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Customer Success Manager (Working Capital & Trade Finance)



This job is no longer accepting applications

See open jobs at Taulia.
Accounting & Finance, Customer Service, Sales & Business Development
United States
Posted on Friday, October 20, 2023

Taulia's Commitment:

Diversity, Equity, and Inclusion

It is our duty to create and advance a diverse and inclusive company where all Taulians feel they are celebrated. All individuals are welcomed, free to express themselves and rewarded for showing up as authentically every day. By hiring women, people of color, individuals with disabilities, veterans, people of all sexual orientations and from underrepresented and marginalized communities, Taulia will revolutionize fintech.

About the Job

The Customer Success Manager (CSM) works directly with Taulia customers to own the program strategy including roll out and growth, driving positive results and ensuring the customer’s success. The Customer Success Manager’s primary focus is helping the Taulia customers programs succeed and grow total account revenue for Taulia through knowledge of Working Capital programs. The CSM will be assigned a portfolio of customers and balance their time across a number of activities and customers simultaneously.


•    Implementation of account strategy in coordination with the Taulia team
•    Establishing relationships with client counterpart assigned clients
•    Use sound judgment and select which issues to escalate and when
•    Leverage Taulia data analytics technology to analyze the business program and supplier behavior
•    Research and present recommendations to the customer to grow their program based on data analysis
•    Secure customer commitments, and execute on continued refinements to enable program success
•    Plan and execute marketing campaigns based on data insight in collaboration with the customer as well as Taulia’s supplier marketing and the supplier sales teams
•    Provide asset ramp and revenue projections forecasts for existing programs to CSM team leads
•    Support customer change management to unlock the Taulia platform’s full potential
•    Coordinate customer business reviews with assigned customers; set up the meeting, prepare materials with the deal team, and present program analytics
•    Identifying areas for potential product / services upsells and introduce the Account Director team to customer
•    Identifying and mitigate areas of potential risk with the account and bring to the attention of the deal team
•    Track support ticket ageing and coordinate with support team to help resolve outstanding issues
•    Create and maintain up to date account plans for assigned accounts

Skills, Knowledge and Experience required

•    Extensive experience in Working Capital programs, Trade Finance, Procure-to-Pay, Supply Chain, and/or Business Consulting preferred
•    Working Capital Management, Purchase to Pay process, finance, or related experience
•    Travel: Approximately 25% of the time may require travel to customer sites / internal meetings
•    SaaS experience a plus
•    Project management experience
•    An understanding of financial concepts
•    Commercial mindset with the ability to identify levers to drive program / revenue growth
•    Excellent communication skills; written, verbal, and active listening
•    Experience handling customers, including handling of difficult conversations
•    An understanding of organizational issues and challenges
•    Able to effectively present concepts to clients in person and virtually
•    Able to embrace change and thrive in a fast-moving environment
•    Experience with analytics, Excel, Jira, Salesforce, all Google applications a plus
•    Fluent in Spanish is a plus

About Taulia

Taulia is a fintech company that is part of the SAP group. More than 2 million businesses in over 150 countries collaborate on our network. Our customers include Airbus, AstraZeneca, and Nissan. We help them and their suppliers access cash when and where they need it most. Some of our customers have improved their working capital by more than $1 billion while making their supply chains more resilient and sustainable. For more information, please visit www.taulia.com. Compensation is based on a variety of factors including (but not limited to): skills, depth of work experience, certifications, geography, etc. Total compensation for this role includes a generous benefits program, RSU incentive plan and annual performance bonus. Additionally, compensation is reviewed annually and career pathing opportunities are available for continued development.


 Flexible work schedule
 Remote-friendly environment
 Comprehensive Insurance Coverage (Medical, Dental, Vision, Life)
 Comprehensive PTO Structure (PTO, Sick Leave, Bereavement)
 Global Parental Leave
 Company issued equipment (Laptop, monitor, etc.)
 401k with match
 Career Development/Pathing
 EAP Program/Mental Health Advocacy
 Supportive Work Culture

Taulia is an Equal Opportunity Employer --Minority / Women / Disability / Veteran / Gender Identity / Sexual Orientation / Age.

If you don't think you meet all of the criteria above but still are interested in the job, please apply. Nobody checks every box, and we're looking for someone excited to join the team.

This job is no longer accepting applications

See open jobs at Taulia.