Role Summary:

As the first expansion Customer Success Manager covering U.S. territories, you'll be instrumental in onboarding new customers, driving adoption of Panax’s AI-driven platform, securing renewals, and leading upsell efforts—ensuring Panax achieves and sustains high retention and expansion metrics.

Reporting To:

Eyal (Head of CS)

Work Environment:

Remote (East/Mid West U.S. or NY preferred), collaborating with Ops for onboarding, engaging cross-functionally with Sales, Product, Finance, and Support.

Opportunity Highlights

High impact: Direct ownership of adoption, retention, and expansion in growing U.S. market.

Growth trajectory: Panax doubling customers and scaling globally—role as growth lever.

Customer‑centric mission: Work with CFOs/Treasury teams, enabling strategic finance transformation.

Fintech innovation: Join early in evolving AI-driven treasury platform with real ROI outcomes.

Why This Role Stands Out

• Make a Difference: You'll shape the financial health of Panax’s clients and the success of their operations.
• Innovation & Challenge: Be customer‑facing with a cutting-edge AI platform in a high-growth business.
• Limitless Growth: Early expansion role; potential to grow into Head of U.S. CSM or Finance GTM leadership.
• Culture of Excellence: Mission-driven team with world-class investors and ambitious scaling in fintech.

What You’ll Be Doing

• Onboard new customers, delivering tailored training and product onboarding.
• Monitor adoption, system usage, and proactively identify at-risk accounts.
• Drive upsell/cross-sell opportunities and support renewal strategy execution.
• Act as the voice of the customer—relay feedback to product and engineering.
• Build and refine customer success playbooks and best practices for scalable growth.

What You Bring to the Table

• Experience: 2–4 years of client success or finance operations experience in B2B SaaS/fintech.
• Industry Knowledge: Familiarity with finance or treasury teams and exposure to CFO-level personas.
• Technical & Strategic Skills: CRM usage (e.g. Salesforce), customer health metrics, data-driven insights.
• Soft Skills: Clear communicator, empathetic listener, proactive and accountability-driven.
• Bonus Points: Experience with finance teams, treasury systems, or worked within fintech finance or fintech platforms.