Customer Success Manager

At Anchor, we’re transforming B2B payments with our innovative, automated billing and collections platform. By simplifying financial workflows, we enable businesses to focus on what they do best.

Our Customer Success team plays a key role in this mission, ensuring customers thrive with our solutions. As a Customer Success Manager, you will be the primary contact for customers, collaborating with sales and product teams to optimize processes using AI and delivering exceptional experiences. Taking a consultative approach, you’ll identify opportunities, address unique needs, and guide customers in maximizing the value of Anchor’s platform.

This is a unique chance to make an impact in a fast-paced fintech environment and contribute to our mission of simplifying business operations. With heart, grit, and ownership, you’ll help create exponential value for both our customers and Anchor’s continued growth.

• 3-5 years of customer-facing experience; consulting and/or accounting experience (team lead experience- advantage).
• Background in accounting, finance, and/or economics, business administration - MUST
• Proficient in Microsoft Excel - a must.
• Experience with upsell and expansion targets (Sales and/or post-sales experience - advantage)
• Experience building collaborative relationships with customers & colleagues
• Ability to prioritize while managing multiple projects and initiatives in a fast-paced, changing environment
• Superb customer-facing presentation and communication skills.
• Excellent analytical skills with the ability to translate data into insights.
• Strong organizational skills, attention to detail, and ability to meet deadlines with ownership.
• Positive attitude, high energy, and a drive to succeed