Streamline your debt capital raise and management

Customer Success Manager

SF, NY, Remote / Remote (US)
Job Type
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About the role


Finley's financial software is accelerating the growth of the next generation of startups.

Whereas equity fundings often close in weeks, debt financings can take 6+ months, with ongoing manual operations necessary to maintain compliance and capital access. Think months of legal coordination and versioned Excel files based on a 200-page credit agreement that only lawyers understand, even though the growth of business depends on getting things exactly right. The resulting inefficiency can delay--and in some cases block--access to capital when startups need it most.

We're building software to streamline the debt capital management process and change the way companies access billions of dollars in capital.

The Role

We’re looking for our first 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.

Your responsibilities

  • Work with Finley’s Capital Markets team to ensure Finley customers are able to activate and onboard Finley’s software quickly and efficiently
  • Conduct customer trainings on Finley software and update customers on new Finley feature releases
  • Conduct regular check-ins with customers to make sure they are able to get business value from Finley
  • Assist in preparation of monthly customer reports by gathering data on bank account balances, financial statements, and vendor invoices
  • Maintain accurate customer updates in Salesforce and develop initial processes for gauging customer health
  • Ensure a best-in-class customer experience by working with teams across Finley to develop and implement a customer management playbook
  • Proactively monitor customer usage to identify support opportunities

Your experience

  • 3+ years experience in a customer-facing role at a B2B SaaS company
  • Excellent communication and relationship-building skills
  • Passion for technology and an ability to pick up new skills quickly
  • Strong sense of customer empathy and desire to help customers succeed
  • Interest in financial technology (academic or professional background in finance is welcome but not required)

We're looking for

  • Problem-solvers. You focus on delivering outcomes by identifying opportunities for automation and training customers to maximize product usage.
  • Collaborators. You like collaborating with teams across the company, including Sales, Product, and Capital Markets. You stay intellectually honest, challenge others without ego, and believe that the best solutions only emerge when everyone brings their perspective to the table.
  • Customer advocates. You enjoy making customers successful and can think creatively about ways Finley can build features to support debt capital management.
  • Team-builders. You look forward to helping recruit, train, and mentor a team of Customer Success professionals at Finley.

About Finley

Finley's software simplifies debt capital raise and management for businesses. High-growth startups like Ramp, Parafin, and Arc rely on Finley to manage over $2 billion in debt capital. By automating due diligence, ensuring compliance, and streamlining ongoing reporting with capital providers, Finley helps ensure that companies always have access to funding when they need it. Finley's investors include Y Combinator, Bain Capital Ventures, Haystack, Nine Four Ventures, and TwentyTwo VC.

Team Size:32
Location:San Francisco
Kevin Suh
Kevin Suh
Josiah Tsui
Josiah Tsui
Jeremy Tsui
Jeremy Tsui