Ag Credit Analyst - Customer Success

Overview

This role involves supporting American family farms by providing financial analysis and coaching to help farm families make informed decisions and strengthen their operations. The position focuses on onboarding new customers, maintaining ongoing relationships, and ensuring customer retention through proactive financial guidance.

Responsibilities

• Onboard new customers by accurately loading financial data and helping farmers understand their operations better within 30 days.
• Conduct proactive, scheduled touchpoints with customers, prepared with knowledge of their financials, marketing plans, and debt structures.
• Monitor customer accounts to identify early signs of risk and take action to ensure retention.
• Develop and document onboarding, communication, and retention methods to establish team standards.

Requirements

• Must be located in the United States and able to work remotely with Central Time zone overlap.
• Minimum of 3 years experience as a credit analyst, portfolio manager, or relationship manager at an agricultural bank, Farm Credit association, or agricultural lender.
• Proficient in spreading farm financials, building cash flow projections, calculating cost of production and breakevens.
• Ability to explain financial concepts such as working capital in clear, plain language.

Preferred Qualifications

• Experience or familiarity with AI tools for financial analysis and workflow automation.
• Background serving a variety of farm operation sizes and types.

Compensation & Benefits

• Salary range: $80,000 - $110,000 base plus bonus tied to onboarding completion and retention outcomes.
• Health Reimbursement Program.
• 401(k) retirement plan participation.
• Flexible Time Off plus paid company holidays.
• Up to $500 annual reimbursement for home office and wellness expenses.

Additional Information

Applicants will be required to submit a 2-3 minute video introducing themselves and explaining working capital to a farmer in their own words.

The organization participates in E-Verify.