Customer Success Manager

Wholesail

Remote, US
Competitive compensation; meaningful equity; medic...
Remote
3-5+ years in saas
Experience with erps like netsuite quickbooks sage
Ability to handle complex accounting workflows
Wholesail is seeking a Customer Success Manager to join their remote team, focusing on improving customer relationships in the fintech space. The ideal candidate will have a strong background in SaaS and the ability to engage with complex accounting systems while driving customer success

Job Summary

  • Wholesail is building the financial network for wholesale trade by automating payments, credit, and reconciliation workflows.
  • The role involves operating as the CEO of your own book of accounts to drive financial results for customers and the company.
  • Benefits include competitive compensation, meaningful equity, medical/dental/vision insurance, and a $100 monthly phone stipend.

Matching Summary

Match Score: 85

Wholesail is seeking a Customer Success Manager to join their remote team, focusing on improving customer relationships in the fintech space. The ideal candidate will have a strong background in SaaS and the ability to engage with complex accounting systems while driving customer success.

Salary

Competitive compensation; Meaningful Equity; Medical, dental, vision, short-term disability insurance and 401K

Skills & Requirements

Must-have

  • 3-5+ years in SaaS
  • Experience with ERPs like NetSuite QuickBooks Sage
  • Ability to handle complex accounting workflows
  • Comfort discussing technical subjects internally and externally

Nice-to-have

  • Naturally curious about AI and automation
  • History of increasing responsibility or fast growth
  • Experience with Product Integrations
  • Strong business acumen for executive conversations

Key Requirements

  • 3-5+ years in SaaS
  • Background as Customer Success Manager or Solutions Engineer
  • Experience with ERPs and Accounting Concepts

Work Rights

Not specified

Tailored Resume

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