Customer Success Manager jobs in United States
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Medius · 1 day ago

Customer Success Manager

Medius is a global leader in cloud-based spend management solutions, dedicated to simplifying accounts payable processes through innovation and technology. As a Customer Success Manager, you will engage with high- and medium-tier customers to enhance their experience, drive satisfaction and retention, and identify growth opportunities. This role requires strategic engagement and collaboration with internal teams to ensure customer success and satisfaction.

AccountingAnalyticsArtificial Intelligence (AI)FinTechInformation TechnologySoftware
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Growth Opportunities

Responsibilities

Prepare, document, and maintain customer success plans, tracking progress and measuring outcomes
Conduct Customer Business Reviews with high- and medium-tier accounts, translating customer data and process insights into clear business outcomes
Partner with Account Management to lead Account Governance Meetings, covering thought leadership topics, product roadmap updates, and high-level performance KPIs
Identify opportunities for additional modules or services and support the Account Management team in conversion and expansion efforts
Proactively identify at-risk customers and collaborate cross-functionally on mitigation plans and retention strategies
Support new business sales processes by demonstrating the value of the post–go-live phase and long-term customer success
Create and deliver self-service and TechTouch content, including FAQs, tutorials, webinars, and best-practice tips
Actively participate in and drive internal development initiatives across departments, serving as the voice of the customer

Qualification

Customer Success ManagementAccounts Payable ProcessesCommercial SkillsAnalytical SkillsSalesforceJIRAFreshdeskPower BIMicrosoft OfficeCommunication Skills

Required

2+ years of experience in a customer-facing role such as Customer Success, Account Management, or Consulting
Hands-on experience working with accounts payable processes and familiarity with the broader purchase-to-pay (P2P) domain
Demonstrated commercial skills, such as achieving sales results, making successful commercial decisions, or driving revenue growth
Strong communication skills with the ability to build trusted relationships and understand customer needs
Deep understanding of accounts payable processes and solid knowledge of end-to-end business processes
Strong commercial mindset with the ability to identify customer pain points and expansion opportunities
Excellent analytical and problem-solving skills with a proactive, data-driven approach

Preferred

Experience with tools such as Salesforce, JIRA, Freshdesk, Power BI, and Microsoft Office

Benefits

Medical, dental, and vision coverage
Paid time off
Retirement benefits

Company

Medius

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Medius is a provider of AP invoice automation solutions in the Cloud.

Funding

Current Stage
Late Stage
Total Funding
$3.69M
Key Investors
Advent InternationalInnovations Kapital
2022-03-16Private Equity
2017-08-02Acquired
2009-12-08Series Unknown· $3.69M

Leadership Team

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Jim Lucier
Chief Executive Officer
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Erik Hammarberg
Executive Vice President Corporate Development
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Company data provided by crunchbase