Customer Support Specialist
Samsara
CloudIoTMacOS
Job Level
Senior
Tech Stack
CloudIoT
About the role
- Own the end-to-end credit review process for the most strategic and high-value accounts, ensuring alignment with company policies and risk tolerance.
- Serve as the internal subject matter expert on credit risk, providing advanced analysis and insights to Deal Desk and Sales leadership to support complex deal structures.
- Proactively identify and manage high-risk scenarios, providing clear recommendations and escalating to leaders when necessary.
- Mentor and provide guidance to junior team members, sharing best practices and elevating the quality of credit analysis across the organization.
- Lead initiatives to improve the credit management process, championing and implementing solutions for automation, workflow optimization, and policy enhancements.
- Collaborate with cross-functional leadership to develop and refine credit policies and programs that balance business growth with financial health.
- Maintain the accuracy and integrity of all credit data by actively monitoring and managing credit tools and databases.
- Champion and embed Samsara’s cultural principles as the team scales globally.
Requirements
- 4+ years of professional experience in credit analysis, finance, or a related role, with a proven track record of handling complex cases.
- Demonstrated experience in independently managing processes and influencing stakeholders with data-driven insights.
- Strong analytical skills with a proven ability to interpret financial data and credit reports.
- Professional-level written and verbal fluency in English.
- Excellent attention to detail and a high degree of accuracy.
- Ability to work autonomously and collaboratively in a fast-paced, dynamic environment with minimal day-to-day direction.
- Strong written and verbal communication skills to effectively interact with and influence internal and external stakeholders.
- Adaptability to work a flexible schedule to support global operations, including adjusting hours to provide critical coverage for regions with higher volume.
- Willingness to work a rotating holiday schedule to ensure business continuity and support quarter-end financial cycles, which may conflict with local holidays.
- Previous experience in the banking, lending, or financial services industries (preferred).
- Experience in a SaaS or technology company (preferred).
- Experience with global credit management and international financial regulations (preferred).
- Proven ability to influence and align cross-functional leaders to achieve strategic objectives (preferred).
- A track record of driving significant process improvements and operational efficiencies (preferred).
- Salesforce and Zendesk experience (preferred).
- Aptitude for building and maintaining strong relationships with key stakeholders and peers (preferred).
