2+ years of experience in a customer-facing role at a B2B SaaS startup
Customer-driven with strong empathy and problem-solving orientation
Fast learner with ability to execute quickly and a collaborative, meritocratic mindset
Bonus: Proficiency in SQL and knowledge of Accounts Payable (AP) and Accounts Receivable (AR) processes
Requirements:
Lead and manage customer projects from scope to delivery, ensuring on-time, on-budget delivery with demonstrated ROI and quality documentation
Oversee AS-IS and TO-BE (design) documentation and sign-off, and drive implementation activities during configuration and realization in collaboration with Product
Plan and conduct SIT/UAT (as needed), coordinate client-site activities, and ensure successful validation of configurations
Support post-hypercare issue resolution with Ops and contribute to renewal efforts to build long-term customer relationships
Job description
Apply Using this Link - https://app.dover.com/apply/Peakflo/746c7cf5-68d2-4f94-b368-9b8e4135fe81?rs=42706078
Location: Philippines (Remote) | Experience: 2+ years | Compensation: Competitive Market Salary | 🕒 Working Hours: 09:00 AM – 06:00 PM Philippine Time (PHT)
🚀 Who We Are And What We’re Building
Peakflo is a 2021 founded, Singapore and the US headquartered B2B Fintech AI SaaS startup part of YCombinator W22, that just raised $4.1M in seed funding and was picked by Techcrunch as their top 10 favorites out of a cohort of 400 and also in a TechCrunch exclusive
Finance operations at high-growth SMBs and startups are often plagued with resource-intensive collections and manual vendor payment processes. This culminates in hundreds of wasted hours and thousands of dollars in fees.
Peakflo with its simple API and one-click accounting software integrations, allows businesses to streamline their customer collections and vendor payments. 187 finance team users, from early-stage startups to unicorns in SE Asia, use Peakflo each week to:
✅Save 100 hours/month on finance ops ⏳
✅Get paid faster on customer invoices by 10-20 days 📈
✅Streamline vendor payments and save 50-90% on fees 💰
Most importantly, we are building a culture that encourages intellectual curiosity, problem-solving, and extreme ownership. We provide the support and mentorship you need to succeed, learn, and grow. ❤️
💻 What We’re Looking For
We are seeking a proactive and detail-oriented Customer Success Manager (CSM) in the Philippines to join our growing team at Peakflo (YC W22). As a CSM, you will be the ultimate advocate for our clients—playing a crucial part in ensuring customer retention, maximizing their platform success, and directly driving our business growth.
💪 What You’ll Do
Monitor and Track Projects to ensure the Scope is delivered within Budget and Schedule per plan. Also ensure the Value/ROI committed to the customer is delivered.
Align with the recommended Processes to ensure 100% Quality Delivery with quality documentation.
Owning AS-IS and TO-BE (Design) stage documentation and signoff for clients (at client site, as needed)
Project managing implementation during configuration and realisation stage of the implementation by working with Product team
Conducting SIT
Preparing UAT scripts and conducting UAT (at client site, as needed)
Monitor post-hypercare customer issues / complaints and troubleshoot by working with the Ops team
Be a part of the renewal journey and build a long-standing relationship with the customer
🤝🏼 Who you are
Experience: 2+ years of experience in a customer-facing role at a B2B SaaS startup.
You are customer-driven: You possess a deep empathy for the user and a relentless desire to understand and solve their core problems.
You make it happen: You learn fast, execute with speed, and embody a strong work ethic to "make it happen."
Collaborative: You embrace diverse perspectives with curiosity and respect.
Meritocratic Mindset: You naturally nurture a caring, non-hierarchical, and results-driven environment.
🤩 Bonus Points
Proficient at SQL
Prior knowledge of Accounts Payable (AP) and Accounts Receivable (AR) processes.
Benefits
🏥 Medical insurance - We provide comprehensive medical insurance so that you're always covered
🏡 Flexibility - We support a remote-friendly culture centered around trust and meritocracy
💰 Competitive Compensation - Market-leading salary designed to attract top talent.
Apply Using this Link - https://app.dover.com/apply/Peakflo/746c7cf5-68d2-4f94-b368-9b8e4135fe81?rs=42706078
