we are looking for a Junior Customer Success Manager.
This role reflects an evolution of our Customer Success function: rather than a CSM managing day-to-day account needs, this is a strategic ownership role for our hyper-growth book.
What youll do:
Manage a portfolio of 85+ startup and scaled accounts as their main day-to-day contact, keeping account health and activity current.
Drive activation and adoption after go-live, making sure customers fully use the cards, expense, and spend management features they signed up for
Monitor usage data and health signals to spot churn risk early, and escalate with a clear recommended next step
Run regular check-ins with customer admins and finance teams, and prepare business reviews for larger accounts
Own the expansion opportunities process for your portfolio: identify, qualify, and drive upsell and cross-sell opportunities.
Own the renewal process for your portfolio end to end: track upcoming renewals, flag risk early, lead the renewal conversation, and close renewals on time
Resolve customer requests and escalations in partnership with Support, Operations, and Implementation
Share customer feedback with Product and Marketing to help shape the roadmap and customer communications
Use AI tools daily to work faster: account research, call summaries, follow-ups, and reporting
Requirements: At least 1-2 years in a customer-facing B2B role.
2-4 years of customer service experience, or 1-2 years as a Customer Success Manager or in Business Development and sales.
Clear, confident written and verbal communication (Both English and Hebrew), comfortable leading calls with finance admins and controllers
Highly organized, able to manage a high volume of accounts and prioritize using data
Comfortable with spreadsheets and usage data, and curious about what the numbers say about a customer
Experience with a CRM tool (Salesforce or similar) is required
Hands-on experience working with AI tools (Claude, Gemini) is required
Coachable and eager to learn the product inside out, and to explain why it matters to the customer
Strong team player who works well with Sales, Support, Implementation, and Product
Nice to have
Fintech, payments, or spend management background
Experience at a fast-growing B2B SaaS company
Familiarity with finance workflows such as expense management, accounts payable or accounting system integrations
This position is open to all candidates.