Customer Success Manager

Posted 9 Hours Ago
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Ramat Gan
Mid level
Fintech • Financial Services
The Role
The Customer Success Manager at Candex oversees the launch activities for new and existing clients. Responsibilities include project management, technical coordination, communication, and documentation. They ensure client needs are met and manage any challenges during the launch period.
Summary Generated by Built In
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

The Customer Success Manager is responsible for coordinating the launch activities of new clients, as well as with existing clients for new countries, categories or applications. They will work closely with the account leads and R&D to provide overall project management during the launch period, from green light through Go Live. The Customer Success Manager will be responsible for working with the client teams on communicating and gathering all materials, aligning decisions on configuration and documentation required to take a client live with Candex. 

This position will report to the Director, 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
  • Capable of working hours Monday-Friday 11am-8pm with flexibility (Friday can end early)

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
  • Excellent oral and written communication skills
  • Strong interpersonal and organizational skills
  • High attention to detail
  • Self-motivated and self-directed

Advanced skills

  • Bachelor’s or Advanced Degree preferred in areas such as Business, IT, Purchasing, Finance
  • 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 
  • A flexible working environment
  • We offer scalable benefits, rewards, and perks, our total rewards programs reflect our commitment to inclusivity and access for all
  • Team-building off-sites 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!

Top Skills

SaaS
The Company
New York, New York
124 Employees
On-site Workplace
Year Founded: 2016

What We Do

Candex is a fintech consolidator for large organizations so that they can make purchases from one-time, irregular and low risk suppliers using existing P2P processes. Candex operates globally managing setup, support, tax and regulatory complexity - making it simple, fast, and compliant to pay suppliers even across borders and cross currencies. Available in multiple deliveries, Candex works directly within existing e-procurement systems, via bulk uploads, or integrated into any workflow via API. In the end - Candex completely takes care of the 70-80% of vendors getting 3-5% of spend; ensures that "No PO, No Pay" becomes achievable; and the efficiency is so remarkable that our clients enter a sort of procurement zen.

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