As a Customer Success Associate, you will take ownership of the Melio client portfolios. Working cross functionally, you will support, strategize, and manage relationships with our customers, all small business owners in the US. By providing top notch service, you will work to fully understand the client needs, and work cross functionally with the product and R&D team to continue to enhance Melio. This role will allow you to be part of a rapidly growing company with amazing opportunities 

How you’ll make an impact:

• Own the full range of operations that are related to customer engagement and retention efforts
• Analyze and use data to prioritize outreach to your book of business
• Aggregate and present data to help Melio teams understand customer product feedback and gaps in education 
• Build strong, long lasting relationships with your client portfolio through great service, and develop an understanding of the business needs along with how Melio can be a strong partner to them
• Always be problem solving -- even before the client is aware of any possible issue. You are intrinsically proactive when it comes to support!
• Work collaboratively alongside all Melio departments to ensure that the customer is receiving the utmost support and satisfaction
• Communicate effectively with clients to ultimately up-sell products, and show them the continuous value of Melio
• Provide best practices when it comes to processes and procedures within a customer success role
• Help to integrate with Salesforce, along with other customer tracking tools

What we’d love to see: 

• 1-4 years of experience with a Customer Success, Account Management, Customer Experience, or any similar role
• 1+ years experience utilizing a CRM software system, Salesforce preferred
• Strong communication skills, with the ability to understand requests for assistance and resolve them quickly and accurately
• Bring passion to owning projects, and likes to work cross-functionally with other teams
• Excited to bring new processes and procedures to continue to develop the customer journey at Melio
• Excellent time management skills by being able to balance multiple projects at one time
• Excited about using data to tell or story and better understand our customer base
• Passionate about speaking with and building relationships with small business owners and helping their businesses succeed with Melio
• Bonus points for experience working with small businesses in a customer experience or customer support capacity
• Bonus points for prior experience working for a tech startup or a similar environment driven by the vision and success of the company 

Benefits and Perks:

• Comprehensive health benefits (medical/dental/vision) where Melio pays a majority of the monthly premiums 
• Base compensation range is $50,000-$65,000 with total compensation for the role including a variable component in addition to base compensation
• 401K matching
• Stock options
• Flexible PTO
• Stocked kitchen full of snacks, drinks, coffee and much more!
• Weekly catered lunch
• Yoga Fridays
• Plenty of fun team outings
• Extensive career growth and development opportunities throughout a growing startup

About us: 

When we started Melio, we wanted to build more than an efficient Accounts Payable tool. We wanted to build a service that helps small businesses keep up with business. Melio is a B2B payments experience that not only saves time but also significantly improves cash flow. We aid to make payment workflow so simple it helps businesses focus on their customers, not their back office. With strong VC backing, the Melio team has continued to grow exponentially. Through our offices in New York City and Tel Aviv, our faMELIO is made up of hardworking go-getters. We love to celebrate the successes of our team, and the continued success of our growing company! 

Here at Melio, culture is one of our biggest priorities. We champion a team that fosters diversity and inclusivity in all aspects. Regardless of gender, age, race, nationality, sexual orientation, parental status, or disability, Melio will consider all qualified applicants during our process as we are proud to be an equal opportunity employer. Even if you’re on the fence about applying to an open role, please throw your specs in the mix -- we’d love to connect with you!