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crm fintech finance operations saas erp๐ Description
- Manage a portfolio of strategic customers, driving product adoption and ROI.
- Support customers in optimizing cash, treasury, payments and visibility.
- Translate business needs into scalable data and workflow structures across ERP, banking, payments and treasury.
- Drive activation depth, ROI and gross retention.
- Act as the voice of the customer across Product, Customer Success, Marketing and Commercial teams.
- Deep dive into treasury, payments and finance workflows to automate finance operations.
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