Customer Success Manager

We are currently looking for a  Customer Success Manager to join our team. The CSM will evangelise Yapily within our existing clients and build strategic relationships from C-suite down. We are looking for someone who can drive revenue within our customer base, seek new opportunities within their portfolio, as well as help shape the product offering in response to our customers’ needs and strategic plans. Yapily thrives on collaborative success, where customer focus and delivery is at the heart of everything we do.

Who are Yapily？

Yapily is an open banking infrastructure platform solving a fundamental problem in financial services today: access. Historically, card networks have monopolised the global movement of money, and banks have monopolised the ownership of, and access to, financial data.

Yapily was founded to challenge these structures and create a global open economy that works for everyone. We exist behind the scenes, securely connecting companies - from growth to enterprise - to thousands of banks worldwide, enabling them to access data and initiate payments through the power of open banking.

Culture is everything

We’re standing at the forefront of a transformative era for financial services…and we act like it. We’re curious, hard-working innovators who want to challenge the norm and build what’s next.

Requirements

• Managing the relationship of our existing clients with Yapily and building strategic relationships from C-suite down
• Setting, tracking, and achieving success metrics with customers
• Creating, managing, and executing Success Plans across a portfolio of customers, driving product adoption and customer value realisation
• Seeking new business opportunities within existing accounts and increasing the usage within these accounts
• Helping shape the product offering in response to our customer's needs and strategic plans
• Forecasting and driving revenue within our Installed Base
• Trend analysis of your customer behaviours and sharing findings with our Yapily team
  
  
  We would love you to have:
• Experience managing accounts in SaaS financial technology software company
• Account management experience at C-suite level within corporates, banks and Fintechs is preferable
• A track record of overachieving target as an individual contributor
• Entrepreneurial and motivated spirit with a hunger for new challenges
• Good understanding of Open Banking and API technologies, trends and concepts
• A proactive approach to identifying new business opportunities
• Experience and proven ability to represent our company to all customers, suppliers and authorities
• An analytical approach to portfolio management with a high sales acumen.

Interview Process

The application process consists of a 30 minute phone interview with a member of the people team, followed by video interviews with the hiring manager and various team members. There will also be a Strengths & Values conversation which will give you an opportunity to learn more about our culture and for us to understand how you like to work.  You might also meet with a member of the management team and or have a short technical test depending on the role you are applying for.  All interviews are held via Zoom or Google Meet currently. 

Benefits

• 25 days holiday a year (plus bank holidays) in the UK,
• We also offer an additional one days holiday after 1 years service up to the value of 5 days over 5 years 
• We’re serious about work/life balance and operate hybrid working, giving you the flexibility to work from home, working from our amazing office space or work abroad for up to 30 days per year - Nomad Working 
• We offer enhanced Paternity and Maternity leave
• Comprehensive Private Medical Insurance through BUPA
• Comprehensive and tailored mental health support through an award winning provider
• Company Pension Scheme 
• Life Assurance / Income Protection
• £200 annual Learning and Personal Development budget
• £200 work from home set up allowance, which you can put towards your home office
• Cycle To Work Scheme 
• Access to many discounts through the Yapily Benefits Hub
• Employee Referral Scheme  which offers £1000 per employee referral
• Team Activities - we have a monthly social budget to support getting together over pizza 🙂
• Daily snacks provided in the office.
• Dog Friendly Office

Last updated on Jul 2, 2024