Settle · 1 day ago
Customer Success Associate
United States
Full-time
Remote
Mid Level
$75K/yr - $95K/yr
3+ years expSettle is dedicated to fueling the success of small and mid-size businesses in the CPG industry through effective cash flow management. They are seeking a Customer Success Associate to manage a portfolio of SMBs, ensuring customer success and engagement while identifying revenue opportunities.
B2BFinanceFinancial ServicesFinTechManagement ConsultingPaymentsSoftware
No H1B
Responsibilities
Manage and help grow a portfolio of small and mid-sized businesses: Oversee a portfolio of SMBs with a focus on reducing churn, uncovering revenue opportunities, and ensuring customer success
Listen to customer needs and problem-solve: Engage with customers to understand their challenges and facilitate their success by leveraging Settle's Working Capital and Bill Pay Solutions
Facilitate regular customer engagement: Coordinate customer check-ins, including quarterly business reviews, credit meetings, and product feedback sessions
Proactively engage with customers: Initiate proactive communication to monitor and support their business objectives, achievements, and significant milestones
Collect and provide competitive insights: Gather regular customer feedback to deliver valuable competitive insights to product and engineering teams
Stay updated on product knowledge: Maintain expertise on the latest features, products, and best practices across our suite of offerings
Collaborate with the Credit team: Work closely with our Credit team to effectively manage our existing working capital portfolio
Work closely with sales counterparts: Work with the sales team to ensure a smooth transition for customers
Record customer interactions in Salesforce CRM: Maintain comprehensive records of customer interactions and communications within Salesforce CRM
Be a connector: Match customers to opportunities with internal stakeholders from partnerships, marketing, product, and more
Qualification
Required
3-5 years previous experience in customer success or account management, preferably in the fintech or credit industry
Demonstrated commitment to exceeding expectations and consistently going the extra mile to advocate for customers
Strong written and verbal communication skills, ensuring seamless interactions with customers and internal teams
Level-headed when working through challenging customer situations and resolving escalated issues to ensure customer satisfaction
Ability to move quickly and learn new things in a fast-paced environment
Ability to work well independently, prioritizing day and workload for success, while also working great within a team environment
Comfortable navigating through internal change management
Ability to work cross functionally, including partnering with operations, data, engineering, legal, and capital markets stakeholders
Team player, willing to jump in and support members of the wider customer success, support, and business operations team
Versed in Google Suite and Salesforce and knowledgeable with other CS-related software such as Notion, Chorus, Intercom, and/or Metabase
Ability to create reports and consolidate data to provide customers or internal stakeholders
Benefits
Unlimited PTO
Flexible and remote work culture
Competitive compensation and equity
Health, dental, and vision coverage for you and your dependents
401k
HSA/FSA
Employee Referral Program
Company
Settle
Settle is a cash-flow management platform that helps e-commerce and consumer brands manage their financial transactions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$521MKey Investors
Silicon Valley BankRibbit CapitalKleiner Perkins
2023-07-25Debt Financing· $145M
2022-06-16Debt Financing· $280M
2021-11-17Series B· $75M
Leadership Team
Shane Moriah
Chief Technology Officer
Recent News
Morningstar.com
2025-09-10
2025-07-30
Company data provided by crunchbase