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Obol · 2 weeks ago

Financial Customer Success Manager/ Solution Engineer

United States

Full-time

Remote

Mid Level

3+ years exp

Obol is redefining how businesses manage cash flow with its innovative platform designed for finance teams. The Financial Customer Success Manager/Solution Engineer will build strong client relationships, providing tailored solutions and ensuring customer satisfaction while working closely with sales and product teams.

AnalyticsFinanceFinancial ServicesFinTechSoftware

Responsibilities

Build and maintain strong, long-lasting client relationships to ensure customer satisfaction and retention

Develop a deep understanding of customer financial processes to provide tailored, value-driven solutions using Obol’s platform

Translate customer's existing cash flow management workflows around AR, AP, forecast assumptions and growth metrics into tangible actions on the Obol platform

Serve as the lead point of contact for all customer account management and solution delivery needs

Ensure timely and successful delivery of solutions aligned with customer goals and objectives

Collaborate with sales and product teams to identify expansion opportunities and enhance customer outcomes

Conduct onboarding sessions and regular check-ins to ensure clients are fully leveraging Obol’s capabilities

Prepare and deliver client reports on performance metrics and account health

Troubleshoot and assist with complex client requests or escalations as needed

Qualification

Customer success experienceFinance backgroundFinancial workflows understandingCRM tools experienceAnalytical mindsetRelationship managementProblem-solving skillsCommunication skills