Customer Success Manager Technical Operations
Core
Managing client onboarding, technical integrations, and adoption for a SaaS Accounts Receivable Management solution.
Role type
Senior Customer Success Manager (Technical Operations)
Builds
Client integrations, data pipelines, and adoption plans for SaaS B2B clients
Domain
Financial services / Accounts Receivable / SaaS
Required skills
Project management, SQL, API integration, ERP/Accounting knowledge, SaaS B2B experience
Preferred skills
Technical account management, Business analysis, Financial domain expertise
Technologies
SQL, FTP, API, Windows Server, SQL Server, ERP systems
Responsibilities
Lead client integration projects from kickoff to production; Conduct functional workshops and data validation; Analyze data and resolve complex integration incidents; Drive post-production adoption and retention; Optimize onboarding processes and connectors.
Seniority
Senior, hands-on IC