200+ applicants

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Company

Original Job Post

AvidXchange, Inc. · 2 days ago

Customer Success Manager

United States

Full-time

Hybrid

Entry, Mid Level

2+ years exp

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Insider Connection @AvidXchange, Inc.

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Serve as the point of contact for small customers.

Consult with Customer Success, Customer Onboarding, and Customer Care to facilitate answers to customer questions.

Proactively check-in with customers to discuss payment adoption and identify reasons for under or overachievement.

Complete Salesforce entries to document reasons for under or overachievement on payment adoption.

Identify trends related to low adoption and communicate them to management.

Assist customers with challenges contributing to underachievement of payment adoption by reviewing payment reporting, trends, and support cases.

Engage internal teams to address technical or process issues and recommend best practices to improve payment success rate.

Shadow Customer Onboarding projects and other Customer Success functions to learn the full customer experience.

Gather and prioritize customer feedback, looking for trends and anomalies.

Direct customers to self-service resources like the AvidXchange Community.

Report inaccurate or missing information to appropriate teams to enhance self-service resources.

Perform other duties as described.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Proficient in Microsoft WordProficient in ExcelProficient in PowerPointUniversity degreeRelevant experienceCollecting informationAnalyzing informationAvidXchange products knowledgeBasic understandingCustomer relationship experienceProblem-solvingHighly organizedAttention to detailCuriousRelationship skills work ethicHighly self-motivatedDetail orientedAnalyticalTeam playerSalesforceSharePoint Interest in Data CollectionAnalysis

Required

2+ years of experience in a Customer Engagement related field

Proficient knowledge of Microsoft Word, Excel and PowerPoint

Proficient verbal and written communication skills

Highly organized and ability to multi-task, serve needs of multiple customers

Attention to detail, curious, and problem-solving mindset

Typically requires a University Degree or equivalent experience and 2+ years prior relevant experience

Bachelor’s Degree or equivalent experience

Relationship skills desired to drive visibility and change

Proficient in collecting, analyzing and synthesizing information from a variety of channels

Basic understanding of the AvidXchange products

Strong work ethic and highly self-motivated

Detail oriented, analytical and curious

Team player

Customer Relationship Experience

Preferred

Knowledge of Salesforce and SharePoint a plus, but not required

While experience is not required, candidate should have a strong interest in data collection and analysis

Benefits

Healthcare

Dental Insurance

Life Insurance

Long-Term Disability Insurance

Short-Term Disability Insurance

Employee Assistance Program

Onsite Health Clinic

401k Match

Parental Leave

Discounts on Insurance

Financial Wellness Tool

Childcare Service

Perks at Work

Onsite Gym and Fitness Facilities

Tuition Reimbursement

Hybrid Workplace Flexibility

Free Parking

Company

AvidXchange, Inc.

Glassdoor

3.2

AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle market businesses and their suppliers.

Founded in 2000

Charlotte, North Carolina, USA

1,001-5,000 employees