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Client Success Strategist
3 months ago
About Versapay
Versapay's Accounts Receivable Efficiency Suite is designed for expanding businesses that aim to achieve more with fewer resources. Our platform simplifies the invoice-to-cash workflow by automating invoicing, enabling B2B payments, and enhancing cash application through AI technology. Versapay seamlessly integrates with leading ERPs, empowering businesses to collect payments via a self-service portal while collaborating with customers and team members to address challenges that automation alone cannot resolve. With a workforce across the U.S. and Canada, and offices in major cities, Versapay supports over 10,000 clients and facilitates transactions exceeding $170 billion annually.
Are you ready to become a vital part of our team? Read on.
Our Core Values
- We prioritize our customers.
- We support one another.
- We celebrate diversity.
- We seek innovative solutions.
- We accomplish our goals.
- We take ownership.
Your Impact on Our Team and Your Career:
We are in search of a seasoned Client Success Strategist to join our Software-focused team. This position is perfect for a professional with a robust background in managing a strategic portfolio of clients, particularly in the Fintech or Payments sectors, who can utilize their expertise to serve as a trusted advisor to our clients.
This role offers an exceptional opportunity for a self-driven individual passionate about strategy and impact, eager to grow alongside our team.
Reporting to the Director of Customer Success, you will play a crucial role in delivering the outstanding experience our clients expect. Your mission will involve managing long-term relationships, gaining a comprehensive understanding of our clients' operations, and identifying innovative ways that Versapay's solutions can align with their goals.
Key Responsibilities:
Customer Lifecycle Management:- Ensure a smooth transition for clients from onboarding to sustained usage.
- Focus on increasing revenue from the existing client base.
- Conduct training sessions, regular check-ins, and Executive Business Reviews (EBRs).
- Collaborate with clients to develop and maintain Success Plans.
- Establish and monitor shared KPIs for retention and growth strategies, including cross-sells, upsells, renewals, and churn prevention.
- Work closely with sales, professional services, support, underwriting, marketing, and product teams.
- Advocate for client needs in product development initiatives.
- Partner with Customer Care to maintain visibility into client issues.
- Act as an advocate for high-priority requests.
- Facilitate cross-functional resolution efforts.
- Suggest scalable enhancements to the client journey.
- Identify and analyze multi-client issues to anticipate potential churn risks.
Qualifications:
- 5+ years of experience in Customer Success or Account Management roles within SaaS environments.
- Proven success in managing high ARR clients in the Fintech sector.
- Demonstrated experience in managing strategic accounts and engaging with C-level executives.
- Strong presentation skills with a history of delivering impactful proposals and reviews to senior leadership.
- Bachelor's Degree in Business, Marketing, Communications, Economics, or a related field.
- Familiarity with strategic account management methodologies and best practices.
- Proficiency in creating and delivering high-impact presentations to diverse audiences, including C-suite executives and decision-makers.
What You Bring to the Team:
- Customer Focus: A steadfast commitment to understanding client needs, making decisions based on their business impact.
- Strategic Insight: Ability to comprehend complex business scenarios and align Versapay solutions with client objectives.
- Relationship Management: Exceptional interpersonal skills to cultivate strong, long-term partnerships with key stakeholders at all levels.
- Analytical Skills: A data-driven approach to assess success and identify opportunities for improvement.
- Industry Knowledge: Comprehensive understanding of the payments landscape, ERP systems, and emerging trends in financial technology.
- Innovative Problem-Solving: Skilled at navigating complex technical and business challenges, with a proven ability to drive creative solutions.
- Leadership: Capability to influence cross-functional teams and drive initiatives that enhance client success and company growth.
- Flexibility: An adaptable approach to new challenges in a dynamic, fast-paced industry.
Salary: $85,000 - $105,000 a year. Total OTE ranges from $105,000-$130,000 CAD.
Commitment to Diversity:
We are dedicated to fostering an inclusive and accessible environment. Versapay is an equal opportunity employer and considers all applicants for employment without discrimination. Please inform us if you require accommodation during the recruitment or interview process, and we will work with you to ensure your needs are met.
