current parents

Skills Required

  • 2+ years of experience in Account Management or Customer Success
  • Experience in a B2B SaaS environment
  • Consistently met or exceeded revenue and/or retention targets
  • Experience managing client data within a CRM
  • Familiarity with highly consultative, short sales cycles
  • Strong business relationship-building skills with end users and C-level decision-makers
  • Action-oriented, results-driven, and able to work in a team environment
  • Ability to prioritize autonomously and seek guidance when necessary
  • Excellent written and verbal communication skills
  • Self-aware, team-focused, and able to provide process optimization insights

What the Team is Saying

Mike aka "Foss"
Colleen
Grant

Order.co Compensation & Benefits Highlights

  • Healthcare Strength — Comprehensive medical, dental, and vision coverage is paired with mental-health access via Talkspace, wellness via Wellhub/Gympass, and FSA/HSA options. These offerings signal a broad focus on both physical and mental wellbeing.
  • Leave & Time Off Breadth — A remote-first setup is coupled with flexible or “unlimited” PTO, wellness days, paid holidays and sick time, and paid volunteer time. The scope of leave options suggests ample flexibility for rest and life needs.
  • Parental & Family Support — Parental leave is available from day one for birthing and non-birthing parents, with childcare and fertility benefits also highlighted. These provisions emphasize support for families at various stages.

Order.co Insights

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The Company
HQ: New York, NY
157 Employees
Year Founded: 2016

What We Do

Order.co is the System of Action for the Office of the CFO, transforming the way businesses purchase and pay into an intuitive, B2C-like shopping experience. Order.co leverages embedded AI agents and embedded financial products to reinvent the way businesses connect with their vendors. End users enjoy a seamless, zero-training buying experience, while finance and procurement leaders gain a single platform to orchestrate how the business “should operate”. The result is an all-in-one solution that serves as a gravitational pull for spend and data, automating and eliminating procurement and finance workflows from requisition to reconciliation along the way. Order.co is on the cutting edge of B2B Agentic Commerce, poised to be the market leader in creating a more predictive, prescriptive, and personalized experience for users. Founded in 2016 and headquartered in New York City, Order.co oversees nearly half a billion in annualized spend across hundreds of customers like WeWork, SoulCycle, Lume, and [solidcore]. Order.co has raised $75M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more. Order.co has been proudly named a 50 to Watch by Spend Matters and a Best Place to Work by BuiltIn and Inc. Magazine.

Why Work With Us

With our core values as our North star, Order.co and its team work tirelessly to foster an inclusive, psychologically safe environment where team members are empowered to do their best work. We pride ourselves on solving hard problems in order, with humility, and most importantly, together.

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Order.co Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Team members at Order.co are empowered to make the best decision for themselves regarding where they work, whether from home, the office, or otherwise!

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
Our Flatiron office puts you in the heart of one of Manhattan’s most vibrant neighborhoods. Enjoy great restaurants, a beautiful nearby park, and plenty of happy hour options all within walking distance. Plus, with numerous subway lines nearby, commuting from across the city is quick and convenient.

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