Customer Success Manager

Responsibilities

• Own relationships across CFO, Treasury, Finance Ops, and IT teams to build strong advocacy.
• Manage escalations, reviews, and quarterly strategic discussions as the single point of accountability.
• Drive invoice flow growth, vendor participation, and program scaling.
• Identify and resolve program bottlenecks and guide buyer-side decisions on policy and capital allocation.
• Track program performance across key metrics and translate data insights into actionable strategies.
• Identify SaaS automation and lending opportunities to drive expansion and cross-sell revenue.

Requirements

• 1–4 years of experience in B2B fintech, SaaS program management, or Enterprise customer success.
• Proven experience in consulting or operations with direct client exposure.
• Strong stakeholder management and communication skills.
• Analytical mindset with comfort working around data to identify trends.
• Structured problem-solving abilities and commercial awareness.
• High level of accountability with a proactive, ownership-driven mindset.

About the Company

Cashflo provides B2B fintech solutions designed to optimize working capital and automate financial operations for enterprises.