Client Success Manager at TravelBank

San Francisco · Full Time
If you're looking for a company that offers fresh challenges, growth potential, and an authentic culture-first mindset, TravelBank is for you. Read More
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Job Description

TravelBank, the win-win business travel & expense system that everyone loves, is looking for a Client Success Manager.

We are defining travel and expense software for the next generation. Founded by highly successful entrepreneurs and backed by world-class investors and top tier VCs, TravelBank is building an amazing team where every employee can push boundaries, deliver a great product, and truly achieve success together. As a young and growing company we’re laser focused delighting our customers and hiring talented, passionate and entrepreneurial people to help us grow even faster. We focus on having fun, making a difference, and growing together.

• Energy and passion for delighting customers, eager to exceed their goals and expectations
• On-board new customers and provide training with a focus on company wide adoption
• A consultative nature, with the empathy to identify, understand, and solve customer pains/goals/opportunities, and the ability to shape a strategy to address them
• Become an expert in our product and identify opportunities to improve the customer experience
• Provide valuable feedback to the internal product and travel ops teams
• Finding and driving growth with existing accounts
• Experience delivering client-focused solutions based on customer needs
• Manages customer account renewals

About you
• Consistent track record of highly professional customer service in a fast paced, dynamic environment
• Strong interpersonal skills and experience building relationships
• Excellent verbal and written communication skills, with a high level of professionalism and keen attention to detail
• Ability to multi-task and handle matters with little supervision and with excellent follow up
• A strong entrepreneurial and can-do mindset, undaunted by shifting priorities, uncertainty, and a “figuring it out as we go” environment
• Self-motivated, hunger to learn, proactive team player with a natural curiosity and passion for learning
• Ability to deal with high pressure situations with poise, diplomacy and tact
• Excellent listening and empathy skills: you identify with the customer and want to help solve their problem
• Travel as needed

• 3+ years as an Account Manager/Client Success Manager with SaaS and/or enterprise software companies
• Able to communicate with VP’s, EVP, and C-level executives
• Confident, enthusiastic, and love working with customers to understand their business needs
• Strengthen client relationships with ongoing communication
• Proven ability to multitask, work under pressure and build ongoing relationships
• Excellent communication and presentation skills, both in-person and over the phone
• Be a team player, with a positive attitude
• Experience using a CRM tool
• BA/BS degree or equivalent

If interested, please contact

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What We're Building

TravelBank is a modern business travel management platform that uses a proprietary algorithm to predict travel costs and build budgets with real-time pricing. Designed for busy professionals, the app features a curated travel bookings portal with special corporate rates for business travel, a rewards program that incentivizes employees to choose more cost-effective options, and an expense reporting tool, all with 24/7 customer support.

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Ching-Ho Fung
Entrepreneur and investor
Reid Williams
Full stack technologist and leader. Co-founded Usability Dynamics. Masters @ GWU. Marine.
CJ Cipriano
Product Design @TravelBank
Steven Klein
Worked at Microsoft, TravelBank, Parature. Experience building scalable and reliable backend systems and API's. Went to Virginia Tech.
Dena Fradette
Proven strategic leader with 10+ years of marketing strategy and business development experience across internet advertising, retail and service industries.
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