Customer Success Manager
Career Renew is recruiting for one of its clients a Customer Success Manager. This is a fully remote role for US-based candidates.
Salary Range: $96-128K USD plus benefits plus equity.
We are building the financial infrastructure for wholesale trade --- a $55 trillion industry that still runs on paper invoices, manual collections, and gut-feel credit decisions. Our platform handles payments, credit underwriting, accounts receivable, and collections for wholesale buyers and sellers, starting with food and beverage. We've also launched the first proprietary credit bureau for small food businesses in decades, giving distributors real visibility into how their buyers pay --- and we're now building agentic AI capabilities to automate the collections process entirely.
What we're looking for:
We need someone with 3-5 years of experience in customer success, account management, or solutions engineering within a technically complex SaaS environment. You should be comfortable digging into ERP integrations, accounting workflows, and operational processes --- and have a track record of proactively driving customer outcomes rather than waiting for renewal dates. Bonus points if you have experience with fintech/payments software, hospitality or food & beverage industry background, or have been an early post-sales hire at a startup.
What you'll do:
- Own a book of 70-100 accounts across various ERP integrations (QuickBooks, NetSuite, Entree, and others), acting as the CEO of your portfolio to drive payment volume, share of wallet, and customer stickiness
- Conduct deep discovery with customers to understand their unique accounting and operational workflows, mapping our product into their environment and identifying expansion opportunities
- Lead executive-level conversations with Controllers, CFOs, and operators through quarterly business reviews and proactive outreach campaigns
- Drive adoption of key product features like auto-pay, agentic collections capabilities, and credit bureau insights --- often overcoming customer inertia to push them toward better outcomes
- Monitor account health indicators (payment volume trends, share of wallet changes) and proactively create structured mitigation plans for at-risk accounts
- Serve as a critical feedback channel to the Product team, translating customer pain points and opportunities into actionable product insights
- Work cross-functionally with Sales, Product, and Implementation teams to ensure seamless customer experiences from onboarding through long-term partnership
- Leverage AI and automation tools to streamline internal workflows and help customers think about their own automation journey
Requirements:
- 3-5 years in SaaS customer success, account management, or solutions engineering in technically complex environments (Mandatory)
- CSM, AM, or Solutions Engineer in technically complex SaaS (not simple marketing/analytics tools) (Mandatory)
- Worked with non-tech customers (distribution, food service, blue-collar industries) (Nice-to-have)
- Series A-C startup experience, bonus points if selling to distributors (Nice-to-have)
- Founding or early post-sales hire at a company (Nice-to-have)
- Hospitality or restaurant industry background (Nice-to-have)
- Experience with ERP systems or ERP-integrated software (Mandatory)
- Familiarity with payment, AR, or fintech-adjacent software (Nice-to-have)
- Familiarity with AI/automation tools for workflow optimization (Nice-to-have)
- Strong verbal and written communicator: Can lead executive conversations with CFOs and Controllers (Mandatory)
- Discovery-oriented and curious - asks questions, digs deeper, and is solution-oriented (Nice-to-have)