Customer Success Manager
Candex
About
Candex is a rapidly growing private global B2B fintech company on a mission to reshape the way businesses transact. Our tech-based solution makes purchasing fast and easy for enterprise buyers. Recognized in the ProcureTech 100 for Procurement Innovation, our SaaS Platform and accompanying services completely transform the buying experience for large companies around the globe. Buyers enjoy the simplicity of Candex for their purchases, vendors get paid faster, and procurement teams love the increased control they gain over purchases — Everyone wins!
We serve companies in the Global 2,000 and our existing clients include some of the world’s biggest corporations. We’ve raised over $85M from leading investors including Goldman Sachs, JP Morgan, American Express, Altos, Craft, and NFX. Available in almost 50 countries, Candex is expanding our already robust footprint and is looking for ambitious, fun people to join us on our mission to revolutionize the way businesses engage and pay their suppliers.
Position Overview
Candex is seeking a dedicated Customer Success Manager to coordinate the launch activities for new clients and expansions for existing clients into new countries, categories, or applications. In this role, you will collaborate closely with account leads and the R&D team, managing projects from the initial green light phase through to Go Live. You will be responsible for communicating with client teams, gathering all necessary materials, and aligning decisions on configurations and documentation to ensure a seamless client launch with Candex.
This position will report to the Director of Customer Success.
The Role
- Coordinate the launch of clients, including project management, technical coordination, training & communications plans.
- Identify, set up, and hold meetings with various internal and external teams to progress the project.
- Oversee and address any support and/or technical issues associated with clients during this period.
- Identify product enhancements, improvements, or expansions to meet the needs of Candex customers and create value for the organization and our clients prior to launch.
- Responsible for assembling documentation for each client relevant to training, systems, information, settings, configurations, contacts, etc.
- Responsible for communication around timelines, project management & action items.
- Understanding of the company’s products inside and out is essential.
Qualifications
- 3+ years of relevant experience working with enterprise companies.
- Knowledge of SaaS platforms and technology implementation in B2B environments.
- Bachelor’s or Advanced Degree preferred in areas such as Business, IT, Purchasing, Finance.
- Proficient in Google Suite and Microsoft Office Suite, specifically Excel and PowerPoint.
- Knowledge of customer service practices.
- Great at relationship building.
- Experience supervising others.
- Excellent oral and written communication skills.
- Strong interpersonal and organizational skills.
- Highly organized with meticulous attention to detail.
- Self-motivated and self-directed.
Advanced Skills
- Knowledge of technologies such as IT networking, internet technologies, web servers, and XML.
- Knowledge and/or experience with Purchasing systems and processes (Ariba, Coupa, SAP, Taulia, etc.).
- Knowledge and/or experience with Accounts Payable and Payment processes & software.
- Experience with Customer Relationship Management (CRM) software such as Salesforce.
- Certified Project Manager.
Why Work With Us
- We are humble, hungry, intelligent and collaborative
- Unlimited PTO and a flexible working environment
- We offer comprehensive medical, dental, and vision, Flexible Spending Account, Health Savings Account (with an employer contribution)
- We also provide Life Insurance, STD and LTD
- Wellbeing benefits through Employee Assistance Program, Spring Health and OneMedical
- 401(K) retirement plan
- Home Office Setup
- Team-building offsites and outings
Equal Opportunity Employer
Studies indicate that individuals from marginalized backgrounds, including women, often choose to apply for positions only when they fulfill all listed requirements. However, if you find that this role resonates with you even though you don't match every criterion, we strongly encourage you to get in touch with us. Our commitment to being an equal opportunity employer drives us to cultivate a workplace that celebrates diversity and inclusivity, embracing individuals from various backgrounds. Our hiring process prioritizes skills and abilities, and our wide-reaching outlook is something we take great pride in. Feel free to reach out!
