Manage a large portfolio of Commercial Real Estate customers to drive retention, product adoption, and ROI. Develop scalable playbooks and programs, monitor health scores and usage to identify risks and growth, manage renewals and escalations, and collaborate with Sales, Product, and Support. Maintain accurate records in SFDC and HubSpot and deliver data-driven insights to improve customer outcomes.
About Versapay 🚀
Versapay turns accounts receivable (AR) into a competitive advantage.
Inefficient AR processes slow cash flow and stall growth. Versapay removes friction, unlocks working capital, and accelerates momentum — giving finance leaders the clarity and control they need to drive business forward.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure cash flow clarity. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Think you might be the next Veep to join? Read on!!
Here’s how you’ll make a huge impact here – and on your career:
We are looking for a driven and relationship-oriented Customer Success Manager to join our growing team. In this role, you will manage a large portfolio of customers, helping them unlock value from our platform through proactive engagement, scalable programs, and data-driven insights. You'll be a key driver of retention, product adoption, and customer satisfaction across a diverse customer base.
This is an excellent opportunity for a highly self-motivated person with a passion for both strategy and impact, looking for the experience to build and scale with our team.
Reporting to the Senior Manager of Customer Success, you'll be a key player responsible for delivering a world-class experience our customers have come to expect. You’re tasked to manage long-term relationships, develop a deep understanding of our customers' businesses, and explore innovative ways that Versapay products can support their objectives.
What you'll do:
- Own the success of our Commercial Real Estate customers, developing scalable playbooks and touchpoints to drive engagement and retention
- Serve as a trusted advisor to customers, helping them achieve their goals and maximize ROI
- Monitor customer health scores and usage data to proactively identify at-risk accounts and opportunities for growth
- Design and execute scalable programs (webinars, email campaigns, in-app guidance) that deliver value at scale
- Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer
- Track and manage renewals, escalations, and at-risk accounts in coordination with internal stakeholders
- Maintain accurate account records and activity logs within SFDC and HubSpot
What you'll bring to the team:
- 2–5 years of experience in Customer Success, Account Management, or Program/Project Management within the fintech industry
- Experience owning the full renewal process
- Proven ability to manage a large book of business with a data-driven, scaled approach
- Strong communication and organizational skills with the ability to prioritize across competing demands
- Experience building and executing customer programs or playbooks that drive measurable outcomes
- Comfort working in a fast-paced, high-growth environment
- Experience with MRI software is a plus
- Experience in Commercial Real Estate is a plus
- Candidates with 5+ years in Accounts Receivable would also be considered
#LI-Remote
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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