This is a strategic, relationship-owning role. You’ll be the main point of contact for a portfolio of Mesh’s Start-up and growth customers, responsible for their satisfaction, retention, and growth, and for surfacing risk, renewal, and expansion opportunities before they become urgent. This role reflects an evolution of our Customer Success function: rather than a CSM managing day-to-day account needs, this is a strategic ownership role for our hyper-growth book.

What you’ll do

• Manage a portfolio of 85+ startup and scaled accounts as their main day-to-day contact, keeping account health and activity current.
• Drive activation and adoption after go-live, making sure customers fully use the cards, expense, and spend management features they signed up for
• Monitor usage data and health signals to spot churn risk early, and escalate with a clear recommended next step
• Run regular check-ins with customer admins and finance teams, and prepare business reviews for larger accounts
• Own the expansion opportunities process for your portfolio: identify, qualify, and drive upsell and cross-sell opportunities.
• Own the renewal process for your portfolio end to end: track upcoming renewals, flag risk early, lead the renewal conversation, and close renewals on time
• Resolve customer requests and escalations in partnership with Support, Operations, and Implementation
• Share customer feedback with Product and Marketing to help shape the roadmap and customer communications
• Use AI tools daily to work faster: account research, call summaries, follow-ups, and reporting

What we’re looking for

• At least 1-2 years in a customer-facing B2B role.
• 2-4 years of customer service experience, or 1-2 years as a Customer Success Manager or in Business Development and sales.
• Clear, confident written and verbal communication (Both English and Hebrew), comfortable leading calls with finance admins and controllers
• Highly organized, able to manage a high volume of accounts and prioritize using data
• Comfortable with spreadsheets and usage data, and curious about what the numbers say about a customer
• Experience with a CRM tool (Salesforce or similar) is required
• Hands-on experience working with AI tools (Claude, Gemini) is required
• Coachable and eager to learn the product inside out, and to explain why it matters to the customer
• Strong team player who works well with Sales, Support, Implementation, and Product

Nice to have

• Fintech, payments, or spend management background
• Experience at a fast-growing B2B SaaS company
• Familiarity with finance workflows such as expense management, accounts payable or accounting system integrations

Sounds like your kind of challenge?

Send your resume to mesh-jobs.csm@meshpayments.com, and let’s talk!