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Upflow
New York, USA
Source: Upflow careers · View original posting
From Upflow's posting. “We” and “our” refer to the employer.
Location: Our New York offices, near Grand Central. In-office, 4 days/week.
Upflow is the Financial Relationship Management (FRM) platform that helps B2B finance teams collect smarter and get paid by their customers faster, with AI agents working alongside the team.
Today, the order-to-cash process is mission critical for businesses, yet it remains fragmented across tools, teams, and workflows. Upflow brings this entire process into one system — four products covering the cycle from invoice to cash (Insights, Collections, Payments, and Cash Application), with AI agents that work alongside the team and a shared intelligence layer underneath.
We serve 500+ companies across 30+ countries, including Vercel, Lattice, and Productboard, and are backed by leading investors including Y Combinator, Hedosophia, Hexa, and Lorimer. With teams across the US and Europe, we're building a category-defining company at the intersection of finance, payments, and AI.
To learn more about what we do, visit upflow.io
. For a behind-the-scenes look at how we work as a team, head to the Inside Upflow section of our blog at upflow.io/blog/inside-upflow.
Upflow is looking for a talented Customer Success Manager to join our Customer Success team, owning a portfolio of US accounts. Our Customer Success team is dedicated to delivering an outstanding customer experience, achieving excellent Net Revenue Retention, and championing the value Upflow brings to its users.
Upflow is a product-led organization with a strong focus on easy sign-up, seamless onboarding, minimal time-to-first-value, and communicating with users through the product to unlock revenue.
The CSM owns the customer relationship end-to-end from the completion of onboarding through to renewal: value delivery, health monitoring, retention, and expansion. They collaborate closely with Sales, Marketing, and Product/Engineering.
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