Melio

Melio

Customer Success Manager

New York City

Work authorization required$70k-$85kDetected 137 days ago
RESTData VisualizationSalesforceCRMAccount ManagementCustomer SuccessLeadershipCommunicationMentoring

About the role

  • Additionally, you will regularly surface customer feedback to internal stakeholders, including leadership, Product, Voice of the Customer, and Strategy teams to continue to enhance the platform.
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.

Responsibilities

  • Own all strategic actions associated with customer engagement and retention efforts.
  • Work collaboratively alongside relevant Melio departments to ensure the voice of the customer is constantly elevated in a digestible, actionable format, and that the customer is receiving the utmost support and satisfaction.
  • You will act as a consultant at key milestones to ensure long-term success, drive deeper platform usage, and identify new avenues for expansion.
  • You will own the consolidation of this feedback as well as the packaging and presentation of the insights.
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.
  • Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft.

Requirements

  • 3+ years of experience in Customer Success, Account Management, Sales, or any client facing role.
  • Experience in a scaled customer success environment, maximizing impact for a large range of clients through scalable motions executed at key moments in a customer's journey.
  • Proven ability to adopt new technologies and teach others effectively.
  • Strong communication and sales acumen, with the ability to understand the true needs of the customer, helping them tap into the full value of Melio's platform for their unique business.
  • Has a track record of taking on additional responsibilities outside of their direct scope, showing a natural curiosity.
  • Execute proven sales methodologies to guide strategic customer conversations, deepen discovery, and influence outcomes for the customer and the business.
  • Takes an analytical, strategic approach to our customers' success, constantly iterating to improve the whole customer experience.
  • Excited to bring new processes and procedures to continue to develop the customer journey at Melio.
  • Enjoys working cross-functionally with other teams across the organization on a diverse range of internal and customer-facing initiatives.
  • Excellent time-management skills, as well as the ability to remain flexible as the company and role evolves.
  • Passionate about speaking with and building relationships with small business owners, helping their businesses succeed with Melio.

Nice to have

  • Experience working with small businesses in an account management or customer success capacity.
  • Prior experience working in a SaaS environment and/or in the financial technology space
  • 1+ years experience utilizing a CRM software system, Salesforce preferred.

Compensation

  • The annual base salary range for this position is $70,000 - $85,000 with an with an additional bonus component

Benefits

  • Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week.
  • Melio's diversity, equity and inclusion efforts have always been a top priority within our team.
  • DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity.
  • Continuously evaluate customer health signals and feedback to surface churn risks and growth pathways across the customer lifecycle.
  • Share ownership of "one-to-many" motions (e.g. webinars), when required, to support customer education at scale

Company info

  • As a Customer Success Manager, you will manage Melio's most valuable customers, overseeing the strategic growth and retention of top-tier accounts.
  • About Melio USA:
  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
  • The annual base salary range for this position is $70,000 - $85,000 with an with an additional bonus component
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
  • Food
  • Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment.
  • We are dog friendly as well!

Equal opportunity

  • We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds.

Visa & Work Authorization

  • This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

This listing is sourced directly from Melio's careers page and normalized into a canonical job model.