InvoiceCloud, Inc. · 6 hours ago
Customer Success Manager
United States
Full-time
Remote
Mid Level
$80K/yr - $95K/yrInvoiceCloud is a fast-growing fintech leader recognized with multiple awards for its innovative approach to digital payments. The Customer Success Manager will build strong partnerships with clients, ensuring they derive maximum value from the InvoiceCloud platform while driving retention and digital adoption initiatives.
Responsibilities
Builds trusted relationships with clients through proactive engagement, empathy, and clear communication
Understands each client’s business model, goals, adoption trends, and operational workflows to deliver tailored guidance
Recognizes early signs of risk and acts quickly to maintain satisfaction and prevent churn
Adapts communication style based on audience and context, ensuring clarity and alignment
Shares industry knowledge and best practices related to billing, payments, and customer engagement
Executes strategies that increase digital payment adoption, improve customer experience, and strengthen client retention
Drives measurable improvements across revenue influence, portfolio growth, adoption metrics, and client advocacy
Identifies upsell and cross-sell opportunities aligned with client objectives and produces high-quality customer success qualified leads
Uses Salesforce and internal reporting tools to track performance, analyze trends, and inform client action plans
Maintains strong focus on achieving quarterly and annual performance targets
Manages the full lifecycle of client engagement, ensuring consistency, follow-through, and proactive planning
Investigates client challenges and collaborates across teams to resolve issues effectively
Develops technical fluency in client integrations and workflows to guide troubleshooting and effective communication
Documents client discussions, action plans, and insights with accuracy to support continuity
Operates independently with strong judgment, anticipating client needs and addressing them promptly
Establishes scalable communication and engagement cadences to support a diverse book of business
Uses data dashboards, analytics, and structured workflows to prioritize activities and maximize impact
Applies strong time-management and organizational skills to balance multiple client initiatives simultaneously
Identifies operational inefficiencies and provides data-backed recommendations to clients and internal teams
Leverages automated tools, templates, and process improvements to enhance delivery and productivity
Brings creative strategies to clients that improve adoption, streamline workflows, and strengthen digital performance
Shares new insights and best practices informed by industry trends and peer comparisons
Uses AI-assisted tools to analyze client data, prepare messaging, and uncover actionable improvements
Experiments with new engagement formats and ideas that elevate client experience and support better results
Continuously looks for ways to enhance internal processes and customer success delivery
Qualification
Required
Strong relationship management experience with a track record of driving retention and growth
Experience supporting clients in person and via virtual communication tools (Teams/Zoom)
Excellent verbal, written, presentation, and interpersonal communication skills
Customer-driven and results-oriented, with the ability to influence decision-making
Strong organizational, planning, and time-management skills
Experience working independently and managing multiple priorities in a fast-paced environment
Proficiency with Microsoft Office tools and Salesforce
Preferred
Background in electronic billing, payments, merchant services, or related SaaS platforms
Benefits
Medical, dental, vision, life & disability insurance
401(k) plan with company match
Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
Mental health resources
Paid parental leave & Backup Care
Tuition reimbursement
Employee Resource Groups (ERGs)
Company
InvoiceCloud, Inc.
InvoiceCloud provides modern digital payment, customer engagement, and outbound disbursement solutions.
Founded in 2009
201-500 employees
H1B Sponsorship
InvoiceCloud, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (5)
2022 (4)
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Bob Bennett
CEO
Bob Lapides
President Government, Utilities and Business Services Division and Co-Founder of Invoice Cloud
Company data provided by crunchbase