303 2nd Street, Suite 500N, San Francisco, California, United States
Banyan Infrastructure is a fast-growing fintech company on a mission to revolutionize how the world invests in renewable energy. Our platform empowers banks and funds to channel billions of dollars into projects that support a sustainable future. We're a passionate team of innovators who thrive on solving complex challenges and making a tangible impact. Who We Are Looking ForBanyan is growing rapidly and seeking a Customer Success Manager to join our team. Our team is made up of bright, mission-driven individuals. We are passionate about using technology to solve sustainability challenges for our planet. We value learning, curiosity, and collaboration. We strive to build a supportive team that values difference and is always willing to lend a hand.
The Customer Success Manager (CSM) sits at the intersection of product and customer. They serve as an internal advocate and champion for our customers. Every customer is unique and every day you'll face new, complex problems that keep the job interesting and exciting. The CSM is the trusted point of contact for our customers and ensures an outstanding experience with Banyan.
This role reports to the Head of Customer Success and works a hybrid weekly schedule(3 days in office/2 days remote)with the flexibility to adjust on an ad hoc basis. We will prioritize candidates located in the San Francisco Bay Area who are able to come into the office regularly.
What you'll do: Own the relationship with your assigned customers from implementation throughout their lifetime with Banyan - focusing on time-to-value, adoption, and the end-to-end experience of our customersLead and facilitate customer meetings, including discovery sessions, to build a deep understanding of our customers' current and evolving needs, as well as identify and address any roadblocks or potential risks to on-time deliveryDevelop and maintain customized success plans that: outline critical success factors and metrics, mitigate potential issues, accelerate onboarding and adoption, and overall, provide the customer with a path to achieve their desired outcomes with BanyanEnsure customers are made aware and take full advantage of all features and services, resulting in strong customer health and retention.Serve as the voice of the customer: gather product feedback and requests, understand their use case and pain points, advocate cross-functionally for new features and initiatives that enable us to better serve customers, maximize value and retentionCreate onboarding materials and conduct training and enablement sessions for customer champions, trainers, and end users to help them achieve their business outcomes and ensure a smooth customer experience from day oneManage and triage incoming support requests through resolution; ensure customers are updated regularly on delivery of requests, fixes, or documentationRun and maintain regular cadence calls and value-based business reviews with customers. Become deeply familiar with your customers' businesses and help them understand the value Banyan deliversWhat you'll need: 5+ years of professional working experience with a minimum of 3 years prior experience in a Customer Success or similar role in a B2B SaaS software companyStrong relationship building skills; proven experience working with and influencing key decision makers (including executive level) and balancing the needs of internal and external stakeholdersExcellent project management and organizational skills with meticulous attention to detail to manage multiple projects with competing timelines and deadlinesStrong written, verbal, and presentation skills to guide conversations, influence stakeholders, drive progress, and facilitate trainings with broad audiencesCultural and emotional intelligence to connect with a wide variety of individuals in a diverse environment with global reachIntellectual curiosity and self-awareness to identify knowledge gaps or development areas; ability to apply learnings and adapt to new situationsAbility to thrive in a startup environment - take initiative, prioritize, problem solve, and deliver consistently high quality work amidst ambiguity and with limited oversightKnowledge of core enterprise software and and how it connects people and processes at a functional levelPassion for, and commitment to, Banyan's mission and valuesOur ideal candidate will have previous experience working in climate, renewable energy, or ESG related companies (not required)Exposure to project finance, finance, or investing is a plus (not required)We are unable to provide H1B visa sponsorship for this role. US work authorization required.
How we'll support your growth and success:Exposure and opportunity to shape broader strategic customer success strategy (organization structure, geographic expansion, up-sell/cross-sell incentives, etc.)Work closely with the founders, executives, and cross-functional teammatesDevelop cutting edge industry expertise in fintech and climate tech -- work directly from customers to learn the ins and outs of capital markets, financial products, and the technologies that drive the sector's innovationA collaborative and supportive team of smart, passionate people who are all focused on a common goalCompensation:$118,000 - $145,000 Base Salary DOE
Our benefits package is designed to allow team members to be their best selves, in and out of the workplace. We offer 100% paid health benefits for employees through a Health Reimbursement Account (HRA), 401K with 6% match, at work meal offerings via MealPal, commuter benefits program and a gym membership plan at Crunch Fitness. We prioritize your well-being and growth through professional development, parental leave program and a flexible time off policy. Our headquarters is centrally located between Bart and Caltrain in San Francisco, CA at 2nd & Folsom.
Confidence can sometimes hold us back from applying for a job. We'll let you in on a secret: there's no such thing as a 'perfect' candidate. We believe diverse perspectives and backgrounds are critical to building great technology. Our goal is to cultivate an environment where people feel valued and respected. So, however you identify and whatever background you bring, please apply if this role would make you excited to come to work. Banyan is an equal opportunity employer.
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