Jobs at Transfr

Own renewal and expansion lifecycle for a portfolio of SaaS/EdTech customers. Drive retention, identify upsell opportunities, lead executive reviews, build ROI-driven business cases, manage negotiations, maintain forecasts and CRM records, and collaborate cross-functionally to ensure customer success and revenue growth.

The Account Executive will drive new business development in K12 and higher education sectors, manage the sales cycle, and build customer relationships. The role involves solution design, leveraging sales strategies, and analyzing workforce trends to expand opportunities.

Lead operating expense planning, budgeting, forecasting, and monthly reporting. Build financial models, analyze variances, track headcount and spend, and partner with department leaders. Support cash flow forecasting, KPI/dashboard development, process improvements, and cross-functional collaboration with Accounting, Rev Ops, BI, and People. Gain exposure to SaaS metrics and strategic finance initiatives.

Embed with Sales and SDR teams to improve pipeline hygiene, forecasting, Salesforce configuration, and reporting. Build analyses and models, manage cross-functional operational projects and roadmaps, optimize sales processes, and enable data-driven revenue decisions to support new business acquisition and funding efforts.

The Customer Success Manager handles a portfolio of 150+ accounts, focusing on onboarding, customer health monitoring, and ensuring adoption of the Transfr platform.