Customer Success Specialist

Growfin is a fast-growing SaaS company that helps finance teams including Controllers, VPs of Finance, and CFOs simplify their cash flow operations. Our platform streamlines collections, cash application, and forecasting, helping finance leaders operate with greater visibility and efficiency.We're proud of our collaborative, high-energy culture, and we're looking for a

Customer Success Specialist

who's passionate about building relationships, solving customer problems, and helping clients get the best out of Growfin.

What You'll Do

• Support Customer Success Managers in designing and executing engagement strategies aligned with customer goals.
• Onboard new customers, helping them understand and adopt Growfin's platform effectively.
• Conduct regular check-ins and assist customers with day-to-day queries and feature usage.
• Gather insights on customer needs and pain points, and collaborate with internal teams (Product, Engineering, and Support) to drive resolutions.
• Monitor key success metrics such as product adoption, usage health, and customer satisfaction (CSAT/NPS).
• Prepare reports and presentations for business reviews and internal discussions.
• Identify upsell and cross-sell opportunities in collaboration with account owners.
• Create simple and clear documentation, how-to guides, and product walkthroughs to enhance the customer experience.
• Act as a bridge between customers and Growfin's internal teams to ensure smooth communication and fast issue resolution.
  

What You'll Bring

• 46 years of total experience, with at least 12 years in Customer Success, Account Management, or Customer Support in a SaaS company.
• Strong communication and relationship-building skills you can turn complex topics into simple, actionable guidance.
• Good understanding of SaaS product workflows; prior exposure to finance-related tools is a plus.
• Comfort with data, metrics, and dashboards (knowledge of tools like HubSpot, Gainsight, or similar is a bonus).
• A proactive, problem-solving mindset and genuine curiosity about how customers use technology to achieve business goals.
• Experience working with US or European enterprise customers will be an added advantage.