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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project management and implementation within B2B SaaS, fintech, or finance software, with a strong focus on client engagement and satisfaction. Capable of leading complex deployments, ensuring tool adoption, and providing strategic advice on treasury management.
Highest-signal resume keywords
Project ManagementB2B SaaS ExperienceClient EngagementData IntegrationFluent in French and English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementImplementationData IntegrationTreasury ManagementProcess ImprovementStakeholder MappingGantt ChartsTime TrackingCRM ManagementBusiness Acumen
Soft Skills
CommunicationCoachingRelationship BuildingAutonomyProblem Solving
Tools & Technologies
Gantt ChartsCRM SoftwareProject Management ToolsERP ConnectorsBanking Connections
Industry Keywords
B2B SaaSFintechFinance SoftwareClient SatisfactionNPSCSAT
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Ensure new key accounts adopt Agicap and recognize value by managing implementation projects on time and on budget
- Define and communicate clear implementation plans, expectations, next steps, deadlines and deliverables
- Organize and lead deployment steering committee sessions for new key accounts
- Collaborate with CS teams, Implementation Consultants, the CS Tech department and product management
- Understand client challenges and needs and provide suitable solutions
- Use project management tools including Gantt charts, time tracking files and stakeholder mapping
- Follow up with product teams on implementation projects
- Select the best Agicap setup based on customer needs
- Ensure data integration setups fit customer requirements with the CS Tech department
- Share client feedback with technical and product teams and beta-test prototypes
- Support and train new and complex clients during implementation and adoption of new features
- Build sustainable relationships with users and decision makers
- Drive upselling focused on sticky features
- Coach and provide feedback to consultants
- Advise customers on treasury management
- Serve as the central communication point for strategic accounts during implementation
- Ensure tool adoption and long-term customer retention
- Maintain high satisfaction indicators including NPS and CSAT
- Improve processes to boost prioritization and efficiency
- Keep CRM data up to date
- Report regularly on performance
- Share expertise and best practices with the team
- Provide qualitative handovers to collaborating teams
Requirements
What you’ll need- 5+ years of experience in project management, implementation or consulting
- Experience ideally in B2B SaaS, fintech or finance software
- Experience leading complex, multi-stakeholder deployments for mid-market or enterprise clients, several in parallel
- Comfortable engaging CFOs and finance leaders directly, handling friction and escalations autonomously
- Solid business, finance or treasury acumen, or a strong appetite to build it fast
- Comfortable with technical topics including data integrations, banking connections, ERP connectors and dialogue with IT teams
- Structured and methodical, with experience building processes
- Excellent level of French, able to lead full business conversations
- Fluent level of English
- Enjoy sharing expertise and helping more junior profiles grow
- Ambitious, autonomous and comfortable in a fast-moving, entrepreneurial environment
Benefits
Comp & perks- An attractive salary package
- Swile meal vouchers
- Direct exposure to C-level executives at mid-market and key accounts
- Opportunity for rapid career advancement within the Customer Success team
- New 1000 m² offices at Gare de Vaise (Lyon)
- A pivotal moment to join a fast-growing scale-up
- A highly entrepreneurial environment that is empowering, highly educational, and offers a lot of autonomy
- A vibrant and passionate work atmosphere with a true team spirit
- 1/2 day of remote work per week
