Panax- Customer Success Manager (CSM)
Team8
Description
Panax is a well-funded Series A Fintech startup based in Tel Aviv and New York. Our mission is to help companies transform complex cash management into a strategic opportunity, enabling finance teams to control, optimize, and elevate financial performance across borders. We’re building a next-generation cash flow management platform that empowers finance teams with the clarity and tools they need to lead with confidence.
As we continue to grow, we’re looking for a passionate Customer Success Manager to join our team. This is a high-impact role where you’ll partner with our customers throughout their journey, helping them unlock the full value of Panax, achieve their goals, and become long-term advocates.
This role requires a hands-on approach, with the ability to dive deep into customer data, analyze financial and operational flows, and proactively identify issues, inconsistencies, or data gaps. You’ll be instrumental in bridging the gap between client needs and product capabilities, ensuring every customer gets tangible, measurable value from Panax.
You’ll work closely with sales, product, and operations teams to ensure a seamless customer experience while providing strategic guidance to finance leaders at some of the most exciting companies around.
Responsibilities:
- Lead discussions with CFOs and finance teams to understand and address their unique business requirements using Panax, streamlining and automating financial processes.
- Conduct compelling product demos, showcasing Panax’s ability to solve real pain points and provide end-to-end solutions.
- Own the post-sale customer journey, including implementation, training, adoption, renewals, and upsells.
- Collaborate cross-functionally with sales, product, and operations teams to evaluate customer needs, surface feedback, and improve product engagement.
- Build strong, trusted relationships with customer stakeholders to ensure long-term satisfaction and account growth.
Requirements:
Requirements:
- Bachelor’s degree in Accounting or equivalent experience – Must
- Up to 5 years experience, out of which 2 in customer success or other client-facing roles, ideally within a fintech startup – An advantage
- Fluent English (native or near-native) – Must
- Willingness to work US business hours.
- Experience working with CRM platforms such as HubSpot – Advantage.
- Strong analytical skills with a keen eye for detail, including the ability to interpret and investigate financial or operational data to surface issues and trends.
- Excellent verbal and written communication skills with the ability to influence executive-level stakeholders.
- Highly organized with great time management skills and a proactive mindset.
- Passion for delivering value to customers, solving problems, and creating exceptional experiences.
- A collaborative team player who thrives in a fast-paced, dynamic environment.