CSM

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

1–4 years of experience in:

B2B fintech

SaaS program management

Enterprise customer success

Consulting / operations with client exposure

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