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

• 4–6 years of total experience, with at least 1–2 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.