Customer Success Manager

🏢 Melio · 📍 Remote, US · 💼 remote us 💰 $70,000 - $85,000 / yr

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Position Summary & Responsibilities

Customer Success Manager
Location: Remote (required to live in one of the following states: AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT,VT)

Qualifications:

3+ years of experience in Customer Success, Account Management, Sales, or any client facing role.
1+ years experience utilizing a CRM software system, Salesforce preferred.
Experience in a scaled customer success environment, maximizing impact for a large range of clients through scalable motions executed at key moments in a customer’s journey.
Proven ability to adopt new technologies and teach others effectively.
Strong communication and sales acumen, with the ability to understand the true needs of the customer, helping them tap into the full value of Melio’s platform for their unique business.
Takes an analytical, strategic approach to our customers’ success, constantly iterating to improve the whole customer experience.
Excited to bring new processes and procedures to continue to develop the customer journey at Melio.
Enjoys working cross-functionally with other teams across the organization on a diverse range of internal and customer-facing initiatives.
Excellent time-management skills, as well as the ability to remain flexible as the company and role evolves.
Passionate about speaking with and building relationships with small business owners, helping their businesses succeed with Melio.
Has a track record of taking on additional responsibilities outside of their direct scope, showing a natural curiosity.

Bonus Points:

Experience working with small businesses in an account management or customer success capacity.
Prior experience working in a SaaS environment and/or in the financial technology space

A day in the life and how you’ll make an impact:

Own all strategic actions associated with customer engagement and retention efforts.
Build dynamic relationships with your customers through meaningful interactions and comprehensive engagements, developing a deep understanding of their business needs to drive retention.
Lead customers through early adoption and proactively shepherded them through lifecycle stages, educating on best practices, removing fri

🎯 Candidate Preparation Guide For Melio Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Melio evaluates candidates intensely on execution speed, ownership in a hyper-growth fintech environment, and the ability to simplify complex B2B payment workflows.

📋 Preparation Priorities (Key Areas to Clarify):

1. Over-engineering simple solutions or prioritizing perfection over rapid market shipping
2. Displaying silos in working style or blaming cross-functional partners for delivery delays
3. Lack of direct experience dealing with SMB financial operations or payment rails

✨ Recommended Role Alignment Hook:

I specialize in building frictionless B2B payment products that scale rapidly while maintaining bank-grade security and uncompromising user adoption.

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