CSM

• 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

• 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

• 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

• Identify SaaS automation and lending opportunities

• Drive buyer-led vendor conversion initiatives

• Support nuanced conversations around rates, approvals, and urgency cases

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