Customer Success

Posted 5 Days Ago
2 Locations
Entry level
Fintech • Information Technology • Payments • Financial Services
The Role
The Customer Success role at Zamp involves guiding clients through onboarding, facilitating contract signing, and maintaining long-term relationships to ensure customer satisfaction and retention. You'll act as an advocate for clients, addressing concerns and driving user adoption.
Summary Generated by Built In

About Zamp:


We’re on a mission to change the way the world does finance.


The Problem We Are Addressing: Today, finance teams worldwide grapple with challenges of fragmentation, lack of real-time data, and manual repetitive processes. These processes are labor-intensive and time-consuming, often preventing focus on more strategic areas that could drive growth and innovation.


Fragmentation stems across multiple financial partners for banking, payments, credit, and investments - and this multiplies by country for global organizations. In addition, it is not uncommon for a mid-market enterprise company to have 25+ point SaaS vendors for various finance processes (e.g. A/P, A/R, Tax, Treasury), most of which don’t integrate with each other.


The need to navigate disparate systems, reconcile data from multiple sources, and manage routine tasks manually not only increases the risk of errors but also limits the teams’ ability to provide timely and insightful financial analysis.


The Future of Finance: We strongly believe there’s a different way. A different way for finance teams to operate. A different way for software to be built. A different way for the world to work.


We are building for a world where we enable companies to run finance on auto-pilot and scale fearlessly!


We are building a financial platform for the future - one where:


- Connectivity to banks, partners, and systems is in real-time.

- New workflows can be built on the fly through AI, dynamically customized to each user and use case - replacing the need for fragmented, vertical SaaS solutions.

- AI insights are at scale and in real-time, better than BI teams’ capability today.

- AI agent bots replace all manual and repetitive work.


This will make finance global, real-time, and intelligent. It will free up time and resources, and enable more informed decision-making. It will be magical - and bring back calm and joy to finance teams worldwide. Join us on this mission to change the way the world does finance!


About the Founder: Amit Jain, our founder, is an IIT Delhi and Stanford graduate with over 20 years of industry experience. He has held significant roles such as Managing Director at Sequoia Capital and Head of Asia Pacific at Uber. Amit's vision and leadership are steering Zamp towards a revolutionary future in finance.


About Our Investors: Zamp raised ~$22Mn in our seed funding round from notable investors including Sequoia Capital, Dara Khosrowshahi (CEO, Uber), Tony Xu (CEO, DoorDash), Marcelo Claure (ex-CEO, SoftBank International), and other prominent angel investors. Their support and belief in our vision underscore our potential to transform the financial technology landscape.


About the Role:

The Customer Success role at Zamp is pivotal in building lasting relationships with our clients, driving user adoption, and ensuring customer satisfaction and retention. You will be the customer's advocate within Zamp, ensuring their voices are heard and their needs met.

Key Responsibilities:

  • Guide new clients through the onboarding process, ensuring smooth transitions and timely completions.
  • Facilitate the signing of necessary contracts and ensure all security approvals are obtained.
  • Develop and maintain strong, long-term relationships with clients to foster trust and satisfaction.
  • Address any customer concerns promptly and effectively, ensuring high levels of satisfaction.
  • Be available to clients, maintaining an approachable and responsive demeanor (“be one phone call away”).
  • Foster personal connections by taking key stakeholders out for dinners and other relationship-building activities.
  • Address technical queries related to our API products, including resolving issues related to breaking changes and other technical questions.
  • Collaborate with the product and tech teams to ensure seamless integration and usage of Zamp’s API products.
  • Conduct regular check-ins and business reviews with clients to ensure they are achieving their desired outcomes with Zamp's solutions.
  • Proactively monitor customer health and engagement, identifying and addressing any potential issues or risks.
  • Create and deliver training sessions and resources to help customers maximize the value of our products.
  • Collaborate with the product, marketing, and sales teams to provide customer feedback and insights, contributing to the continuous improvement of Zamp's offerings.
  • Develop and implement customer success plans, outlining clear goals, milestones, and strategies for client success.
  • Track and report on key customer success metrics, such as renewal rates, churn rates, and Net Promoter Scores (NPS).

Qualifications & Skill Set Required:

  • Bachelor's degree in Business, Marketing, or a related field.
  • 3+ years of experience in a customer success, account management, or related role, preferably in the B2B fintech industry.
  • Strong understanding of financial products and services, with the ability to quickly learn and articulate the benefits of Zamp's offerings.
  • Excellent communication and interpersonal skills, with a talent for building rapport and trust with clients.
  • Proactive problem-solving skills, with the ability to identify issues before they escalate, and implement effective solutions.
  • Experience working with CRM systems and customer success tools.
  • Data-driven mindset, with the ability to analyze and interpret customer data to drive decision-making.
  • High level of empathy and a customer-centric approach, with a passion for helping clients succeed.
  • Strong organizational skills and attention to detail, with the ability to manage multiple clients and priorities simultaneously.
  • Ability to work collaboratively in a fast-paced, startup environment, adapting to changing priorities and needs.

Our Culture and Benefits:


Join us at Zamp, where ideas lead, communication flows openly, and builders are empowered. We're transparent and believe in meritocracy. Be part of our early team, working closely with the founders, and unleash your creativity. We work hard, hustle, and aim to deliver exceptional products and experiences.


Perks:

- Competitive salaries and stock options with substantial potential upside.

- Collaborate with top talent.

- Diverse and inclusive workspace.

- Comprehensive medical insurance for employees, spouses, and children.

- A culture celebrating every victory.

- Continuous learning and skill development opportunities.

- Enjoy good food, games, and a comfortable office environment.

The Company
San Francisco, California
46 Employees
On-site Workplace
Year Founded: 2022

What We Do

Zamp is a financial technology company with a bold vision of reimagining the future of finance. Our aspiration is global. Our customer focus is global. We are leveraging the latest technology and on a quest to build a global-best product. Join us in our rocketship journey - write to "[email protected]". We raised ~$22Mn in our seed funding round from Sequoia Capital and prominent angel investors such as Dara Khosrowshahi (CEO, Uber), Tony Xu (CEO, Doordash), Marcelo Claure (ex-CEO, Softbank International) - full list of investors here. Our founder is Amit Jain. Amit was an ex-Managing Director at Sequoia Capital in Singapore prior to starting Zamp. Prior to Sequoia, Amit was Head of Asia Pacific for Uber

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