---
title: 'Customer Success Manager at Melio'
canonical: 'https://feeny.ai/job/customer-success-manager-melio-united-states-dfbymrp5ybvh'
type: 'job'
last_seen: '2026-09-07'
---

# Customer Success Manager at Melio

- **Company:** Melio
- **Location:** United States
- **Work type:** remote
- **Posted:** 2026-02-24
- **Last confirmed live:** 2026-09-07
- **Apply:** https://job-boards.greenhouse.io/melio/jobs/7643336003

## Job description

Customer Success Manager Location: Remote (required to live in one of the following states: AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT,VT)

Qualifications:

- 3+ years of experience in Customer Success, Account Management, Sales, or any client facing role.
- 1+ years experience utilizing a CRM software system, Salesforce preferred.
- Experience in a scaled customer success environment, maximizing impact for a large range of clients through scalable motions executed at key moments in a customer’s journey.
- Proven ability to adopt new technologies and teach others effectively.
- Strong communication and sales acumen, with the ability to understand the true needs of the customer, helping them tap into the full value of Melio’s platform for their unique business.
- Takes an analytical, strategic approach to our customers’ success, constantly iterating to improve the whole customer experience.
- Excited to bring new processes and procedures to continue to develop the customer journey at Melio.
- Enjoys working cross-functionally with other teams across the organization on a diverse range of internal and customer-facing initiatives.
- Excellent time-management skills, as well as the ability to remain flexible as the company and role evolves.
- Passionate about speaking with and building relationships with small business owners, helping their businesses succeed with Melio.
- Has a track record of taking on additional responsibilities outside of their direct scope, showing a natural curiosity.

Bonus Points:

- Experience working with small businesses in an account management or customer success capacity.
- Prior experience working in a SaaS environment and/or in the financial technology space

A day in the life and how you’ll make an impact:

- Own all strategic actions associated with customer engagement and retention efforts.
- Build dynamic relationships with your customers through meaningful interactions and comprehensive engagements, developing a deep understanding of their business needs to drive retention.
- Lead customers through early adoption and proactively shepherded them through lifecycle stages, educating on best practices, removing friction, and accelerating time-to-value.
- Continuously evaluate customer health signals and feedback to surface churn risks and growth pathways across the customer lifecycle.
- Execute proven sales methodologies to guide strategic customer conversations, deepen discovery, and influence outcomes for the customer and the business.
- Share ownership of “one-to-many” motions (e.g. webinars), when required, to support customer education at scale
- Work collaboratively alongside relevant Melio departments to ensure the voice of the customer is constantly elevated in a digestible, actionable format, and that the customer is receiving the utmost support and satisfaction.
- Proactively evaluate best practices when it comes to processes and procedures within the Customer Success role; suggest changes or enhancements to existing procedures to ensure the team’s motions are aligned with the goals of customers and the business.
- Leverage internal tools, such as Salesforce,Tableau, Outreach, and Gong to ensure effective communication and impact assessment.

About the team:

As a Customer Success Manager, you will manage Melio’s most valuable customers, overseeing the strategic growth and retention of top-tier accounts. You will act as a consultant at key milestones to ensure long-term success, drive deeper platform usage, and identify new avenues for  expansion. Additionally, you will regularly surface customer feedback to internal stakeholders, including leadership, Product, Voice of the Customer, and Strategy teams to continue to enhance the platform. You will own the consolidation of this feedback as well as the packaging and presentation of the insights.

About Melio USA:

- Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
- The annual base salary range for this position is $70,000 - $85,000 with an with an additional bonus component
- Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
- 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
- Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
- Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
- Food perks: Enjoy a weekly Seamless stipend
- Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.

Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.

Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our [careers page](https://www.lifeatmelio.com/) (or if you’re here already, scroll down and apply now!). This employer participates in[E-Verify](https://drive.google.com/file/d/1Hav72jolloAjHVMjwrj4mTymQA7Uw1je/view) and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

## About Melio

## Company Overview
- **One-liner**: Melio provides a B2B payment platform that enables small businesses to pay and get paid using their preferred methods, including bank transfers, credit cards, and checks, with integrated AI-powered automation.
- **Entity Type**: Private (Acquired by Xero in June 2025 for $2.5B–$3B)
- **Headquarters**: New York, New York, USA (with offices in Denver, Colorado, and Tel Aviv, Israel)
- **Founded**: 2018
- **Founders**: Matan Bar, Ilan Atias, and Ziv Paz

## Core Business
- **Primary industry**: B2B Payments / Fintech / Accounts Payable & Receivable
- **Target customers**: Small and medium-sized businesses (SMBs), bookkeepers, accountants, and CFOs in the United States.
- **Mission or purpose statement**: "To simplify business payments" and "equip businesses and their advisors with the tools they need to thrive in any environment."

