Customer Success Manager

About Obol

Obol is the best way for businesses to manage and optimize cash flow. Over 95% of teams still use spreadsheets to inefficiently track, control, and manage all things cash. We empower finance teams to transcend daily operations and gain control of their cash flow.

What We're Looking For

We are seeking a highly motivated Relationship Manager with at least 3 years of experience in relationship management or a client-facing role. The ideal candidate excels in building and maintaining strong client relationships, understands financial workflows, and thrives in a dynamic, fast-paced environment. Experience in the finance or fintech industry is preferred but not mandatory.

About The Role

• Build and maintain strong, long-lasting client relationships to ensure customer satisfaction and retention.
• Serve as the lead point of contact for all customer account management matters.
• Develop a deep understanding of customer needs and requirements to provide tailored solutions.
• Ensure timely and successful delivery of our solutions according to customer needs and objectives.
• Collaborate with the sales team to identify and grow opportunities within the territory.
• Assist with challenging client requests or issue escalations as needed.
• Conduct regular check-ins with clients to ensure they are leveraging Obol’s platform effectively.
• Provide feedback to the product team on customer needs and product improvements.
• Prepare and deliver client reports on performance metrics and account health.

What You Need

• At least 3 years of experience in relationship management, customer success, or a similar client-facing role.
• Proven ability to manage multiple client accounts and projects simultaneously.
• Strong track record of building positive client relationships and managing customer expectations.
• Excellent written and verbal communication skills, with the ability to tailor messages to different audiences.
• Analytical mindset with the ability to translate customer feedback into actionable insights.
• Familiarity with financial workflows and processes.
• Strong problem-solving skills and a proactive attitude.
• Ability to work independently and collaboratively within a team.
• Experience with CRM software and account management tools.

Nice-to-Haves

• Experience in the finance or fintech industry.
• Familiarity with cash flow management solutions.
• Knowledge of tools such as HubSpot, Zendesk, Totango or similar.
• Understanding of US-based business’ finance and treasury workflows.

Why Join Obol?

• At Obol, you'll have the opportunity to work with a passionate team dedicated to revolutionizing cash management for businesses. We offer a dynamic work environment, opportunities for growth and development, and a chance to make a real impact on the lives of finance professionals. If you're ready to take on new challenges and drive innovation, we'd love to hear from you