Customer Success Manager

Posted 2 Days Ago
Boston, MA
Entry level
Fintech • Payments • Software • Financial Services
We are a disruptive Fintech company improving operational efficiency with Accounts Payable and Payments Automation.
The Role
The Customer Success Manager oversees support services for designated clients, ensuring quality service, managing relationships, and coordinating issue resolution. They identify client needs, plan service delivery, facilitate client reviews, and analyze client operations for efficiency and cost savings. Additionally, they help support contract renewals and internal collaboration to demonstrate support value.
Summary Generated by Built In

Summary of This Role
Plans and oversees enterprise-level support and service activities for company products and services for a designated client or group of clients. Ensures quality service and operational performance within the parameters of program and delivery standards. Develops client relationship and understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs. Acts as single point of client contact to coordinate resolution of service incidents and escalation of technical issues. Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
What Part Will You Play?

  • Supports the client by acting as the voice of the customer, identifying product support and development needs and communicating needs internally. (Client Management)
  • Maintains long-term relationships with clients. Ensures understanding of the client business and product installations to identify service needs, plan service delivery, and drive use of proactive service and support mechanisms to reduce client downtime and support costs. Identifies new product services based on strategic direction of the client's business. (Client Management)
  • Acts as a single point of client contact to coordinate resolution of service incidents and escalation of technical issues and escalates issues that pose substantial regulatory or financial impacts to leadership. (Client Management)
  • Provides quality service and operational performance within the parameters of the client's projects and service delivery standards. (Client Management)
  • Supports the Client Business Review and acts as an advocate for the client. Aligns client's needs with internal solutions. Conducts the complete setup and preparation for the client review, including collecting reporting from other areas, generating certain types of reporting, and understanding the output from that reporting. Assists with presenting specified sections of this information to the client with the intent to improve the client's business. Aligns client's needs with internal solutions. Manages the complete setup and preparation for the client review, monthly and/or quarterly and annual Executive reviews, including collecting reporting from other areas, generating certain types of reporting, and understanding the output from that reporting. Manages the implementation, execution and follow up of actions associated to monthly/quarterly balanced scorecards and Global Payments Inc. client survey. Assists with presenting specified sections of this information to the client with the intent to improve the client's business. (Client Management)
  • Accountable for invoice accuracy, including research and dispute resolution and understands the financial and compliance impacts of client support. Consistently analyzes and monitors the client's processing environment to identify and implement strategies for operational efficiency and cost savings.
  • Supports the renewal of client contracts and addenda to agreed retention, deal parameters, and financial and commercial points for assigned accounts. Receives support from legal and other key stakeholders for areas outside of the Relationship Management's area of expertise. (Client Growth)
  • Manages sales support resources and work with internal stakeholders to create and deliver propositions. (Client Growth)
  • Stays abreast of industry trends, regulations and competitive products in order to strategically identify and target sales opportunities. (Client Growth)
  • Maintains customer profile of client's architecture and processing environment, product matrix, and custom processes to track client interactions. (Client Management)


What Are We Looking For in This Role?
Minimum Qualifications

  • Bachelor's Degree
  • Relevant Experience or Degree in: Degree in Finance, Marketing, Business, etc.; Combination of relevant training and/ or experience in lieu of degree
  • Typically Minimum 6 Years Relevant Exp
  • Experience in client facing roles and/or financial industry.


What Are Our Desired Skills and Capabilities?

  • Skills / Knowledge - Having wide-ranging experience, uses professional concepts and company objectives to resolve moderately complex issues in creative and effective ways. Having ownership of a sub-function, account or matrix management responsibilities, applies knowledge to meet goals, maintain relationships, propose opportunities to expand the business, and lead matrix teams. Some barriers to entry exist at this level (e.g., dept./peer review).
  • Job Complexity - Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Networks with key contacts outside own area of expertise. Builds on/Maintains external relationships of assigned accounts.
  • Supervision - Determines methods and procedures on new assignments and may coordinate activities of other personnel (Team Lead).
  • Communication Skills - Oral and written. Ability to develop and conduct presentations.
  • Collaboration Skills - Collaborate with internal and external audiences to solve problems.
  • Customer Service Skills - Aligns client needs with internal solutions.


This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the discretion of the Global Payments/TSYS.
Global Payments Inc. is an equal opportunity employer.
Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
Benefits:
Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: https://jobs.globalpayments.com/en/why-global-payments/benefits/
#LI-Remote
Position not referral eligible

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The Company
180 Employees
Remote Workplace
Year Founded: 2010

What We Do

At MineralTree, a Global Payments Company we look for new ways to improve and automate key financial processes. First up—traditional accounts payable. Tedious, time-consuming, and inefficient, AP needed disrupting. We founded MineralTree in 2010 to transform AP with our groundbreaking, end-to-end AP automation solution. Customer after customer, year after year, innovation after innovation—we are continually changing the way companies pay their vendors, making the process easy, impactful, and profitable!

With our award-winning solution, companies such as Amazon, Salesforce, Amway, Boston Celtics, Baltimore Ravens, BrightView Health, and the Southern Company have shifted accounts payable from a source of inefficiency and fraud risk to a secure and strategic profit center.

We provide modern, secure, easy-to-use Accounts Payable (AP) and payment automation solutions to organizations that have a painful number of invoices and payments. By uniting technology and passionate people, we make the process of business payments easy, impactful, and profitable. Our solutions combine ease of use with robust capabilities that drive meaningful insights, transforming the back office into a strategic partner of the corner office. Making businesses proud of their back office is our purpose.

In October 2021, MineralTree was acquired by Global Payments Inc. (GPN:NYSE). Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success, and we are proud to deliver best-in-class payment technology and software solutions.

Why Work With Us

We are in a growth stage with immense opportunities to learn, innovate, & collaborate in the B2B space under Global Payments. The recent acquisition has allowed us to maintain our culture while also adding value to a much larger organization. You should consider MineralTree if you are team oriented, passionate, purpose driven, & a problem solver.

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MineralTree, a Global Payments Company Offices

Remote Workspace

Employees work remotely.

Employees have the flexibility to work from wherever they work best! Our teammates cultivate meaningful connections through company-wide virtual Happy Hours, cultural initiatives, biweekly virtual Town Hall gatherings and in-person events.

Typical time on-site: None
United States

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