Customer Success Associate at InvoiceCloud

About InvoiceCloud:InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services as well as our leadership in AI maturity and responsible innovation. Its an award-winning purpose-driven environment where top talent thrives.Positon OverviewWe are seeking a Customer Success Associate (CSA) to build strong relationships with a select group clients. You will be the advocate for your clients. Your success is your clients success. As their CSA you will be responsible for managing the day-to-day and ensuring your clients are retained and realize the highest value from our platform. You will manage a mid-market portfolio of 80-125 clients with the goal to create relationships that result in your ability to implement programs that drive retention increase payment adoption grow revenue and expand the clients awareness and utilization of InvoiceClouds full suite of services.What Youll DoAs an InvoiceCloud Customer Success Associate you will be focused on three key areas retention growth and advocacy. Driving deep engagement to build lasting relationships with your clients is the key to achieving success across these three focus areas. A qualified CSA will:Build trusted relationships with mid-market clients and delight them at every turnUnderstand the key client health indicators and take necessary steps to minimize any potential churnDevelop a deep understanding of the InvoiceCloud solutions to have discussions with clients regarding current products and servicesCreate an efficient outreach cadence to communicate with a larger portfolio of clientsUnderstand the market well enough so you can share best practices with your clientsWork with clients to implement programs that drive higher payment adoptionBe well versed on all InvoiceCloud products to up-sell services and generate customer success qualified leads that result in new revenueHave a high-level understanding of how the technology for assigned billers works. This allows the CSA to understand issues describe them and formulate a potential resolution with the supporting InvoiceCloud departmentsDevelop trusted relationships with their portfolio that leads to customer referencesWhat we seekStrong relationship management experience with proven track record of driving retention and growth while delighting the client both in person and over phone/zoomExperience with electronic billing products and services such as payment processing merchant services or electronic payments a huge plus.Customer driven results oriented efficient and willing to go the extra mile.Outstanding verbal written presentation and interpersonal skills are requiredSelf-starter with a demonstrated ability to achieve resultsExcellent time management organizational and planning skillsExperience using standard MS Office tools and SalesforceHow youll be measuredRetention rate By client count and revenueRevenue growth: IC will use the current years growth plan to compare forecast versus actual and measure CSA impact.Adoption growth: CSAs will use IC reports to determine changes in adoption for items like Autopay paperless etc.Add-on Services: To promote new products and generate customer success qualified leads that are passed to sales.References: Increasing the number of clients that agree to serve as a reference or participate in a case study.NPS Scores and Customer Success Team satisfaction scoresTravelPeriodic travel to key accounts for meetings or attending conferences as required.Base salary is onecomponentof total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The aboverepresentsthe expected base compensation range for this job requisition.Ultimately indeterminingyour paywellconsider many factors including but not limited to skills experience qualifications geographic location and other job-related factors.Base Compensation Range$60000$75000 USDInvoiceCloud is an Equal Opportunity Employer.InvoiceCloud provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.If you have a disability under the Americans with Disabilities Act or similar law or you require a religious accommodation and you wish to discuss potential accommodations related to applying for employment at our company please contact .Click here to review InvoiceClouds Job Applicant Privacy Policy.To all recruitment agencies:InvoiceCloud does not accept agency resumes. Please do not forward resumes to our jobs alias employees or any other organization location. Invoice Cloud is not responsible for any fees related to unsolicited resumes.Required Experience:IC Key Skills English Speaking,Catering,Marine Biology,Entry Level,Computer Engineering Employment Type : Full Time Experience: years Vacancy: 1