Customer Success Manager, Finley
Debt capital raise and management for businesses
Open for applications
Debt capital raise and management for businesses
21-100 employees
Open for applications
21-100 employees
Company mission
To accelerate the pace of capital, starting with tools for debt capital borrowers and providers.
Role
Who you are
- 3+ years experience in a customer-facing role at a B2B SaaS company
- Excellent communication and relationship-building skills
- Passion for technology and an ability to pick up new skills quickly
- Strong sense of customer empathy and desire to help customers succeed
- Interest in financial technology (academic or professional background in finance is welcome but not required)
- Problem-solvers. You focus on delivering outcomes by identifying opportunities for automation and training customers to maximize product usage
- Collaborators. You like collaborating with teams across the company, including Sales, Product, and Capital Markets. You stay intellectually honest, challenge others without ego, and believe that the best solutions only emerge when everyone brings their perspective to the table
- Customer advocates. You enjoy making customers successful and can think creatively about ways Finley can build features to support debt capital management
- Team-builders. You look forward to helping recruit, train, and mentor a team of Customer Success professionals at Finley
What the job involves
- Work with Finley’s Capital Markets team to ensure Finley customers are able to activate and onboard Finley’s software quickly and efficiently
- Conduct customer trainings on Finley software and update customers on new Finley feature releases
- Conduct regular check-ins with customers to make sure they are able to get business value from Finley
- Assist in preparation of monthly customer reports by gathering data on bank account balances, financial statements, and vendor invoices
- Maintain accurate customer updates in Salesforce and develop initial processes for gauging customer health
- Ensure a best-in-class customer experience by working with teams across Finley to develop and implement a customer management playbook
- Proactively monitor customer usage to identify support opportunities
Our take
In the world of debt capital, companies have often hired analysts and lawyers to keep tabs on credit compliance, using archaic tools that are not designed for the modern needs of legal and financial institutions. These tools can exacerbate what can already be a costly endeavor and bars the industry from being as transparent as modern banking requires. Finley tackles these age-old problems by educating and consulting companies, whilst developing its Capital Markets Command Center software for the simplification of debt capital raising and management.
Through its staple product, Finley automates time-consuming processes and manages information through centralization, making it easier for companies to track their finances and credit in the short and long term. Co-founded by former employees of Palantir Technologies, JP Morgan, and Nova Credit, Finley was built by a team that knows what companies need when it comes to debt capital management.
With Series A funding behind it, Finley will continue growing its product, developing new solutions and expanding its support for various types of debt capital. This is all at a time when visibility and control are more crucial than ever for businesses navigating unpredictable waters.
Freddie
Company Specialist
Insights
Few candidates hear
back within 2 weeks
119% employee growth in 12 months
Company
Funding (2 rounds)
Jan 2023
$17m
SERIES A
Jun 2021
$3m
SEED
Total funding: $20m
Company benefits
- Open, collaborative workplace - We learn from each other every day, and we believe great products start with great teams
- Competitive salary and benefits - From compensation to company retreats, we're committed to helping you thrive
- Remote-friendly - Come to the office—or not. We believe you should work where you're most effective
Company HQ
Mid-Market, San Francisco, CA
Articles
Leadership
Jeremy Tsui
(CEO & Co-Founder)Previously Associate at Goldman Sachs, Founder of Museum of Memories and Senior Consultant at Oliver Wymans.
Kevin Suh
(CTO & Co-Founder)Previously Engineering Manager at Nova Credit, Co Founder and CTO at Toki, Software Engineer at Dinner Lab, Inc and Consulting Intern at Analysys Mason.
Josiah Tsui
(Co-Founder)Previously Product Marketing Manager at Ironclad, Inc and Business Development at Palantir Technologies.
Salary benchmarks
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