CSM

Key Responsibilities

Buyer & Stakeholder Management

• Own relationships across CFO, Treasury, Finance Ops, and IT teams
• Build strong advocacy at middle management levels
• Manage escalations, reviews, and quarterly strategic discussions
• Act as the single point of accountability for buyer programs

Program Scaling & Optimization

• Drive invoice flow growth and vendor participation
• Identify and resolve program bottlenecks
• Guide buyer-side decisions on policy, rates, and capital allocation
• Ensure smooth integrations and post-go-live support

Data & Analytics

• Track program performance across key metrics
• Perform basic analysis to identify trends and opportunities
• Translate insights into clear actions for internal teams and buyers
• Use data to support strategic conversations and decisions

Expansion & Cross-Sell

• Identify SaaS automation and lending opportunities
• Drive buyer-led vendor conversion initiatives
• Support nuanced conversations around rates, approvals, and urgency cases

What We're Looking For

Experience

• 1–4 years of experience in:

  • B2B fintech
  • SaaS program management
  • Enterprise customer success
  • Consulting / operations with client exposure

Skills

• Strong stakeholder management and communication
• Analytical mindset with comfort around data
• Structured problem solving
• Commercial awareness

Mindset

• Ownership > execution

• Proactive, not reactive

• Comfortable in ambiguity

• High accountability and bias for action 

  This role directly drives:

  • Program scale and revenue growth
  • Buyer satisfaction and retention
  • Cross-sell and expansion opportunities