Customer Success Manager

Banyan Infrastructure Corporation; California, San Francisco (MO, CA); Hybrid; USD 118,000 - 145,000; Full time

Job summary

An innovative fintech company is seeking a Customer Success Manager who is passionate about sustainability and technology. In this dynamic role, you will be the trusted advocate for customers, ensuring they achieve their goals while maximizing the value of our cutting-edge software solutions. You will work closely with various stakeholders, facilitating meetings and developing success plans tailored to each customer's unique needs. Join a collaborative team dedicated to making a positive impact in the renewable infrastructure space, where your contributions will directly influence the future of green finance. This is an exciting opportunity to grow your career in a mission-driven environment.

Benefits

100% paid health benefits

401K with 6% match

Meal offerings via MealPal

Commuter benefits program

Flexible time off policy

Parental leave program

Professional development opportunities

Qualifications

• 5+ years in Customer Success or similar role in B2B SaaS.
• Strong relationship building and project management skills.
• Ability to thrive in a startup environment.

Responsibilities

• Own customer relationships from implementation to lifetime.
• Lead customer meetings to understand needs and mitigate risks.
• Create onboarding materials and conduct training sessions.

Skills

Customer Success Management

Project Management

Relationship Building

Verbal Communication

Written Communication

Organizational Skills

Problem Solving

Intellectual Curiosity

Education

Bachelor's Degree

Tools

B2B SaaS Software

Job description

303 2nd Street, Suite 500N, San Francisco, California, United States

Banyan Infrastructure is on a mission to unlock the trillions of dollars needed to finance the renewable infrastructure revolution. We are a dynamic fintech company providing a cutting-edge software solution that empowers banks, funds, and other financial institutions globally to efficiently invest in sustainable projects and achieve their net-zero targets. Join us in building the future of green finance.

Who We Are Looking For

Banyan is growing rapidly and seeking a Customer Success Manager to join our team. Our team is made up of bright, mission-driven individuals. We are passionate about using technology to solve sustainability challenges for our planet. We value learning, curiosity, and collaboration. We strive to build a supportive team that values difference and is always willing to lend a hand.

The Customer Success Manager (CSM) sits at the intersection of product and customer. They serve as an internal advocate and champion for our customers. Every customer is unique and every day you’ll face new, complex problems that keep the job interesting and exciting. The CSM is the trusted point of contact for our customers and ensures an outstanding experience with Banyan.

This role reports to the VP of Success & operates on a hybrid basis from our San Francisco office (3 days in office/2 days remote) with the flexibility to adjust on an ad hoc basis. We will prioritize candidates located in the San Francisco Bay Area who are able to come into the office regularly.

What you’ll do:

• Own the relationship with your assigned customers from implementation throughout their lifetime with Banyan - focusing on time-to-value, adoption, and the end-to-end experience of our customers
• Lead and facilitate customer meetings, including discovery sessions, to build a deep understanding of our customers’ current and evolving needs, as well as identify and address any roadblocks or potential risks to on-time delivery
• Develop and maintain customized success plans that: outline critical success factors and metrics, mitigate potential issues, accelerate onboarding and adoption, and overall, provide the customer with a path to achieve their desired outcomes with Banyan
• Ensure customers are made aware and take full advantage of all features and services, resulting in strong customer health and retention
• Serve as the voice of the customer: gather product feedback and requests, understand their use case and pain points, advocate cross-functionally for new features and initiatives that enable us to better serve customers, maximize value and retention
• Create onboarding materials and conduct training and enablement sessions for customer champions, trainers, and end users to help them achieve their business outcomes and ensure a smooth customer experience from day one
• Manage and triage incoming support requests through resolution; ensure customers are updated regularly on delivery of requests, fixes, or documentation
• Run and maintain regular cadence calls and value-based business reviews with customers. Become deeply familiar with your customers’ businesses and help them understand the value Banyan delivers

What you’ll need:

• 5+ years of professional working experience with a minimum of 3 years prior experience in a Customer Success or similar role in a B2B SaaS software company
• Strong relationship building skills; proven experience working with and influencing key decision makers (including executive level) and balancing the needs of internal and external stakeholders
• Excellent project management and organizational skills with meticulous attention to detail to manage multiple projects with competing timelines and deadlines
• Strong written, verbal, and presentation skills to guide conversations, influence stakeholders, drive progress, and facilitate trainings with broad audiences
• Ability to connect with a wide variety of individuals in a diverse environment with global reach
• Intellectual curiosity and self-awareness to identify knowledge gaps or development areas; ability to apply learnings and adapt to new situations
• Ability to thrive in a startup environment - take initiative, prioritize, problem solve, and deliver consistently high quality work amidst ambiguity and with limited oversight
• Knowledge of core enterprise software and how it connects people and processes at a functional level
• Passion for, and commitment to, Banyan’s mission and values
• Our ideal candidate will have previous experience working in Fintech, Climate, Renewable Energy, or ESG related companies (not required)
• Exposure to project finance, finance, or investing is a plus (not required)

We are unable to provide H1B visa sponsorship for this role. US work authorization required.

How we’ll support your growth and success:

• Exposure and opportunity to shape broader strategic customer success strategy (organization structure, geographic expansion, up-sell/cross-sell incentives, etc.)
• Develop cutting edge industry expertise in fintech and climate tech -- work directly from customers to learn the ins and outs of capital markets, financial products, and the technologies that drive the sector’s innovation
• A collaborative and supportive team of smart, passionate people who are all focused on a common goal

Compensation:

$118,000 - $145,000 Base Salary DOE

Our benefits package is designed to allow team members to be their best selves, in and out of the workplace. We offer 100% paid health benefits for employees through a Health Reimbursement Account (HRA), 401K with 6% match, at work meal offerings via MealPal and commuter benefits program. We prioritize your well-being and growth through professional development, parental leave program and a flexible time off policy. Our headquarters is centrally located between Bart and Caltrain in San Francisco, CA at 2nd & Folsom.

Confidence can sometimes hold us back from applying for a job. We'll let you in on a secret: there's no such thing as a 'perfect' candidate. We believe diverse perspectives and backgrounds are critical to building great technology. Our goal is to cultivate an environment where people feel valued and respected. So, however you identify and whatever background you bring, please apply if this role would make you excited to come to work. Banyan is an equal opportunity employer.

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