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Bottomline Technologies

Customer Success Specialist

Bottomline Technologies, Portsmouth, New Hampshire, United States, 00215

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Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our team!

Position Summary As a

Customer Success Associate

(CSA) within Rest of World Banking, you are responsible for optimizing and enriching the customer experience through proactive engagement strategies for your assigned portfolio of customers. Our goal is to protect and grow the revenue in our existing customer portfolio. You will serve as the main point of contact for customers, help them achieve their goals, resolve challenges, and drive engagement. You will lead our customers to their desired outcomes and demonstrate the significance of the strategic partnership with Bottomline Technologies. Through a consultative approach, you will proactively engage and enable the customer throughout the journey to ensure success and delight.

This role is remote-friendly; however, we have a preference for candidates located in the Eastern time zone to support team collaboration and alignment with core working hours.

How You'll Contribute

Customer Management & Retention

Develop long-term relationships with customers, understanding their business needs.

Protect the revenue and maximize renewal opportunities.

Act as a strategic advisor, identifying opportunities for upselling and cross‑selling.

Monitor customer health scores and proactively address potential issues.

Communication – Voice of the Customer

Be the internal voice to raise awareness if there is risk and drive the teams to mitigate it.

Outstanding verbal and written communication skills, with the ability to present to a diverse audience, both internally and externally.

Support & Problem Solving

Serve as the main point of contact for customer inquiries and concerns.

Work cross‑functionally with sales, support, and product teams to resolve customer issues.

Performance Tracking & Reporting

Monitor customer engagement metrics, churn rates, and overall satisfaction.

Prepare reports and insights on customer success initiatives.

Qualifications

3-5+ years of SaaS Customer Success or Account Management experience.

Demonstrated commercial mindset, with an understanding of “selling moments.”

Process orientation, with a keen focus on Customer goal achievement KPI’s.

Experience using data to drive growth and retention campaigns.

We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. We're proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.

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