🛠 Tech Stack

💼 About This Role

You'll manage a large portfolio of SMB customers using a scaled engagement model, driving product adoption and growth. You'll leverage data insights and automation to deliver timely outreach and identify high-potential accounts for deeper support.

🎯 What You'll Do

• Manage and engage a large SMB portfolio with programmatic, scaled approach.
• Drive product adoption through playbooks, campaigns, and trigger-based outreach.
• Identify growth opportunities and expansion signals for cross-sell and increased usage.
• Qualify high-potential accounts for transition to high-touch CSM portfolios.

📋 Requirements

• 2-4 years in Customer Success, Account Management, or similar customer-facing role.
• Experience managing large customer portfolios in a scaled or tech-touch model.
• Strong understanding of customer lifecycle, adoption, and retention drivers.
• Data-driven with ability to use CRM systems (Salesforce) and automation tools.

✨ Nice to Have

• Experience with SMB customers in cross-border payments, fintech, or ecommerce.
• Familiarity with Salesforce, Salesloft, or customer engagement platforms.
• Background in payments, banking, or financial services.

🎁 Benefits & Perks

• 🏖️ Paid time off and sick leave
• 🏥 Health insurance including disability and life insurance
• 💰 401k plan
• 🎁 Discretionary year-end bonus

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min