## Products & Services
- **Melio Bill Pay (AP)**: A platform for businesses to pay vendors, contractors, and any business bill using ACH, credit card, wire, international transfer, or check. Includes features like approval workflows, batch payments, recurring payments, and vendor credit management. (SaaS)
- **Melio Invoicing (AR)**: A tool for creating professional, branded invoices and getting paid quickly and securely, with automated collection processes and live accounting software sync. (SaaS)
- **Agent Mel (AI Assistant)**: An AI-powered payment assistant that provides instant answers about bills, payments, and vendors, and automates bill entry and workflows. (AI Feature)
- **Melio Accounting Partner Program**: A program for accounting firms to manage client payments, automate approval workflows, and gain visibility across all client payments. (Service/Platform)
- **Embedded Payments (API/Partnerships)**: Solutions for financial institutions, software providers, and marketplaces to embed AP and AR solutions directly into their platforms. (API/Platform)

## Market Standing
- **Valuation/Market Cap**: Acquired by Xero in June 2025 for a deal valued between $2.5B and $3B.
- **Key Metric**: Total funding raised of $638M prior to acquisition. The platform processes tens of billions of dollars annually for over 100,000 businesses.
- **Notable Investors/Partners**: Fiserv, Capital One, Bessemer Venture Partners, Stripes, General Catalyst, and others. Partners include Xero, QuickBooks, Gusto, Amazon Business, and NetSuite.
- **Growth Signals**: Acquired by Xero in 2025 for up to $3B; processes tens of billions of dollars annually; serves over 100,000 businesses; launched AI assistant 'Agent Mel'; partnered with Amazon Business and Gusto; raised $150M from Fiserv and Capital One in 2025.

## Competitive Advantages
- **Deep Integrations**: Seamless 2-way sync with major accounting software (QuickBooks, Xero, NetSuite), making it a core part of a business's financial workflow.
- **Payment Flexibility**: Allows businesses to pay by credit card even where cards aren't accepted, and to pay over time (up to 12 installments), improving cash flow management.
- **AI-Powered Automation**: Features like AI bill capture and the 'Agent Mel' assistant reduce manual data entry and streamline AP/AR processes.
- **Strong Partner Ecosystem**: Embedded payment solutions for major platforms (Amazon Business, Gusto) and partnerships with leading financial institutions (Fiserv, Capital One).

## Strategic Focus
- **AI Integration**: Deepening AI capabilities to automate bill entry, workflows, and provide intelligent assistance (Agent Mel).
- **Global Payments**: Expanding international payment capabilities for vendors in their preferred currencies.
- **Platform Embedding**: Growing its embedded payments business by partnering with more financial institutions, software providers, and marketplaces.
- **Post-Acquisition Growth**: Leveraging Xero's global reach and resources to scale the platform and expand its customer base.

## Why Work Here
- **Culture & Mission**: A mission-driven company focused on simplifying business payments and helping small businesses succeed. The team is described as passionate about solving real-world problems for business owners and their advisors.
- **Growth & Impact**: As the "fastest-growing B2B payment platform in the US" (per their careers page), employees have the opportunity to work on a platform processing tens of billions of dollars annually, with significant impact on small businesses.
- **Work Environment**: Hybrid/office model with locations in New York City, Denver, and Tel Aviv. The company emphasizes a collaborative, fast-paced environment.
- **Engineering & AI Focus**: Strong emphasis on AI and automation (e.g., Agent Mel), offering engineers the chance to work on cutting-edge AI-powered financial tools.
- **Team Size**: Over 600 employees, indicating a mature but still growing organization.

## Sources
1. [meliopayments.com](https://meliopayments.com/)
2. [meliopayments.com/about-us](https://meliopayments.com/about-us/)
3. [job-boards.greenhouse.io/melio](https://job-boards.greenhouse.io/melio)
4. [cbinsights.com](https://www.cbinsights.com/company/melio)
5. [linkedin.com](https://www.linkedin.com/company/meliopayments)

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