Ag Credit Analyst - Customer Success

Overview

This role supports agricultural finance customers by taking financial information from onboarding through ongoing service and retention. The work focuses on analyzing farm financials, building projections, and helping farmers understand their own operation’s cash flow and working capital in plain language.

Responsibilities

• Onboarding (first 30 days): Take new customers from signed-up to confident by loading accurate financials and ensuring farmers understand their operation better within 30 days.
• Ongoing care: Provide proactive, scheduled touchpoints with prepared materials, including familiarity with the customer’s numbers, marketing plan, and debt structure before meetings.
• Retention: Help ensure customers renew by identifying wobbling accounts early in the data and taking proactive action.
• Set the team’s standard: As the first hire in this profile, establish onboarding, communication, and retention methods that become the documented standard and playbook for the team.

Requirements

• Location/Work arrangement: Must be located in US (Remote with Central-time overlap).
• Experience: 3+ years as a credit analyst, portfolio manager, or relationship manager at an ag bank, Farm Credit association, or ag lender.
• Financial analysis skills: Ability to spread farm financials, build cash flow projections, calculate cost of production/breakevens, and explain financial concepts such as working capital in plain language.

Preferred Qualifications

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

Compensation & Benefits

• Salary: $80,000 - $110,000 base + bonus tied directly to onboarding completion and retention outcomes.
• Healthcare: Health Reimbursement Program
• Retirement: 401(k) participation
• Time Off: Flexible Time Off plus Paid Company Holidays
• Remote Work Support: Up to $500 annual home office and wellness reimbursement

Location

US (Remote with Central-time overlap)

Additional Information

• A 2–3 minute video introducing yourself and explaining working capital to a farmer the way you actually would will be required to be considered for this role.
• The employer participates in E-Verify.