Customer Success Manager at doola | Torre

Customer Success Manager

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Full-time

Legal agreement: Employment

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Remote (for Argentina residents)
Remote (for Chile residents)
Remote (for Colombia residents)
Remote (for Estonia residents)
Shared by
Emma of Torre.ai
about 2 months ago

Responsibilities


About dooladoola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures.About the RoleOwn the full post-sale lifecycle for doola's embedded API and white-label partners, from onboarding and activation through expansion and renewal, ensuring every signed partner drives real formation volume and becomes a compounding revenue asset.Key responsibilitiesDrive partners from contract signature to first live formation within 14 to 30 daysMaintain a documented health score (formation volume) for every active partnerRun structured quarterly business reviews (QBRs) and proactive touchpointsManage the at-risk designation process and own escalation pathsTreat formation revenue as the floor, not the ceiling; surface API expansion opportunities (annual reports, ITIN, tax downstream attach)Track partner-sourced downstream revenue as a core success metricServe as the voice-of-partner into product, operations, and salesLog all custom partner requests with a repeatability assessment and revenue potential before any engineering triageEnsure no partner churns without a documented save attemptEnforce annual contracts per policy and own the renewal cycleSkills and qualifications3 to 6+ years in B2B SaaS account management, customer success, or partnershipsManaged a book of 20+ B2B partners or accounts simultaneously (no affiliate or referral programs)Owned or contributed to a partner onboarding playbookWorked cross-functionally with product and engineering on API or integration requestsComfortable reading API docs, understanding webhook flows, and communicating integration requirements without being a technical pass-throughNegotiated contract renewals or term adjustments with B2B partnersDemonstrated HubSpot CRM rigor; every partner interaction logged, pipeline stages maintainedBachelor's degree or equivalent experienceBonus qualificationsSaaS startup experience, ideally in FinTech, LegalTech, or complianceBuilt a partner health scorecard from scratchFamiliarity with technical terminology around APIsWhy join usFirst dedicated partner success seat within the organizationWork at the intersection of fintech, API infrastructure, and global founder enablementOpportunity to work with a dynamic and innovative company at the forefront of the industry.Collaborative and supportive team environment with opportunities for growth and development.Flexibility to work remotely from anywhere with a stable internet connection.Competitive compensation package with performance-based incentives.If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you! Join us at doola and be part of a team dedicated to simplifying the path to business success. doola is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.