Customer Success Manager
Core
Drive retention and revenue growth for a portfolio of business payment customers through proactive engagement and strategic advisory.
Role type
Senior Customer Success Manager (SaaS/B2B)
Builds
Customer retention, upsell/cross-sell opportunities, and strategic partnerships for Bottomline Technologies' payment solutions.
Domain
Financial Services / Business Payments / Cash Management
Deliverable
client delivery
Required skills
SaaS Customer Success or Account Management, commercial mindset, upselling and cross-selling, data-driven growth strategies, customer health monitoring, cross-functional collaboration
Preferred skills
Experience with Rest of World Banking, process orientation, KPI management
Technologies
CRM tools, data analytics platforms, payment processing systems
Responsibilities
Develop long-term customer relationships and protect revenue; act as a strategic advisor to identify upsell/cross-sell opportunities; monitor customer health scores and resolve issues; serve as the primary engagement point for monthly reviews; work cross-functionally with sales, support, and product teams to drive customer success.
Seniority
Mid-Senior, hands-on IC