Customer Success Manager



San Mateo, CA, USA
Posted on Wednesday, April 5, 2023
$110K - $140K
San Mateo, CA
Job Type
6+ years
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About the role

Customer Success Manager

Are you obsessive about driving value for your customers? Do you have fun wrangling with technical and business challenges on a daily basis? If so, Veryfi would love to talk with you about joining our growing Customer Success team. The ideal candidate will have proven experience at:

  • Building deep and lasting relationships at all levels within a client organization
  • Fostering volume growth and expanded usage over time
  • Minimizing churn
  • Coordinating resources to resolve technical support issues
  • Capturing and communicating product feedback


The primary point of contact throughout the customer lifecycle, you will set the stage for successful developing relationships with key stakeholders and maintaining a focus on driving business value from onboarding through renewal.

  • Must be on-site (San Mateo) office Tues,Weds and Thurs
  • Promote customer satisfaction, growth and loyalty by demonstrating an understanding of their business needs and helping them achieve their objectives using the Veryfi solutions
  • Educate prospects and customers on the use and benefits of Veryfi solutions
  • Provide customers with information and assistance regarding product updates and new features
  • Ensure health of customer portfolio by regularly monitoring platform usage and key customer health indicators
  • Maintain detailed account data in the CRM system
  • Lead customer kickoff & training sessions as part of onboarding and ongoing product adoption
  • Act as a communications liaison between our Customers and Veryfi’s Technical Support, Development, and Leadership
  • Create, maintain and improve tutorials and other communication infrastructure


  • 5+ years in a Customer Facing role in a SaaS B2B company
  • Accountability and personal organization are essential
  • Effective communications skills via email, phone, and online meetings
  • Experience promoting business value and brand image through customer experience
  • Exceptional ability to communicate and foster positive relationships with both customer facing teams and internal teams
  • Working knowledge of SaaS platforms and Application Programming Interfaces
  • Experience building and optimizing Customer Success processes is a plus
  • Experience with HubSpot, JIRA, and Confluence is a plus
  • Bachelor's Degree required


  • Cash compensation and equity package
  • Health insurance
  • Professional development or continuing education
  • Free gym / health membership
  • Company-wide retreats

Veryfi Raises $12M Series A to Unlock the Power of Unstructured DataVeryfi: The Untapped Potential of Unstructured Data

About Veryfi, Inc.

Veryfi empowers organizations to transform their unstructured data in the form of receipts, invoices, purchase orders, checks, W2s and other business documents into structured data at scale. Their suite of data transformation APIs can be leveraged for many use cases in financial services to deliver valuable business intelligence in seconds. Trusted by enterprises and technology companies alike, Veryfi’s AI-based platform is being leveraged by companies worldwide.

Veryfi is backed by NewView Capital (NVC), Act One Ventures, TI PLatform, Y Combinator and Zillionize

Veryfi Raises $12 Million To Use AI To Tackle The Unstructured Data Entry Market

The Untapped Potential of Unstructured Data

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