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Director of Customer Success

About Orum.io

Orum is an intelligent all-in-one payments platform that unlocks instant, intelligent money movement in any direction with a single API. Powered by proprietary payment intelligence, Orum optimizes transactions for speed, cost, and risk, enabling intelligent routing across multiple rails – revolutionizing how consumers and businesses send, receive and access money. Orum's vision is to power a better financial system where everyone has the freedom to build to their potential.

The Orum team is helmed by expert fintech operators from LearnVest, Marqeta, N26, Square, Stripe, and Stash and has raised over $82M from leading investors, including Accel, Canapi, Bain Capital Ventures, Inspired Capital, Homebrew, Acrew, BoxGroup, Clocktower Ventures, Primary Ventures, SVB Capital, and American Express Ventures. To learn more, visit Orum.io.

At Orum, we are a remote-first and people-first company. We believe that working remotely presents a unique opportunity to build a diverse team that opportunistically leverages distance to asynchronously work better. We have thoughtfully invested in the right tools and practices that will enable individuals to bring their best selves to work while having the flexibility and support to enjoy their personal lives. We are committed to cultivating an equitable and inclusive work environment where everyone's voice matters. If you'd like to play a part in crystallizing the vision of a world where money is smart, real time, and fully automated, we'd love to hear from you.

THE ROLE

We are looking for a Director, Customer Success to create, develop and execute on a strategic plan to foster the growth of Orum's customers. The role will have a direct impact on our core metrics of Sales Bookings (Bookings), Total Payments Volume (TPV) and Annual Recurring Revenue (ARR) while also providing the opportunity to work cross functionally. Day to day you will be supporting Orum's customers with strategic initiatives to grow their business while leveraging our modern money movement platform.

THE OPPORTUNITY

This is a high ownership role where you will drive and influence the direction of our customers by managing the day to day relationships with our customers. You will have the opportunity to work cross-functionally across the organization – giving you exposure outside of the core revenue function and giving you visibility into our product road map, business model and onboarding process.

THE TEAM

You will work with a group of teammates who are mission driven with a vision to fundamentally change the way consumers and businesses interact with traditional money movement. Additionally, you will work directly with the executive team in this role while also having impact across the organization.

YOUR IMPACT

Within 1 Month, You'll:

  • Complete Orum's onboarding process
  • Understand the Orum value propositions, how our customers leverage our platforms and ask questions on the configurations
  • Scope and analyze the handoff process from our Delivery (implementation) team to the Customer Success team
  • Develop relationships with key cross functional stakeholders
  • Engage with your book of customers to understand the roster, decision making process, and engagement with Orum

Within 3 Months, You'll:

  • Gain an understanding of our business model and provide insights to our pricing structure, commercial terms and initial analysis on ways to create incremental revenue opportunities
  • Iterate and create new documentation and processes to improve our customers experience
  • Work with your manager and the rest of the revenue team to improve the tracking and managing of internal information - KPI's, Documentation, Salesforce data, etc.

Within 6 Months, You'll:

  • Have a mastery of your book of customers and be able to hold conversations with the respective executives, team leads
  • Expand and grow the business to achieve goals related to TPV and ARR
  • Have domain knowledge of our platform and product to help provide customer feedback to our Product and Engineering teams
  • Have the ability to forecast customer metrics and knowledge of the models to help with FP&A guidance

You Should Apply If:

  • You have 5-7 years in customer success w/ 1-2 years leading a team.
  • You're a self-confident person who is willing to constantly represent the voice of the customers in order to improve our decision-making processes.
  • You have knowledge and expertise in developing Annual Customer Plans with details around strategic initiatives, innovation sessions and expansion opportunities.
  • You're constantly thinking about ways to improve the customer experience related to our platform, technology, and services.
  • You have knowledge of the payments landscape, specifically around the core money movement would be an advantage
  • You have experience with forecasting and modeling
  • You have proven success in attaining revenue, growth and renewal targets.
  • You are extremely analytical, process-oriented, and love to live in the metrics of your customers.

About our Benefits

  • Competitive Salary
  • 100% paid medical for you and your dependents, as well as dental and vision plans
  • Healthcare and Dependent Care FSA
  • 401(k) Matching
  • Employee stock incentive plan
  • Take what you need PTO
  • 12 paid holidays & 1-week company-wide time off in December
  • Paid parental leave
  • Paid monthly mental health days for you to reset and focus on your personal well being
  • Weekly meeting-free, deep-work days
  • Bi-weekly paid virtual "Cafeteria" lunches
  • Subsidized membership to co-working spaces
  • Quarterly health and wellness stipend
  • Stipends for remote office supplies
  • Ongoing professional development

Pay Transparency

At Orum, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. Base salary is market driven at the point in time of offer and is based on tier 1 market data. The salary for this role will range between $180,000 to $220,000 and is determined on a few factors including your skills, prior relevant experience, quality of interviews, and leveling.

About our Benefits

  • Competitive Salary
  • 100% paid medical for you and your dependents, as well as dental and vision plans
  • Healthcare and Dependent Care FSA
  • 401(k) Matching
  • Employee stock incentive plan
  • Take what you need PTO
  • 12 paid holidays & 1-week company-wide time off in December
  • Paid parental leave
  • Paid monthly mental health days for you to reset and focus on your personal well being
  • Weekly meeting-free, deep-work days
  • Bi-weekly paid virtual "Cafeteria" lunches
  • Subsidized membership to co-working spaces
  • Quarterly health and wellness stipend
  • Stipends for remote office supplies
  • Ongoing professional development

Not sure if you meet the qualifications? Keep reading…

Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So if you think you have the appropriate qualifications, but don't meet every single point on the job description, we encourage you to apply. We promise to review your application.

Orum.io provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to developing a barrier-free and inclusive recruitment process and work environment. If you require any accommodation, please email us at talent@orum.io and we'll work with you to meet your accessibility needs.

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CEO of Orum.io
Orum.io CEO photo
Stephany Kirkpatrick
Approve of CEO

Orum’s mission is to build the infrastructure for a frictionless financial system. We envision a world where money is smart, real time, and fully automated.

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DATE POSTED
July 19, 2022

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