Customer Success Manager, Banyan Infrastructure
$118-145k
More information about location
Project finance platform
Job no longer available
Project finance platform
21-100 employees
Job no longer available
$118-145k
More information about location
21-100 employees
Company mission
To accelerate the deployment of sustainable infrastructure projects everywhere.
Role
Who you are
- 5+ years of professional working experience with a minimum of 3 years prior experience in a Customer Success, Account Management, or similar role
- Strong relationship building skills; proven experience working with and influencing key decision makers (VP level and above decision makers)
- Experience empathizing with and balancing the needs of internal and external project stakeholders; ability to mediate, negotiate, and problem solve
- Excellent project management and organizational skills with meticulous attention to detail to manage multiple projects with competing timelines and deadlines
- Strong written, verbal, and presentation skills to guide conversations, influence stakeholders, drive progress, and facilitate trainings with broad audiences
- Cultural and emotional intelligence to connect with a wide variety of individuals in a diverse environment with global reach
- Intellectual curiosity and self-awareness to identify knowledge gaps or development areas; ability to apply learnings and adapt to new situations
- Ability to thrive in a startup environment - take initiative, prioritize, problem solve, and deliver consistently high quality work amidst ambiguity and with limited oversight
- Knowledge of core enterprise software and and how they work together at a functional level
- Passion for and commitment to Banyan’s mission and values
- Exposure to project finance, finance, or investing is a plus (not required)
What the job involves
- The Customer Success Manager (CSM) sits at the intersection of product and customer. They serve as an internal advocate and champion for our customers
- Every customer is unique and every day you’ll face new, complex problems that keep the job interesting and exciting. The CSM is the trusted point of contact for our customers and ensures an outstanding experience with Banyan
- Own the relationship with your assigned customers from implementation through their lifetime with Banyan - focusing on time-to-value, adoption, and the end-to-end experience of our customers
- Lead and facilitate customer meetings, including discovery sessions, to build a deep understanding of our customers’ current and evolving needs, as well as identify and address any roadblocks or potential risks to on-time delivery
- Develop and maintain customized success plans that: outline critical success factors and metrics, mitigate potential issues, accelerate onboarding and adoption, and overall, provide the customer with a path to achieve their desired outcomes with Banyan
- Ensure customers are made aware and take full advantage of all features and services, resulting in strong customer health and retention
- Serve as the voice of the customer; gather product feedback and requests, understand their use case and pain points, advocate cross-functionally for new features and initiatives that enable us to better serve customers, maximize value and retention
- Create onboarding materials and conduct training and enablement sessions for customer champions, trainers and end users to help them achieve their business outcomes and ensure a smooth customer experience from day one
- Manage and triage incoming support requests through resolution; ensure customers are updated regularly on delivery of requests, fixes, or documentation
- Run and maintain regular cadence calls and value-based business reviews with customers. Become deeply familiar with your customers’ businesses and help them understand the value Banyan delivers
- Exposure and opportunity to shape broader strategic customer success strategy (organization structure, geographic expansion, up-sell/cross-sell incentives, etc.)
- Work closely with the founders, executives, and cross-functional teammates
- Develop cutting edge industry expertise in fintech and climate tech -- work directly from customers to learn the ins and outs of capital markets, financial products, and the technologies that drive the sector’s innovation
- A collaborative and supportive team of smart, passionate people who are all focused on a common goal
Otta's take
Sam Franklin
CEO of Otta
Growth in economic reasons for green infrastructure projects have increased corporate interest, yet investment into this sector is a largely manual, inefficient process hindered by aged complexities that have barely evolved. Banyan Infrastructure was created to provide the means for accelerated investment into this market through modern tech and a fresh approach.
The company offers an all-in-one project finance solution that allows clients to simplify their sustainable infrastructure portfolio. This allows global capital markets to meet the need for access to clean energy, water, transportation, and other critical infrastructure while enriching shareholders and growing a profitable revenue stream.
Banyan has seen significant growth since its launch and proof of its success can be seen in the funding secured in a recent Series A round led by VoLo Earth Ventures with several notable venture capital firms. Banyan, now valued at $47 million, will scale its go-to-market engine and enhance support to current customers, and these strategic moves are likely to propel the company to future success.
Insights
Company
Funding (last 2 of 3 rounds)
Mar 2023
$25m
SERIES B
Jun 2022
$8.2m
SERIES A
Total funding: $39.2m
Company benefits
- Top tier health plans
- At work meal offerings
- Fitness benefits
- Well-being and growth through professional development
- Parental leave
- Flexible time off policy
- Flexible work
Company HQ
The East Cut, San Francisco, CA
Articles
Founders
Amanda Li
(COO)Previously a Management Consultant at McKinsey & Company and an Investor at Generate Capital and Obvious Ventures.
Ryan Wartena
(Advisor)Ryan was previously the CTO at iCeL Systems, a co-founder who held numerous roles at Geli, and co-founder and Board Member at Black Rock Labs.
Will Greene
(CEO)Before co-founding Banyan, Will held a number of senior roles including Head of Department of Analytics at KIXEYE, Head of Analytics Engineering at Twillo, VP of Technology at Revel Systems and CTO at Treez.
Tad Neeley
(President)Previously SVP of Corporate Development and Finance at Glacial Energy, co-founder and CFO at Star Energy and the Director of Corporate Finance at Sundrop Fuels.
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