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Lorimer Ventures
Lorimer Ventures

Implementation & Customer Success ManagerNew YorkJune 20, 2024 11:23 AM



Customer Service, Sales & Business Development
New York, NY, USA
Posted on Tuesday, June 25, 2024

Implementation & Customer Success Manager

Job Posted
June 20, 2024 11:23 AM
New York
Partner Success

Company Description

At OatFi, we’re building the complete API infrastructure for B2B payment platforms to embed and monetize working capital solutions. We’re dedicated to enhancing financial access for SMBs, and supporting the ongoing paradigm shift happening in B2B payments.
By leveraging OatFi’s API, platform partners empower commercial end-users with the tools needed to collapse their cashflow conversion cycles, supporting organic growth while shepherding billions in offline payments volume online.
We are a fast-growing company offering an opportunity for the right candidate to join at the ground floor. At OatFi, you will have the chance to shape the future of fintech and make a significant impact from day one.

Job Description

As the founding Implementation & Customer Success Manager at OatFi, you will guide our partner platforms through the implementation process, ensuring they receive the support needed for a successful launch. You will be the primary contact for new customers during their implementation phase, working with them to plan integration, manage development, execute the launch, and address any questions that arise.
You will continue to support customers after go-live, at which point you will own the post-sale relationship for a seamless transition to their long-term contact at OatFi. Additionally, you will contribute to refining our implementation and customer success processes, expanding our customer-facing knowledge base, and standardizing the implementation for various working capital products across multiple configurations and payment rails.
Throughout the process, you will closely collaborate with our product and engineering teams, communicating customer feedback and staying updated on relevant feature releases. You will report directly to the CEO.


Develop a deep understanding of OatFi’s products, APIs, customers, and their products
Engage with prospective partner platforms to understand their desired working capital products and technical designs
Collaborate with customers’ product, engineering, finance, design, and operations teams to plan and manage implementations
Create Partner implementation plans that ensure correct technical application, define key milestones, and meet ecosystem requirements
Assist in the configuration, testing & QA, and deployment of new lending programs
Build and maintain strong relationships with customers, acting as their primary point of contact post-implementation to ensure ongoing success
Monitor customer performance and product usage to provide proactive recommendations and solutions that drive business outcomes and maximize the value of OatFi's products
Conduct regular meetings with customers during the implementation phase
Create user recipes within API docs to streamline implementations
Troubleshoot functional issues during implementations
Refine and enhance OatFi’s implementation process and tools
Expand our customer-facing knowledge base and internal documentation related to implementations
Accelerate implementation timelines and reduce time-to-value

Minimum Qualifications

3 years of implementation management experience with technical products
Experience with API-first products and a solid understanding of implementing API-first infrastructures
Comfortable interfacing with tech leads from partner platforms and discussing technical aspects
Bachelor’s or master’s degree in a quantitative discipline (e.g., CS, engineering, math, business, finance, or economics)

Preferred Qualifications

Exposure to financial services and a strong understanding of various lending and trade finance products
Experience in fintech or financial services
Familiarity with Jira, Hubspot, and Postman

OatFi Culture

As an early employee at OatFi, you will play a crucial role in building our company culture and upholding our values – Be Kind, Be Curious, and Be Effective.
We are a team of tinkerers, truth seekers, and doers who love to collaborate. We embrace challenging problems and are always ready to help a teammate in need. We check our egos at the door, striving for the best outcomes for our team, stakeholders, and partners alike.
OatFi’s office is based in NYC, and we are focused on building a strong in-office culture. However, we are also open to hiring remote candidates if they are the right fit for our team.

You’ll Fit in Well If You…

Are a quick learner and a natural problem solver
Are kind and handle disagreements with grace and intellectual curiosity
Thrive with ownership and can prioritize and execute tasks diligently
Get excited about building fintech infrastructure and enjoy discussing B2B payments
Are an excellent communicator, able to simplify complex topics
Are a team player, knowing when to put your foot on the gas and when to take a breather


100% company-paid medical, dental, and vision
Employee Stock Option Program at a high-growth startup
20 vacation days plus federal holidays

How to Apply

Email us at tucker@oatfinancial.com
Include the role's title in your subject line.
Send along links or screenshots that best showcase your work.