Customer Success Manager, Taulia
Working Capital & Trade Finance
$90-120k
Supplier financing platform
Job no longer available
Supplier financing platform
201-500 employees
Job no longer available
$90-120k
201-500 employees
Company mission
To create a world where every business can thrive by liberating cash tied up in their supply chains.
Role
Who you are
- Working Capital Management, Procure to Pay process, Finance, Supply Chain, Business Consulting or related experience preferred
- Commercial mindset with the ability to identify levers to drive program / revenue growth
- Excellent communication skills; written, verbal, and active listening
- Personable and able to develop and maintain strong relationships
- Experience handling customers, including handling of difficult conversations
- Strong business acumen and understanding of organizational issues and challenges
- Able to effectively present concepts to customers in person and virtually
- Able to embrace change and thrive in a fast-moving environment
- Self-starter, problem solver, strategist, and critical thinker
- Project management experience a plus
- Experience with analytics, Excel, Jira, Salesforce, all Google applications a plus
- Travel: Approximately 25% of the time may require travel to customer sites / internal meetings
- SaaS experience a plus
- English language proficiency required
- German, Spanish or French is considered a plus
What the job involves
- The Customer Success Manager (CSM) works directly with Taulia customers post sale and implementation
- They own the program strategy including roll out and growth, driving positive results and ensuring the customer’s success
- The CSM’s primary focus is helping Taulia customer’s 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
- Developing the strategy for business case achievement closely working with the customer and executing in collaboration with the Taulia team
- Designing and participating in customer workshops and bridge business goals to all aspects of delivery
- Building and maintaining relationships with senior stakeholders and program managers at assigned customers
- 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 supplier sales teams
- Provide asset ramp and revenue projection forecasts for existing programs to CSM leadership
- Support change management activities required by the customers to fully adopt the Taulia platform to obtain their business objectives
- Coordinate customer business reviews with assigned customers; set up the meeting, prepare materials with the deal team, and present program analytics
- Identify areas for potential product / services upsells and introduce the Account Manager to customer
- Identify and mitigate areas of potential risk with the account, bring the attention of the deal team and support KPI calls
- Track support ticket ageing and coordinate with support team to help resolve outstanding issues
- Use sound judgment and select which issues to escalate and when
- Create and maintain up to date account plans for assigned accounts
- Engaging in contract renewal activities with the customers
Our take
Fintech business Taulia provides working capital management solutions to help companies free up funds that are tied up in the supply chain. Taulia can help automate invoicing and payment processes, which in turn lowers the cost of handling support calls from suppliers who have had their invoices disappear into the ether. It also helps to optimize and maximise supplier discounts for those companies.
Taulia competes against rivals such as SAP Ariba by offering a far faster onboarding process, taking seconds instead of weeks, and an easier integration process. It has established itself as a market leader with over 1.8 million businesses using its technology to process over $500 billion annually. Its major clients include Airbus, Nissan and Vodafone.
Taulia was acquired by SAP in early 2022. Taulia's capital solution has since been integrated into SAP's supply chain product, but Taulia continues to operate independently as well. Having recently made a move into the Chinese and Singapore markets, it continues to expand its activities there and to further develop its product with additional services such as inventory management.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 10 rounds)
Jul 2020
$60m
LATE VC
Sep 2017
$20m
LATE VC
Total funding: $216.2m
Company benefits
- 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
Company HQ
Yerba Buena, San Francisco, CA
Leadership
Bertram Meyer
(Board Director)Serial entrepreneur. Co-founder and CEO of Onedome.
Share this job