Background
Finley helps innovative companies unlock growth by helping them maximize their access to debt capital.
In industries from finance to real estate, today's most innovative startups rely on debt capital to fuel their growth. But managing debt capital manually is so error-prone and labor-intensive that it might as well be rocket science. Debt capital borrowers need to track (and comply with) hundreds of pages of credit agreement rules and requirements in order to maintain access to their funding. One key borrower obligation is data and compliance reporting.
Our software automates debt capital management and reporting by connecting with source systems and generating asset reports in the formats capital providers expect to see, which saves borrowers time and money as well as ensuring that they can maximize their capital access.
The Role
We’re looking for a Customer Success Manager to help customers set up and adopt Finley, and to help develop processes for customer management as the company grows. You will work with all teams at Finley, from Engineering to Sales to Capital Markets, and you will help drive customer retention and renewals across a vibrant, tech-forward customer base that includes companies like Ramp, Parafin, and Arc.
On any given day, you’ll craft project plans, train and enable customers to use Finley’s software, and own the ongoing management of Finley deployments at innovative startups and large financial institutions. Over time, you’ll become an expert on best practices in account management, financial software, and Customer Success operations.
The ideal candidate brings experience managing client relationships and projects and a high degree of customer empathy. We’re looking for "0-to-1" individuals who are comfortable with autonomy early on and excited to build structures that will scale their own impact over time.