Pmtbox

2 months ago

Customer Success Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Customer Success Manager to partner with enterprise customers post-implementation, ensuring maximum value from the pmtbox platform. Drive onboarding, manage relationships, identify risks and opportunities, coordinate with Engineering/Product/Operations, and help scale customer success processes in a fast-moving fintech environment.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Build strong relationships with customers and become a trusted partner to drive long-term value
•Guide customers through onboarding transitions and early adoption to maximize platform usage
•Navigate operational and workflow-related challenges, proactively identifying risks, gaps, or opportunities within accounts
•Coordinate with Operations, Engineering, Product, Sales, and Leadership to resolve issues and improve the customer experience
•Assist with customer training, enablement, and documentation to improve the customer-facing experience and retention

Pay and Benefits

Perks:Health InsuranceDentalVision401kTime Off

Key Requirements

•3-7+ years of experience in customer success, account management, onboarding, client services, or related roles
•Experience supporting B2B SaaS, fintech, ecommerce, payments, or operational software customers
•Comfortable communicating with both technical and non-technical stakeholders
•Ability to manage multiple customer relationships and priorities simultaneously
•Proactive, customer-oriented mindset with strong problem-solving and organizational skills

Experience:3-7 yearsFintechSaaSPaymentsEcommerceOperational software

Skills:CommunicationRelationship-buildingProblem-solvingOrganizationEmpathy

Languages:English

Company Brief

Pmtbox

Pmtbox provides a payment orchestration and accounts-payable automation platform that streamlines invoice processing, payments, and reconciliation, integrating with accounting systems and payment providers to improve cash flow visibility and operational efficiency for businesses.

Industry: Fintech Infrastructure

Website

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Pmtbox

2 months ago

Customer Success Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Build strong relationships with customers and become a trusted partner to drive long-term value
•Guide customers through onboarding transitions and early adoption to maximize platform usage
•Navigate operational and workflow-related challenges, proactively identifying risks, gaps, or opportunities within accounts
•Coordinate with Operations, Engineering, Product, Sales, and Leadership to resolve issues and improve the customer experience
•Assist with customer training, enablement, and documentation to improve the customer-facing experience and retention

Pay and Benefits

Perks:Health InsuranceDentalVision401kTime Off

Key Requirements

•3-7+ years of experience in customer success, account management, onboarding, client services, or related roles
•Experience supporting B2B SaaS, fintech, ecommerce, payments, or operational software customers
•Comfortable communicating with both technical and non-technical stakeholders
•Ability to manage multiple customer relationships and priorities simultaneously
•Proactive, customer-oriented mindset with strong problem-solving and organizational skills

Experience:3-7 yearsFintechSaaSPaymentsEcommerceOperational software

Skills:CommunicationRelationship-buildingProblem-solvingOrganizationEmpathy

Languages:English

Company Brief

Pmtbox

Industry: Fintech Infrastructure

Website